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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1451
SimplyRich
California
$245K +$16.7K +54 +7%
RTC
1452
Real Talk Capital
Tennessee
$244K +$5.86K +19 +2%
FFA
1453
Florida Financial Advisors
Florida
$242K +$14.8K +48 +6%
HI
1454
Harbour Investments
Wisconsin
$242K +$1.85K +6 +0.7%
EBT
1455
Enterprise Bank & Trust
Massachusetts
$241K – – –
BB
1456
Busey Bank
Illinois
$240K -$18.8K -61 -7%
BWM
1457
Bullock Wealth Management
Indiana
$237K +$1.23K +4 +0.5%
BCM
1458
Brown Capital Management
Maryland
$237K -$164K -532 -40%
AI
1459
Accredited Investors
Minnesota
$236K +$247K +801 New
CBTWT
1460
Community Bank & Trust (Waco, Texas)
Texas
$236K – – –
BWCS
1461
Beirne Wealth Consulting Services
Connecticut
$236K – – –
CWM
1462
Challenger Wealth Management
California
$236K – – –
DCM
1463
Dudley Capital Management
Virginia
$236K – – –
HWA
1464
Heartwood Wealth Advisors
Virginia
$236K – – –
IAS
1465
Investment Advisory Services
Texas
$236K – – –
MKA
1466
M. Kulyk & Associates
Georgia
$235K -$41.6K -135 -14%
CFA
1467
CWS Financial Advisors
Michigan
$235K – – –
HBW
1468
Hazlett, Burt & Watson
West Virginia
$235K – – –
CC
1469
Callan Capital
California
$234K +$2.78K +9 +1%
LSWP
1470
Liberty Square Wealth Partners
Pennsylvania
$232K – – –
BFO
1471
Biltmore Family Office
North Carolina
$232K – – –
AGWCA
1472
Annis Gardner Whiting Capital Advisors
Florida
$231K – – –
DWS
1473
Dynamic Wealth Strategies
California
$231K -$308 -1 -0.1%
ACM
1474
Advisors Capital Management
New Jersey
$231K -$17.6K -57 -7%
1C
1475
111 Capital
France
$229K -$464K -1,503 -66%
57 58
59
60 61