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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1501
Toth Financial Advisory
Virginia
$30.9K +$3.29K +13 +12%
AW
1502
Ankerstar Wealth
Texas
$30.2K +$30.9K +122 New
C
1503
Covestor
United Kingdom
$30K +$4.06K +16 +15%
WA
1504
Westfuller Advisors
New York
$29.7K -$5.32K -21 -15%
SIA
1505
Sit Investment Associates
Minnesota
$29K – – –
AWA
1506
Acumen Wealth Advisors
Tennessee
$28.4K +$29.2K +115 New
AG
1507
AmeriFlex Group
Nevada
$28K -$28.6K -113 -50%
BCM
1508
Boreal Capital Management
Florida
$27.2K – – –
AWM
1509
Abound Wealth Management
Tennessee
$26.5K +$1.27K +5 +5%
GKIM
1510
GW&K Investment Management
Massachusetts
$26K -$760 -3 -3%
MI
1511
Motiv8 Investments
Florida
$26K +$26.9K +106 New
WIM
1512
Westside Investment Management
California
$25.8K +$253 +1 +1%
CH
1513
Cromwell Holdings
Wyoming
$25.7K -$157K -618 -86%
CVM
1514
Cheviot Value Management
California
$25.6K – – –
MCA
1515
McGuire Capital Advisors
Oklahoma
$25.2K +$25.9K +102 New
HIW
1516
Holos Integrated Wealth
Pennsylvania
$25K – – –
MAM
1517
Meeder Asset Management
Ohio
$24.9K +$25.6K +101 New
LAS
1518
Lloyd Advisory Services
Georgia
$24.7K +$25.3K +100 New
RFS
1519
Richardson Financial Services
Massachusetts
$24.7K +$24.6K +97 +3,233%
BOJHT
1520
Bank of Jackson Hole Trust
Wyoming
$24.2K -$35.2K -139 -59%
FNWA
1521
Financial Network Wealth Advisors
Utah
$23.7K -$3.55K -14 -13%
SC
1522
Swan Capital
Florida
$23.7K – – –
TAM
1523
Tucker Asset Management
Colorado
$23.5K +$24.1K +95 New
WWA
1524
Wealth Watch Advisors
Colorado
$22.7K +$1.27K +5 +6%
BSB
1525
Bangor Savings Bank
Maine
$21.7K +$3.29K +13 +17%
59 60
61
62 63