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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1526
CKW Financial Group
Hawaii
$58K +$54.7K +200 New
VWA
1527
Valued Wealth Advisors
Utah
$57.8K +$3.01K +11 +6%
CP
1528
Castleview Partners
Texas
$57.5K -$37.2K -136 -41%
BWL
1529
Bogart Wealth LLC
Virginia
$55.7K – – –
PMFA
1530
Plante Moran Financial Advisors
Michigan
$55.6K – – –
IRAG
1531
Investment Research & Advisory Group
Georgia
$55.1K – – –
KA
1532
Kozak & Associates
Colorado
$53.4K +$273 +1 +0.6%
PP
1533
Pingora Partners
Wyoming
$52.4K – – –
BCMLT
1534
Beacon Capital Management LLC (Tennessee)
Tennessee
$50.9K -$7.38K -27 -14%
FCA
1535
FinTrust Capital Advisors
South Carolina
$49.4K -$820 -3 -2%
PG
1536
Proffitt & Goodson
Tennessee
$49.4K +$1.64K +6 +4%
CFS
1537
CGC Financial Services
Oregon
$48.2K – – –
MWM
1538
Mascoma Wealth Management
New Hampshire
$47.6K -$5.47K -20 -11%
SL
1539
Salomon & Ludwin
Virginia
$47.6K – – –
RWM
1540
Reston Wealth Management
Virginia
$47.3K +$43.5K +159 New
JFA
1541
JNBA Financial Advisors
Minnesota
$45.6K – – –
FPFS
1542
First Personal Financial Services
North Carolina
$45K +$273 +1 +0.7%
TH
1543
TCTC Holdings
Texas
$44.7K – – –
AWM
1544
Avior Wealth Management
Nebraska
$44.5K -$13.1K -48 -24%
RA
1545
Rational Advisors
New York
$44.1K -$6.29K -23 -13%
FCM
1546
Fourpath Capital Management
Oklahoma
$42.3K +$38.8K +142 New
EWP
1547
Elevation Wealth Partners
California
$40.8K – – –
AF
1548
Advisornet Financial
Minnesota
$40.8K +$5.2K +19 +16%
CIR
1549
Clear Investment Research
Georgia
$39.3K -$547 -2 -1%
CSWM
1550
Cassady Schiller Wealth Management
Ohio
$39K – – –
60 61
62
63 64