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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
1551
Financial Connections Group
California
$25K – – –
ICM
1552
Intrepid Capital Management
Florida
$24.7K -$29.3K -100 -53%
BCMLT
1553
Beacon Capital Management LLC (Tennessee)
Tennessee
$24K – – –
OIAM
1554
OFI Invest Asset Management
France
$23.8K +$26.1K +89 New
GKIM
1555
GW&K Investment Management
Massachusetts
$23K +$1.76K +6 +8%
OA
1556
Operose Advisors
Wisconsin
$22.7K +$23.5K +80 New
DAM
1557
Delta Asset Management
Tennessee
$22.4K – – –
MSFP
1558
Mark Sheptoff Financial Planning
Connecticut
$21.3K – – –
UIA
1559
Ulland Investment Advisors
Minnesota
$21K – – –
RL
1560
Rogco LP
Oklahoma
$20.1K +$20.8K +71 New
JGIA
1561
Jackson Grant Investment Advisers
Connecticut
$18.7K – – –
MAM
1562
Magellan Asset Management
Australia
$18.7K – – –
AF
1563
Advisornet Financial
Minnesota
$18.4K -$22.6K -77 -54%
MFA
1564
McClarren Financial Advisors
Pennsylvania
$18K – – –
SWA
1565
Sutton Wealth Advisors
Florida
$17.3K -$2.93K -10 -14%
OCM
1566
Orion Capital Management
California
$17.3K +$17.9K +61 New
BIA
1567
Bell Investment Advisors
California
$16.7K -$2.05K -7 -11%
TJHA
1568
Thomas J. Herzfeld Advisors
Florida
$15.6K – – –
MIA
1569
Milestone Investment Advisors
Wisconsin
$14.7K +$15.3K +52 New
ME
1570
McIlrath & Eck
Washington
$13.9K -$14.4K -49 -50%
HWP
1571
Highline Wealth Partners
California
$13.6K +$7.63K +26 +118%
SC
1572
Steph & Co
Wisconsin
$13.6K +$14.1K +48 New
CSB
1573
City State Bank
Iowa
$13K – – –
WAS
1574
Winch Advisory Services
Wisconsin
$13K – – –
RFA
1575
Register Financial Advisors
Georgia
$12.8K – – –
61 62
63
64 65