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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1576
Criterion Capital Advisors
Tennessee
$47.4K +$47.6K +173 New
DMBA
1577
Deseret Mutual Benefit Administrators
Utah
$47.1K -$14K -51 -23%
VAG
1578
VisionPoint Advisory Group
Texas
$46K +$45.6K +166 +8,300%
SL
1579
Salomon & Ludwin
Virginia
$45.3K – – –
GFPC
1580
Global Financial Private Client
Florida
$44.6K – – –
MWM
1581
Mascoma Wealth Management
New Hampshire
$43.8K -$4.67K -17 -10%
PG
1582
Proffitt & Goodson
Tennessee
$43.8K – – –
JFA
1583
JNBA Financial Advisors
Minnesota
$41.9K -$1.93K -7 -4%
KA
1584
Kozak & Associates
Colorado
$41.7K +$275 +1 +0.6%
FFO
1585
Fortitude Family Office
Arizona
$41.6K +$41.8K +152 New
FPFS
1586
First Personal Financial Services
North Carolina
$41.1K – – –
TH
1587
TCTC Holdings
Texas
$41.1K – – –
FCT
1588
First Community Trust
Iowa
$40.2K – – –
NICM
1589
Neo Ivy Capital Management
New York
$40K +$40.1K +146 New
WWM
1590
Wolff Wiese Magana
California
$39.9K +$275 +1 +0.7%
SIS
1591
Sound Income Strategies
Florida
$36.4K – – –
CSWM
1592
Cassady Schiller Wealth Management
Ohio
$35.9K – – –
CIR
1593
Clear Investment Research
Georgia
$35.1K +$30.8K +112 +700%
LB
1594
Legacy Bridge
Iowa
$35K +$35.2K +128 New
CTC
1595
Cetera Trust Company
Minnesota
$35K +$35.2K +128 New
NOI
1596
Newton One Investments
Delaware
$34.9K – – –
SC
1597
Solstein Capital
California
$34.5K – – –
CJ
1598
Caitlin John
Michigan
$34K +$34.1K +124 New
RS
1599
Rakuten Securities
Japan
$33.4K +$33.5K +122 New
SCA
1600
Stuart Chaussee & Associates
California
$32.3K +$23.4K +85 +258%
62 63
64
65 66