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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
OCWP
1626
Owl Creek Wealth Partners
Colorado
$26.1K -$2.91K -10 -10%
EWM
1627
Evolution Wealth Management
Florida
$25.5K – – –
PWMA
1628
Pension & Wealth Management Advisors
Massachusetts
$25.2K +$291 +1 +1%
APFP
1629
Action Point Financial Planning
Michigan
$25.2K +$25.6K +88 New
HIMS
1630
Hager Investment Management Services
New Hampshire
$24.9K – – –
MNA
1631
Manning & Napier Advisors
New York
$24.9K – – –
GSEP
1632
Golden State Equity Partners
California
$24.6K -$516K -1,774 -95%
B
1633
Bayban
Minnesota
$24.3K – – –
DWA
1634
Delos Wealth Advisors
Texas
$23.7K -$125K -430 -84%
CPG
1635
Cornerstone Planning Group
New Jersey
$22.9K -$4.36K -15 -16%
VERPA
1636
Virginia Estate & Retirement Planning Advisors
Virginia
$22.3K – – –
UIA
1637
Ulland Investment Advisors
Minnesota
$22K – – –
MSG
1638
Main Street Group
Virginia
$22K -$5.24K -18 -19%
MSFP
1639
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
EDRH
1640
Edmond de Rothschild Holding
Switzerland
$21.4K – – –
HNW
1641
High Note Wealth
Minnesota
$20.8K +$1.45K +5 +8%
JGCM
1642
Joseph Group Capital Management
Ohio
$19.9K -$2.91K -10 -13%
AP
1643
Aspect Partners
Virginia
$19.6K +$7.85K +27 +68%
RCM
1644
Raleigh Capital Management
North Carolina
$19.1K – – –
JWM
1645
JPL Wealth Management
Colorado
$18.2K +$1.75K +6 +11%
VFM
1646
Vision Financial Markets
Connecticut
$17.9K -$29.1K -100 -62%
JFA
1647
JNBA Financial Advisors
Minnesota
$17.9K – – –
OCM
1648
Orion Capital Management
California
$17.9K – – –
AF
1649
Alerus Financial
North Dakota
$17.6K – – –
PF
1650
PlanVest Financial
Maryland
$17.6K – – –
64 65
66
67 68