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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1626
Cornerstone Planning Group
New Jersey
$27.7K +$19.3K +70 +318%
FFO
1627
Fortitude Family Office
Arizona
$27.6K +$10.8K +39 +70%
MSG
1628
Main Street Group
Virginia
$27K +$25.6K +93 New
SWM
1629
SHP Wealth Management
Massachusetts
$26.7K +$15.4K +56 +156%
WSA
1630
Wealth Science Advisors
Georgia
$26.4K +$29.5K +107 New
KAS
1631
Kemnay Advisory Services
New York
$25.9K +$551 +2 +2%
EWM
1632
Evolution Wealth Management
Florida
$25.3K +$24K +87 New
PWMA
1633
Pension & Wealth Management Advisors
Massachusetts
$24.9K – – –
HIMS
1634
Hager Investment Management Services
New Hampshire
$24.7K – – –
MNA
1635
Manning & Napier Advisors
New York
$24.7K – – –
B
1636
Bayban
Minnesota
$24.1K -$12.7K -46 -36%
SA
1637
Scarborough Advisors
Maryland
$24.1K – – –
OAJ
1638
Ogorek Anthony Joseph
New York
$23K – – –
MSFP
1639
Mark Sheptoff Financial Planning
Connecticut
$22.8K – – –
JGCM
1640
Joseph Group Capital Management
Ohio
$22.7K +$21.5K +78 New
TGY2IT
1641
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$22.7K +$21.5K +78 New
CA
1642
Crewe Advisors
Utah
$22.1K – – –
VERPA
1643
Virginia Estate & Retirement Planning Advisors
Virginia
$22.1K +$21K +76 New
UIA
1644
Ulland Investment Advisors
Minnesota
$22K – – –
BSB
1645
Bangor Savings Bank
Maine
$21.8K -$3.58K -13 -15%
EDRH
1646
Edmond de Rothschild Holding
Switzerland
$21.2K – – –
RF
1647
Rossby Financial
Florida
$21.1K +$1.93K +7 +11%
FCG
1648
Financial Connections Group
California
$21K – – –
WA
1649
Whipplewood Advisors
Colorado
$20.9K +$19K +69 +2,300%
EC
1650
Elequin Capital
New York
$19.8K +$18.7K +68 New
64 65
66
67 68