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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1676
Hughes Financial Services
Virginia
$10.6K +$2.33K +8 +29%
FRA
1677
Front Row Advisors
California
$10.5K – – –
RRMM
1678
Regatta Research & Money Management
Louisiana
$10.4K +$10.5K +36 New
FC
1679
Financial Consulate
Maryland
$10.3K +$9.02K +31 +775%
PB
1680
Prosperity Bancshares
Texas
$10.3K +$582 +2 +6%
IWM
1681
IMG Wealth Management
Florida
$10.3K +$1.45K +5 +17%
TAP
1682
Tounjian Advisory Partners
Florida
$9.98K +$9.89K +34 New
RWM
1683
Raffa Wealth Management
District of Columbia
$9.97K +$1.16K +4 +13%
BHWM
1684
Bay Harbor Wealth Management
Maryland
$9.97K +$1.75K +6 +21%
GA
1685
GoalVest Advisory
New York
$9.68K -$181K -624 -95%
WA
1686
Whipplewood Advisors
Colorado
$9.38K -$11.6K -40 -56%
LF
1687
LifeSteps Financial
California
$9.38K +$9.31K +32 New
SIM
1688
Synergy Investment Management
Florida
$8.81K +$3.2K +11 +58%
NF
1689
Napier Financial
Massachusetts
$8.5K -$873 -3 -9%
DWM
1690
Dogwood Wealth Management
Kansas
$8.5K +$2.62K +9 +45%
USB
1691
Union Savings Bank
Connecticut
$8.5K – – –
FFA
1692
Frazier Financial Advisors
Ohio
$8.21K – – –
WAG
1693
Wilkerson Advisory Group
Missouri
$8.21K -$3.2K -11 -28%
NFSG
1694
Newbridge Financial Services Group
Florida
$7.92K – – –
LFA
1695
LGT Financial Advisors
Texas
$7.42K – – –
GCP
1696
Gill Capital Partners
Colorado
$7.33K – – –
Q1WB
1697
Quest 10 Wealth Builders
Virginia
$7.33K – – –
SN
1698
Sittner & Nelson
Oregon
$7.33K +$3.49K +12 +92%
CFM
1699
Cornerstone Financial Management
Massachusetts
$7.33K +$4.94K +17 +213%
WWM
1700
Wolff Wiese Magana
California
$7.04K – – –
66 67
68
69 70