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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
1676
Foster Dykema Cabot & Partners
Massachusetts
$7.9K – – –
CWM
1677
Centricity Wealth Management
Ohio
$7.62K – – –
DWM
1678
Dogwood Wealth Management
Kansas
$7.6K +$6.84K +25 +2,500%
AWM
1679
Abound Wealth Management
Tennessee
$7.37K -$274 -1 -4%
Q1WB
1680
Quest 10 Wealth Builders
Virginia
$7.05K – – –
WWM
1681
Wolff Wiese Magana
California
$6.77K – – –
CCMI
1682
Creative Capital Management Investments
California
$6.77K – – –
WCM
1683
WealthTrak Capital Management
Virginia
$6.49K +$4.92K +18 +360%
CJH
1684
Christopher J. Hasenberg
Wisconsin
$6.21K – – –
KFP
1685
Keener Financial Planning
Texas
$6K – – –
PP
1686
Pacifica Partners
Canada
$5.93K – – –
GWS
1687
Greykasell Wealth Strategies
California
$5.64K – – –
AIA
1688
Aventus Investment Advisors
Florida
$5.36K +$5.2K +19 New
1L
1689
10Elms LLP
Oklahoma
$5.08K – – –
SN
1690
Sittner & Nelson
Oregon
$5.08K – – –
PCM
1691
Penserra Capital Management
California
$5K -$606K -2,215 -99%
MAFA
1692
MJT & Associates Financial Advisory
Minnesota
$4.8K – – –
PSFG
1693
Park Square Financial Group
Georgia
$4.79K – – –
GC
1694
GFG Capital
Florida
$4.79K +$4.65K +17 New
AWM
1695
Accredited Wealth Management
Kentucky
$4.53K +$4.38K +16 New
BFS
1696
Bare Financial Services
Pennsylvania
$4.51K +$4.38K +16 New
TIM
1697
Total Investment Management
Arizona
$4.24K +$4.1K +15 New
MDA
1698
Minot DeBlois Advisors
Massachusetts
$4.23K – – –
RTL
1699
Red Tortoise LLC
Georgia
$4.23K – – –
FPB
1700
First PREMIER Bank
South Dakota
$4K – – –
66 67
68
69 70