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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1701
Atlantic Edge Private Wealth Management
Florida
$18K – – –
VFM
1702
Vision Financial Markets
Connecticut
$17.7K +$19.2K +61 New
RWM
1703
Ruedi Wealth Management
Illinois
$17.7K – – –
OCM
1704
Orion Capital Management
California
$17.7K +$19.2K +61 New
PWMA
1705
Pension & Wealth Management Advisors
Massachusetts
$17.5K – – –
UBP
1706
Union Bancaire Privee
Switzerland
$16.2K +$22K +70 New
LIS
1707
Legacy Investment Solutions
Idaho
$15.5K – – –
LWMI
1708
Legacy Wealth Management (Idaho)
Idaho
$15.5K – – –
CPG
1709
Cornerstone Planning Group
New Jersey
$15K +$1.88K +6 +15%
HNW
1710
High Note Wealth
Minnesota
$14.8K +$16K +51 New
PSFG
1711
Park Square Financial Group
Georgia
$14.5K +$15.7K +50 New
BIA
1712
Bell Investment Advisors
California
$13.6K +$1.26K +4 +9%
LWANC
1713
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.3K – – –
NA
1714
Nordwand Advisors
Pennsylvania
$13.1K – – –
AFG
1715
Albion Financial Group
Utah
$12.5K +$13.5K +43 New
GEA
1716
Glen Eagle Advisors
New Jersey
$12.2K -$6.28K -20 -32%
PCTC
1717
Perkins Coie Trust Company
Washington
$12.2K -$21K -67 -61%
RWM
1718
Raffa Wealth Management
District of Columbia
$11.9K -$942 -3 -7%
CTB
1719
Country Trust Bank
Illinois
$11.9K – – –
RS
1720
Rakuten Securities
Japan
$11.9K +$3.45K +11 +37%
DPW
1721
DiNuzzo Private Wealth
Pennsylvania
$11.6K +$942 +3 +8%
HFS
1722
Hopwood Financial Services
Virginia
$11.6K +$12.6K +40 New
T
1723
Transce3nd
Texas
$11.6K +$12.6K +40 New
BGA
1724
Battery Global Advisors
Massachusetts
$11.2K – – –
HWP
1725
Highline Wealth Partners
California
$11.1K +$1.26K +4 +12%
67 68
69
70 71