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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1701
Ruedi Wealth Management
Illinois
$17.7K – – –
OCM
1702
Orion Capital Management
California
$17.7K +$19.2K +61 New
PWMA
1703
Pension & Wealth Management Advisors
Massachusetts
$17.5K – – –
UBP
1704
Union Bancaire Privee
Switzerland
$16.2K +$22K +70 New
LIS
1705
Legacy Investment Solutions
Idaho
$15.5K – – –
LWMI
1706
Legacy Wealth Management (Idaho)
Idaho
$15.5K – – –
CPG
1707
Cornerstone Planning Group
New Jersey
$15K +$1.88K +6 +15%
HNW
1708
High Note Wealth
Minnesota
$14.8K +$16K +51 New
PSFG
1709
Park Square Financial Group
Georgia
$14.5K +$15.7K +50 New
BIA
1710
Bell Investment Advisors
California
$13.6K +$1.26K +4 +9%
LWANC
1711
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.3K – – –
NA
1712
Nordwand Advisors
Pennsylvania
$13.1K – – –
AFG
1713
Albion Financial Group
Utah
$12.5K +$13.5K +43 New
GEA
1714
Glen Eagle Advisors
New Jersey
$12.2K -$6.28K -20 -32%
PCTC
1715
Perkins Coie Trust Company
Washington
$12.2K -$21K -67 -61%
RWM
1716
Raffa Wealth Management
District of Columbia
$11.9K -$942 -3 -7%
CTB
1717
Country Trust Bank
Illinois
$11.9K – – –
RS
1718
Rakuten Securities
Japan
$11.9K +$3.45K +11 +37%
DPW
1719
DiNuzzo Private Wealth
Pennsylvania
$11.6K +$942 +3 +8%
HFS
1720
Hopwood Financial Services
Virginia
$11.6K +$12.6K +40 New
T
1721
Transce3nd
Texas
$11.6K +$12.6K +40 New
BGA
1722
Battery Global Advisors
Massachusetts
$11.2K – – –
HWP
1723
Highline Wealth Partners
California
$11.1K +$1.26K +4 +12%
AP
1724
Aspect Partners
Virginia
$11K -$1.57K -5 -12%
DF
1725
Dunhill Financial
United Kingdom
$10.7K +$1.26K +4 +12%
67 68
69
70 71