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APPF

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
351
Transamerica Financial Advisors
Florida
$2.4K +$1.92K +12 +400%
CA
352
Continuum Advisory
Idaho
$2.25K +$2.23K +14 New
CIA
353
Cape Investment Advisory
Georgia
$2.08K +$2.08K +13 New
PWMG
354
Private Wealth Management Group
New Jersey
$1.93K +$1.28K +8 +200%
HWP
355
Highline Wealth Partners
California
$1.92K -$319 -2 -14%
KFG
356
Kingdom Financial Group
Arizona
$1.92K – – –
CFO
357
CVA Family Office
Colorado
$1.76K +$319 +2 +22%
GC
358
Globeflex Capital
California
$1.76K +$1.76K +11 New
APFP
359
Action Point Financial Planning
Michigan
$1.6K +$1.6K +10 New
AWA
360
Acumen Wealth Advisors
Tennessee
$1.44K – – –
PWA
361
Principia Wealth Advisory
Texas
$1.28K +$1.12K +7 +700%
BONH
362
Bank of New Hampshire
New Hampshire
$1.12K -$958 -6 -46%
HNW
363
High Note Wealth
Minnesota
$1.12K +$1.12K +7 New
CAL
364
Capital Advisors Ltd
Ohio
$1K -$479 -3 -27%
AW
365
Avion Wealth
Texas
$1K +$1.28K +8 New
AWM
366
Abound Wealth Management
Tennessee
$963 +$319 +2 +50%
SC
367
SouthState Corp
Florida
$963 +$958 +6 New
CA
368
CoreCap Advisors
Michigan
$962 – – –
PPC
369
Park Place Capital
Alabama
$962 – – –
FFO
370
Fortitude Family Office
Arizona
$802 +$639 +4 +400%
JWA
371
JFS Wealth Advisors
Pennsylvania
$802 +$639 +4 +400%
WPA
372
West Paces Advisors
Georgia
$802 +$798 +5 New
MCM
373
Manchester Capital Management
Vermont
$642 +$479 +3 +300%
MCM
374
MV Capital Management
Maryland
$642 +$479 +3 +300%
CH
375
Cromwell Holdings
Wyoming
$641 – – –
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