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APPF

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
351
Continuum Advisory
Idaho
$2.25K +$2.23K +14 New
CIA
352
Cape Investment Advisory
Georgia
$2.08K +$2.08K +13 New
PWMG
353
Private Wealth Management Group
New Jersey
$1.93K +$1.28K +8 +200%
HWP
354
Highline Wealth Partners
California
$1.92K -$319 -2 -14%
KFG
355
Kingdom Financial Group
Arizona
$1.92K – – –
CFO
356
CVA Family Office
Colorado
$1.76K +$319 +2 +22%
GC
357
Globeflex Capital
California
$1.76K +$1.76K +11 New
APFP
358
Action Point Financial Planning
Michigan
$1.6K +$1.6K +10 New
AWA
359
Acumen Wealth Advisors
Tennessee
$1.44K – – –
PWA
360
Principia Wealth Advisory
Texas
$1.28K +$1.12K +7 +700%
BONH
361
Bank of New Hampshire
New Hampshire
$1.12K -$958 -6 -46%
HNW
362
High Note Wealth
Minnesota
$1.12K +$1.12K +7 New
CAL
363
Capital Advisors Ltd
Ohio
$1K -$479 -3 -27%
AW
364
Avion Wealth
Texas
$1K +$1.28K +8 New
AWM
365
Abound Wealth Management
Tennessee
$963 +$319 +2 +50%
SC
366
SouthState Corp
Florida
$963 +$958 +6 New
CA
367
CoreCap Advisors
Michigan
$962 – – –
PPC
368
Park Place Capital
Alabama
$962 – – –
FFO
369
Fortitude Family Office
Arizona
$802 +$639 +4 +400%
JWA
370
JFS Wealth Advisors
Pennsylvania
$802 +$639 +4 +400%
WPA
371
West Paces Advisors
Georgia
$802 +$798 +5 New
MCM
372
Manchester Capital Management
Vermont
$642 +$479 +3 +300%
MCM
373
MV Capital Management
Maryland
$642 +$479 +3 +300%
CH
374
Cromwell Holdings
Wyoming
$641 – – –
HFS
375
Hughes Financial Services
Virginia
$641 +$160 +1 +33%
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15
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