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Appian
APPN

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
201
Amplius Wealth Advisors
Pennsylvania
$17K +$22K +265 New
RIM
202
Rockbridge Investment Management
New York
$16K -$1.66K -20 -8%
AWM
203
Avior Wealth Management
Nebraska
$16K – – –
JWA
204
JFS Wealth Advisors
Pennsylvania
$16K – – –
CFGS
205
Concourse Financial Group Securities
Alabama
$16K +$2.91K +35 +16%
HNB
206
Huntington National Bank
Ohio
$14K – – –
HR
207
Howe & Rusling
New York
$13K – – –
PFGIA
208
Patriot Financial Group Insurance Agency
Massachusetts
$13K – – –
KA
209
Kozak & Associates
Colorado
$13K +$10.4K +125 +123%
CCA
210
Column Capital Advisors
Indiana
$12K +$5.65K +68 +56%
TSWM
211
Tyler-Stone Wealth Management
Ohio
$12K +$15.8K +190 New
BFC
212
Bedel Financial Consulting
Indiana
$11K – – –
DWA
213
Delos Wealth Advisors
Texas
$11K – – –
LPWM
214
Lake Point Wealth Management
Texas
$10K – – –
SA
215
SRH Advisors
Kansas
$10K – – –
GI
216
Gradient Investments
Minnesota
$10K +$8.31K +100 +200%
AIM
217
Anchor Investment Management
South Carolina
$9.78K +$12.5K +150 New
LFG
218
Larson Financial Group
Missouri
$9K – – –
OCM
219
Orion Capital Management
California
$9K – – –
BWM
220
BerganKDV Wealth Management
Minnesota
$8K – – –
TC
221
Truvestments Capital
Florida
$8K – – –
RPCONE
222
Retirement Planning Company of New England
Rhode Island
$8K +$11.1K +133 New
ODG
223
O'Dell Group
Ohio
$7K -$4.16K -50 -33%
MTIC
224
Missouri Trust & Investment Company
Missouri
$7K +$8.73K +105 New
TCM
225
Tradewinds Capital Management
Washington
$6K – – –
7 8
9
10 11