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APA

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
451
First Command Financial Services
Texas
$10K – – –
RMAM
452
Raab & Moskowitz Asset Management
New Jersey
$10K +$9.05K +400 New
RCA
453
Ranch Capital Advisors
Florida
$10K +$9.05K +400 New
SNT
454
Security National Trust
West Virginia
$9K – – –
VNA
455
Valley National Advisers
Pennsylvania
$9K – – –
WFMPM
456
Woodley Farra Manion Portfolio Management
Indiana
$9K +$7.58K +335 New
DSC
457
Duncker Streett & Co
Missouri
$9K +$7.61K +336 New
CMA
458
Cedar Mountain Advisors
Oregon
$9K +$7.94K +351 New
CT
459
Caldwell Trust
Florida
$8.11K +$7.17K +317 New
KLWA
460
Kelly Lawrence W & Associates
California
$8K -$38.5K -1,700 -85%
BFEC
461
Benjamin F. Edwards & Company
Missouri
$8K -$5.05K -223 -43%
FMII
462
Farmers & Merchants Investments Inc
Nebraska
$8K -$679 -30 -9%
GWS
463
Glassman Wealth Services
Virginia
$8K +$1.56K +69 +30%
MSFP
464
Mark Sheptoff Financial Planning
Connecticut
$8K +$6.79K +300 New
AAM
465
Advisors Asset Management
Colorado
$7.29K -$20.4K -903 -76%
IFAM
466
Institutional & Family Asset Management
Colorado
$7K -$996 -44 -14%
OPS
467
Orion Portfolio Solutions
Nebraska
$7K +$6.41K +283 New
SCM
468
Silvant Capital Management
Georgia
$6K – – –
TL
469
TrueWealth LLC
Georgia
$6K – – –
VCM
470
Vigilant Capital Management
Maine
$6K +$5.57K +246 New
HF
471
Halpern Financial
Virginia
$5.12K +$4.53K +200 New
RFA
472
Reilly Financial Advisors
California
$5K -$15.7K -692 -79%
NSIM
473
North Star Investment Management
Illinois
$5K – – –
GAM
474
Gemmer Asset Management
California
$5K +$4.23K +187 New
EWM
475
EPG Wealth Management
Georgia
$5K +$4.44K +196 New
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19
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