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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
626
Intact Investment Management
Quebec, Canada
$2.02M -$3.39M -11,700 -61%
CS
627
Crescent Sterling
Louisiana
$2.01M -$31.8K -110 -1%
EHWM
628
Eads & Heald Wealth Management
Georgia
$2M -$16.5K -57 -0.8%
CFD
629
Creative Financial Designs
Indiana
$2M +$802K +2,772 +61%
CIA
630
Choate Investment Advisors
Massachusetts
$1.99M +$18.2K +63 +0.9%
FTWA
631
Fifth Third Wealth Advisors
Ohio
$1.99M +$157K +544 +8%
EAM
632
Eventide Asset Management
Massachusetts
$1.98M -$723K -2,497 -26%
PTP
633
Platform Technology Partners
New York
$1.95M +$1.81M +6,249 +683%
DAS
634
Dynamic Advisor Solutions
Arizona
$1.94M +$39.4K +136 +2%
CT
635
Caldwell Trust
Florida
$1.94M -$579 -2 -0%
NMIMC
636
Northwestern Mutual Investment Management Company
Wisconsin
$1.93M -$1.45K -5 -0.1%
SFA
637
Sequoia Financial Advisors
Ohio
$1.93M +$136K +469 +7%
LWA
638
Lineweaver Wealth Advisors
Ohio
$1.93M +$109K +378 +6%
BDS
639
Banco de Sabadell
Florida
$1.91M -$15.9K -55 -0.8%
DGM
640
Delta Global Management
New York
$1.87M +$1.98M +6,847 New
USCWA
641
U.S. Capital Wealth Advisors
Texas
$1.85M +$29.8K +103 +2%
GT
642
Glenview Trust
Kentucky
$1.83M +$49.2K +170 +3%
BC
643
Bowman & Company
Wisconsin
$1.82M -$4.92K -17 -0.3%
APIM
644
Agate Pass Investment Management
Washington
$1.82M -$48.6K -168 -2%
HI
645
Harrington Investments
California
$1.82M -$217K -749 -10%
CCA
646
Cruiser Capital Advisors
Connecticut
$1.79M – – –
BBVA
647
Banco Bilbao Vizcaya Argentaria
Spain
$1.78M +$387K +1,337 +26%
SFI
648
SPC Financial Inc
Maryland
$1.78M -$108K -372 -5%
SSWM
649
Smith Salley Wealth Management
North Carolina
$1.77M +$40.2K +139 +2%
FFM
650
Forum Financial Management
Illinois
$1.76M +$166K +572 +10%
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