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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
W
701
Wealthquest
Ohio
$708K – – –
SVWAG
702
Sound View Wealth Advisors Group
Georgia
$705K +$7.42K +33 +1%
AF
703
Arrow Financial
New York
$704K – – –
AWM
704
AE Wealth Management
Kansas
$703K +$55.3K +246 +8%
JMFC
705
J.M. Forbes & Co
Massachusetts
$701K – – –
BCM
706
Brookstone Capital Management
Illinois
$700K -$41.4K -184 -6%
BOTW
707
Bank of the West
California
$692K -$450K -1,999 -39%
ITIM
708
Indiana Trust & Investment Management
Indiana
$691K -$7.42K -33 -1%
CA
709
Clearstead Advisors
Ohio
$691K +$8.32K +37 +1%
ST
710
Spinnaker Trust
Maine
$687K +$10.3K +46 +2%
MERSOM
711
Municipal Employees' Retirement System of Michigan
Michigan
$686K +$11.3K +50 +2%
WA
712
Winfield Associates
Ohio
$682K – – –
PFS
713
Prospera Financial Services
Texas
$681K -$212K -942 -23%
GIA
714
Guyasuta Investment Advisors
Pennsylvania
$678K -$19.1K -85 -3%
HL
715
HeadInvest LLC
Maine
$678K – – –
JFL
716
Jarislowsky, Fraser Ltd
Quebec, Canada
$676K -$236K -1,050 -26%
CC
717
Chicago Capital
Illinois
$672K – – –
SCM
718
Sirios Capital Management
Massachusetts
$670K +$680K +3,021 New
CC
719
Cannell & Co
New York
$666K – – –
WMC
720
Westwood Management Corporation
Illinois
$666K – – –
SAM
721
Strategy Asset Managers
California
$663K +$672K +2,988 New
CFG
722
Citizens Financial Group
Rhode Island
$658K +$15.3K +68 +2%
BJL
723
Brighton Jones LLC
Washington
$657K -$16.4K -73 -2%
SRC
724
Stone Run Capital
New York
$654K – – –
JIP
725
Jaffetilchin Investment Partners
Florida
$653K +$10.8K +48 +2%
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