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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
751
Tradition Asset Management
Virginia
$565K – – –
DWT
752
Dorsey & Whitney Trust
South Dakota
$558K +$52.4K +233 +10%
PC
753
Permanens Capital
New York
$555K -$337K -1,500 -38%
NRS
754
Neville Rodie & Shaw
New York
$555K – – –
BP
755
Ballentine Partners
Massachusetts
$554K +$28.1K +125 +5%
VC
756
Vicus Capital
Pennsylvania
$551K +$7.88K +35 +1%
SSWM
757
Sheets Smith Wealth Management
North Carolina
$548K -$351K -1,560 -39%
DAM
758
Doheny Asset Management
California
$547K – – –
PMG
759
ProVise Management Group
Florida
$546K +$22.5K +100 +4%
PAMG
760
Patton Albertson Miller Group
Tennessee
$538K +$17.1K +76 +3%
IA
761
IFP Advisors
Florida
$536K +$548K +2,434 New
FDCC
762
Foster Dykema Cabot & Co
Massachusetts
$532K – – –
EFS
763
Essex Financial Services
Connecticut
$529K +$2.25K +10 +0.4%
LOAME
764
Lombard Odier Asset Management (Europe)
United Kingdom
$525K – – –
KFA
765
Krane Funds Advisors
New York
$522K +$503K +2,237 +1,945%
B
766
Bailard
California
$521K – – –
IA
767
IFG Advisory
Georgia
$520K -$111K -493 -17%
MMM
768
Mendel Money Management
Illinois
$520K -$33.7K -150 -6%
CCM
769
Coldstream Capital Management
Washington
$518K -$7.65K -34 -1%
IB
770
Intrust Bank
Kansas
$516K – – –
SCA
771
Snowden Capital Advisors
New York
$514K +$113K +504 +28%
KPW
772
Kore Private Wealth
New York
$513K – – –
WIC
773
Wilkins Investment Counsel
Massachusetts
$509K – – –
ARMT
774
Amica Retiree Medical Trust
Rhode Island
$508K – – –
GAM
775
Griffin Asset Management
New York
$507K +$3.38K +15 +0.7%
29 30
31
32 33