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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
751
Wahed Invest
New York
$1.25M +$132K +519 +12%
CA
752
Cornerstone Advisors
North Carolina
$1.24M -$228K -900 -16%
EFS
753
Essex Financial Services
Connecticut
$1.23M +$404K +1,592 +56%
CCM
754
Coldstream Capital Management
Washington
$1.23M +$19.8K +78 +2%
FCMA
755
Foresight Capital Management Advisors
Michigan
$1.23M +$72.5K +286 +6%
BCM
756
Brookstone Capital Management
Illinois
$1.22M -$8.88K -35 -0.8%
RI
757
Ridgewood Investments
New Jersey
$1.22M -$31.7K -125 -3%
LWA
758
Lineweaver Wealth Advisors
Ohio
$1.21M -$93.3K -368 -7%
LIM
759
Leavell Investment Management
Alabama
$1.21M -$12.7K -50 -1%
IIA
760
ICW Investment Advisors
Arizona
$1.21M -$19.5K -77 -2%
CCM
761
Chilton Capital Management
Texas
$1.21M +$43.1K +170 +4%
LA
762
Legacy Advisors
Pennsylvania
$1.21M -$2.56M -10,075 -68%
HA
763
Herold Advisors
New York
$1.2M -$350K -1,379 -23%
SEEDPG
764
S.E.E.D. Planning Group
New York
$1.2M +$80.2K +316 +7%
BDS
765
Banco de Sabadell
Florida
$1.19M -$17.8K -70 -1%
DWT
766
Dorsey & Whitney Trust
South Dakota
$1.19M -$52.8K -208 -4%
TWC
767
TD Waterhouse Canada
Ontario, Canada
$1.19M -$52K -205 -4%
NPT
768
Nixon Peabody Trust
Massachusetts
$1.19M -$115K -454 -9%
UWS
769
Unique Wealth Strategies
Illinois
$1.16M – – –
AO
770
Advisor OS
Illinois
$1.16M +$110K +434 +11%
HAG
771
HighPoint Advisor Group
Illinois
$1.16M -$18.8K -74 -2%
LIM
772
Loudon Investment Management
New Hampshire
$1.16M +$123K +485 +12%
PAM
773
Panagora Asset Management
Massachusetts
$1.15M -$995K -3,923 -47%
IAS
774
Insigneo Advisory Services
Florida
$1.15M +$99.4K +392 +10%
BOH
775
Bank of Hawaii
Hawaii
$1.15M +$70.3K +277 +7%
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