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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
801
Guyasuta Investment Advisors
Pennsylvania
$859K – – –
IC
802
Intersect Capital
California
$856K +$19.6K +72 +2%
BFA
803
Brendel Financial Advisors
New Hampshire
$851K – – –
CWM
804
Connecticut Wealth Management
Connecticut
$850K +$86.4K +318 +12%
ADMI
805
Albert D. Mason Inc
Massachusetts
$848K -$8.15K -30 -1%
GIA
806
Gateway Investment Advisers
Ohio
$847K -$7.34K -27 -0.9%
NGA
807
Naples Global Advisors
Florida
$847K +$157K +576 +24%
WMC
808
Westwood Management Corporation
Illinois
$844K – – –
AF
809
Arrow Financial
New York
$844K +$8.15K +30 +1%
FTDI
810
First Trust Direct Indexing
Massachusetts
$841K +$42.7K +157 +6%
MP
811
McDonald Partners
Ohio
$836K +$69K +254 +9%
MHS
812
M Holdings Securities
Oregon
$831K +$802K +2,952 New
IIA
813
ICW Investment Advisors
Arizona
$825K +$22.8K +84 +3%
CG
814
Caprock Group
Idaho
$824K +$4.89K +18 +0.6%
ODCM
815
Old Dominion Capital Management
Virginia
$814K +$49.5K +182 +7%
CAM
816
Cypress Asset Management
Texas
$812K +$125K +460 +19%
CA
817
Cetera Advisors
Colorado
$807K +$139K +510 +22%
CIA
818
Choate Investment Advisors
Massachusetts
$805K +$250K +921 +47%
1IA
819
1834 Investment Advisors
Wisconsin
$803K – – –
HWA
820
Heritage Wealth Advisors
Virginia
$802K – – –
PWP
821
Principle Wealth Partners
Connecticut
$801K +$272 +1 +0%
CLOS
822
Compagnie Lombard Odier SCmA
Switzerland
$799K +$37.8K +139 +5%
GWM
823
Geneos Wealth Management
Colorado
$797K +$15.8K +58 +2%
MG
824
Mather Group
Illinois
$795K +$15.5K +57 +2%
GAM
825
Grandview Asset Management
Pennsylvania
$795K +$167K +613 +28%
31 32
33
34 35