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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
801
Voya Financial Advisors
Connecticut
$825K +$7.18K +29 +0.8%
SLI
802
Sumitomo Life Insurance
Japan
$819K -$50.3K -203 -5%
DWM
803
Doyle Wealth Management
Florida
$817K +$15.6K +63 +2%
RMDI
804
R.M. Davis Inc
Maine
$816K -$24.8K -100 -3%
IIA
805
ICW Investment Advisors
Arizona
$813K +$6.68K +27 +0.8%
EWM
806
Evermay Wealth Management
Virginia
$813K +$18.3K +74 +2%
AOWM
807
Alpha Omega Wealth Management
Virginia
$812K -$36.9K -149 -4%
TFS
808
TrustCore Financial Services
Tennessee
$812K – – –
IBOK
809
Independence Bank of Kentucky
Kentucky
$804K +$2.48K +10 +0.3%
GIA
810
Gladstone Institutional Advisory
Florida
$801K -$20.3K -82 -2%
PCM
811
Palisade Capital Management
New Jersey
$799K – – –
PGAM
812
Princeton Global Asset Management
New Jersey
$799K – – –
FCFC
813
First Commonwealth Financial Corp
Pennsylvania
$796K -$267K -1,079 -24%
CWM
814
CIBC World Markets
New York
$783K -$3M -12,117 -78%
BJL
815
Brighton Jones LLC
Washington
$783K -$4.21K -17 -0.5%
CWM
816
Connecticut Wealth Management
Connecticut
$781K +$58.2K +235 +8%
W
817
Wealthquest
Ohio
$780K – – –
CT
818
Chicago Trust
Illinois
$777K +$13.4K +54 +2%
MYIA
819
Mount Yale Investment Advisors
Colorado
$777K +$58.2K +235 +8%
IWC
820
Integrated Wealth Concepts
Massachusetts
$776K +$36.4K +147 +5%
SOS
821
Silver Oak Securities
Tennessee
$774K +$15.8K +64 +2%
MGP
822
Metis Global Partners
California
$770K +$5.2K +21 +0.6%
WWM
823
Western Wealth Management
Colorado
$770K +$215K +868 +38%
PFS
824
Physicians Financial Services
North Carolina
$769K -$51.2K -207 -6%
WAM
825
Westport Asset Management
Connecticut
$768K – – –
31 32
33
34 35