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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
826
MassMutual Private Wealth & Trust
Connecticut
$766K -$16.2K -63 -2%
PFS
827
Physicians Financial Services
North Carolina
$764K +$189K +735 +32%
GIA
828
Gateway Investment Advisers
Ohio
$763K +$80.7K +314 +11%
SIP
829
Stoneridge Investment Partners
Pennsylvania
$762K +$784K +3,050 New
AIM
830
Anchor Investment Management
South Carolina
$759K +$22.1K +86 +3%
CWM
831
Connecticut Wealth Management
Connecticut
$753K +$10.5K +41 +1%
KPWS
832
Kestra Private Wealth Services
Texas
$752K -$411K -1,598 -35%
EAMA
833
EFG Asset Management (Americas)
Florida
$752K +$16.4K +64 +2%
CT
834
Chicago Trust
Illinois
$751K +$559K +2,175 +263%
ANI
835
American National Insurance
Texas
$750K -$195K -760 -20%
WMC
836
Westwood Management Corporation
Illinois
$750K – – –
HAIM
837
Hunter Associates Investment Management
Pennsylvania
$750K +$51.4K +200 +7%
SSCA
838
South Shore Capital Advisors
Massachusetts
$749K +$222K +862 +40%
CA
839
Centerpoint Advisors
Massachusetts
$747K -$5.4K -21 -0.7%
FI
840
Fosun International
China
$746K +$542K +2,108 +248%
AF
841
Arrow Financial
New York
$744K – – –
IC
842
Intersect Capital
California
$742K -$71.7K -279 -9%
FANJ
843
Financial Architects (New Jersey)
New Jersey
$741K +$65.8K +256 +9%
QPW
844
Quantum Private Wealth
Florida
$739K -$133K -516 -15%
BS
845
Bessemer Securities
New York
$734K -$1.52M -5,908 -67%
WMA
846
West Michigan Advisors
Michigan
$729K +$123K +477 +20%
IF
847
Intrua Financial
Texas
$729K +$750K +2,919 New
RHBC
848
R.H. Bluestein & Co
Michigan
$727K -$80.9K -315 -10%
PWP
849
Principle Wealth Partners
Connecticut
$719K +$514 +2 +0.1%
EFS
850
Essex Financial Services
Connecticut
$717K +$60.1K +234 +9%
32 33
34
35 36