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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
851
Boyd Watterson Asset Management
Ohio
$742K -$5.35K -19 -0.7%
MP
852
McDonald Partners
Ohio
$742K +$765K +2,717 New
ODCM
853
Old Dominion Capital Management
Virginia
$741K +$9.86K +35 +1%
CWM
854
Connecticut Wealth Management
Connecticut
$739K -$38K -135 -5%
CLOS
855
Compagnie Lombard Odier SCmA
Switzerland
$738K – – –
KPWS
856
Kestra Private Wealth Services
Texas
$729K +$351K +1,247 +86%
TFS
857
TrustCore Financial Services
Tennessee
$727K – – –
IIM
858
Ironwood Investment Management
Massachusetts
$727K +$12.1K +43 +2%
STC
859
Sarah T. Connolly
$720K +$743K +2,638 New
RMCM
860
Reynders McVeigh Capital Management
Massachusetts
$718K +$26.2K +93 +4%
EFS
861
Essex Financial Services
Connecticut
$706K +$10.4K +37 +1%
ISWM
862
Independent Solutions Wealth Management
New York
$701K +$405K +1,437 +127%
SCA
863
Snowden Capital Advisors
New York
$697K +$142K +506 +25%
SRC
864
Stone Run Capital
New York
$697K – – –
EWM
865
Evermay Wealth Management
Virginia
$687K +$59.1K +210 +9%
MIA
866
MainStreet Investment Advisors
Illinois
$685K +$51.8K +184 +8%
BP
867
Ballentine Partners
Massachusetts
$684K -$1.69K -6 -0.2%
WAM
868
Wolverine Asset Management
Illinois
$683K -$8.54M -30,318 -92%
ANRIA
869
American National Registered Investment Advisor
Texas
$682K – – –
KPW
870
Kore Private Wealth
New York
$682K – – –
MMPW
871
Mitchell McLeod Pugh & Williams
Alabama
$676K -$10.7K -38 -2%
CAMG
872
CWA Asset Management Group
Florida
$667K +$563 +2 +0.1%
NGA
873
Naples Global Advisors
Florida
$665K +$114K +406 +20%
SFSG
874
Sound Financial Strategies Group
Mississippi
$663K +$100K +355 +17%
CAM
875
Cypress Asset Management
Texas
$663K +$683K +2,425 New
33 34
35
36 37