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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
876
Evermay Wealth Management
Virginia
$281K +$8.61K +50 +4%
SFA
877
Sequoia Financial Advisors
Ohio
$279K +$34.4K +200 +16%
SWK
878
Stephen W. Kidder
$277K – – –
VIM
879
Vista Investment Management
Pennsylvania
$276K – – –
SBIA
880
Sheaff Brock Investment Advisors
Indiana
$273K – – –
DWM
881
Doyle Wealth Management
Florida
$272K -$688 -4 -0.3%
TW
882
TrinityPoint Wealth
Connecticut
$271K +$28.6K +166 +13%
AF
883
Advisornet Financial
Minnesota
$270K +$25.8K +150 +12%
AWM
884
Avior Wealth Management
Nebraska
$265K -$50.6K -294 -17%
CRIG
885
Charter Research & Investment Group
Connecticut
$264K – – –
CGL
886
Clarius Group LLC
Washington
$264K +$238K +1,385 New
OC
887
Oakworth Capital
Alabama
$263K – – –
MCM
888
Manchester Capital Management
Vermont
$261K -$28.1K -163 -11%
IIC
889
Integrated Investment Consultants
Michigan
$258K -$6.2K -36 -3%
FNFDCM
890
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$258K – – –
OWD
891
Osborn Williams & Donohoe
Ohio
$256K -$64.5K -375 -22%
HIM
892
Hotaling Investment Management
Pennsylvania
$256K -$12K -70 -5%
BA
893
Boston Advisors
Massachusetts
$254K – – –
ATPW
894
Ashton Thomas Private Wealth
Arizona
$252K +$228K +1,322 New
BCM
895
Boltwood Capital Management
California
$251K – – –
OWA
896
Outlook Wealth Advisors
Texas
$249K -$189K -1,096 -46%
CBTWT
897
Community Bank & Trust (Waco, Texas)
Texas
$248K – – –
FCCM
898
First City Capital Management
Georgia
$248K – – –
MAM
899
Morse Asset Management
Connecticut
$248K – – –
IBOK
900
Independence Bank of Kentucky
Kentucky
$245K +$516 +3 +0.2%
34 35
36
37 38