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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
876
TrinityPoint Wealth
Connecticut
$600K +$23K +80 +4%
PWMG
877
Prestige Wealth Management Group
New Jersey
$599K +$52.6K +183 +10%
CH
878
Canton Hathaway
Rhode Island
$596K – – –
MWP
879
Moller Wealth Partners
$596K – – –
RIL
880
Rothschild Investment LLC
Illinois
$596K – – –
CCA
881
Checchi Capital Advisers
California
$595K +$24.5K +85 +4%
ASC
882
Atalanta Sosnoff Capital
New York
$593K -$17.3K -60 -3%
LOAME
883
Lombard Odier Asset Management (Europe)
United Kingdom
$588K +$568K +1,975 New
CIA
884
Choate Investment Advisors
Massachusetts
$586K – – –
PMG
885
ProVise Management Group
Florida
$585K -$107K -373 -16%
GTCM
886
Gyon Technologies Capital Management
New Jersey
$584K +$564K +1,961 New
GAM
887
Griffin Asset Management
New York
$583K -$76.5K -266 -12%
GG
888
Gofen & Glossberg
Illinois
$583K +$148K +513 +36%
RWM
889
Ritholtz Wealth Management
New York
$579K +$124K +432 +29%
EHC
890
Everett Harris & Co
California
$578K – – –
PL
891
Perpetual Ltd
Australia
$576K – – –
LPT
892
Legacy Private Trust
Wisconsin
$565K +$13.8K +48 +3%
CGL
893
Clarius Group LLC
Washington
$562K +$1.15K +4 +0.2%
HWMG
894
Hurlow Wealth Management Group
Indiana
$559K – – –
SC
895
Savant Capital
Illinois
$556K -$288 -1 -0.1%
RE
896
RBC Europe
United Kingdom
$556K -$12.9K -45 -2%
ESB
897
Essex Savings Bank
Connecticut
$553K +$6.04K +21 +1%
HIM
898
Hanlon Investment Management
New Jersey
$552K +$533K +1,853 New
WA
899
WBH Advisory
Maryland
$548K +$529K +1,839 New
WA
900
Wealth Alliance
New York
$546K -$14.7K -51 -3%
34 35
36
37 38