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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
926
Ipswich Investment Management
Massachusetts
$746K -$11.6K -40 -2%
BWAM
927
Boyd Watterson Asset Management
Ohio
$745K -$5.53K -19 -0.7%
UCI
928
Uncommon Cents Investing
Wisconsin
$743K +$5.82K +20 +0.8%
CAMG
929
CWA Asset Management Group
Florida
$737K +$56.4K +194 +8%
LFAS
930
Level Four Advisory Services
Texas
$734K +$8.72K +30 +1%
WAM
931
Westport Asset Management
Connecticut
$733K – – –
AWM
932
Axxcess Wealth Management
California
$731K -$636K -2,186 -47%
RIG
933
Renaissance Investment Group
Massachusetts
$731K – – –
MWM
934
Mission Wealth Management
California
$729K +$117K +404 +19%
TWIM
935
TIAA Wealth Investment Management
New York
$728K +$4.94K +17 +0.7%
CA
936
Centerpoint Advisors
Massachusetts
$721K – – –
GVAG
937
Great Valley Advisor Group
Delaware
$720K -$252K -867 -26%
PWP
938
Principle Wealth Partners
Connecticut
$718K – – –
BOS
939
Bank of Stockton
California
$717K -$13.1K -45 -2%
CWM
940
Cornerstone Wealth Management
Missouri
$717K -$49.4K -170 -7%
HI
941
Harbour Investments
Wisconsin
$715K +$37.2K +128 +6%
HWMG
942
Harbour Wealth Management Group
South Carolina
$715K +$4.36K +15 +0.6%
VWM
943
Venturi Wealth Management
Texas
$714K +$282K +968 +66%
OIS
944
Okabena Investment Services
Minnesota
$713K -$48.9K -168 -6%
TA
945
Tectonic Advisors
Texas
$713K +$320K +1,099 +82%
BG
946
Bollard Group
Massachusetts
$709K +$4.36K +15 +0.6%
HWMO
947
Heritage Wealth Management (Ohio)
Ohio
$709K -$14.5K -50 -2%
LGF
948
LGT Group Foundation
Liechtenstein
$709K -$18K -62 -3%
AO
949
Advisor OS
Illinois
$707K -$291 -1 -0%
CB
950
CNB Bank
Pennsylvania
$704K -$80.6K -277 -10%
36 37
38
39 40