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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
926
Silver Oak Securities
Tennessee
$888K +$10K +32 +1%
FHA
927
Flagship Harbor Advisors
Massachusetts
$885K -$272K -867 -22%
VFA
928
Valeo Financial Advisors
Indiana
$881K -$10.4K -33 -1%
PWP
929
Precedent Wealth Partners
Texas
$879K +$49.9K +159 +6%
BHC
930
Bowen Hanes & Co
Florida
$870K – – –
NP
931
NorthRock Partners
Minnesota
$867K -$47.1K -150 -5%
KPP
932
Kings Path Partners
Texas
$865K – – –
ANTB
933
AMG National Trust Bank
Colorado
$865K – – –
VA
934
Valmark Advisers
Ohio
$864K -$4.08K -13 -0.4%
CWM
935
Circle Wealth Management
New Jersey
$864K +$4.4K +14 +0.5%
CFG
936
Citizens Financial Group
Rhode Island
$863K -$5.34K -17 -0.6%
CNTOF
937
Canandaigua National Trust of Florida
New York
$860K -$60K -191 -6%
PP
938
Patten & Patten
Tennessee
$858K +$20.4K +65 +2%
AAB
939
ABN AMRO Bank
Netherlands
$857K -$13.5K -43 -1%
SWM
940
SeaCrest Wealth Management
New York
$853K -$5.02K -16 -0.5%
WFS
941
Widmann Financial Services
Maryland
$851K +$69.1K +220 +8%
IAS
942
Insigneo Advisory Services
Florida
$850K -$338K -1,077 -27%
AIM
943
Anchor Investment Management
South Carolina
$849K -$1.26K -4 -0.1%
IC
944
IEQ Capital
California
$844K -$2.2M -7,019 -71%
IB
945
Intrust Bank
Kansas
$844K +$32.3K +103 +4%
BONST
946
Bank of Nova Scotia Trust
Ontario, Canada
$841K -$220K -700 -19%
AIC
947
Argus Investors Counsel
New York
$841K -$149K -475 -14%
AF
948
Arrow Financial
New York
$841K -$3.14K -10 -0.3%
MBFW
949
Morton Brown Family Wealth
Pennsylvania
$839K – – –
KRSITF
950
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$836K +$283K +900 +14%
36 37
38
39 40