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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
951
Greenleaf Trust
Michigan
$20K -$8.28K -52 -30%
WA
952
Waverly Advisors
Alabama
$19K +$18.2K +114 New
MBT
953
Monroe Bank & Trust
Michigan
$19K +$18.3K +115 New
CAC
954
Certified Advisory Corp
Florida
$19K +$19.7K +124 New
TFO
955
Tarbox Family Office
California
$18K – – –
IWM
956
IHT Wealth Management
Illinois
$18K +$956 +6 +6%
CA
957
Calton & Associates
Florida
$18K +$17.2K +108 New
BWA
958
Burt Wealth Advisors
Maryland
$17K – – –
FWM
959
Focused Wealth Management
New York
$17K – – –
IWP
960
Icon Wealth Partners
Texas
$17K +$16.6K +104 New
LFA
961
Legacy Financial Advisors
Kentucky
$17K +$16.6K +104 New
WIM
962
Westside Investment Management
California
$16.9K – – –
WTB
963
Washington Trust Bank
Washington
$16K -$7.96K -50 -33%
AF
964
Allworth Financial
California
$16K – – –
KF
965
Krilogy Financial
Missouri
$16K – – –
CPIG
966
Chicago Partners Investment Group
Illinois
$13K +$319 +2 +3%
MSFP
967
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
SAM
968
Shamrock Asset Management
Texas
$11K – – –
BBA
969
Braun-Bostich & Associates
Pennsylvania
$11K +$10.8K +68 New
HFM
970
Hartford Financial Management
Connecticut
$10K – – –
DBT
971
Dubuque Bank & Trust
Iowa
$10K +$1.91K +12 +24%
AIS
972
Accurate Investment Solutions
Pennsylvania
$10K +$2.87K +18 +41%
GFP
973
Gryphon Financial Partners
Ohio
$10K +$10K +63 New
OAJ
974
Ogorek Anthony Joseph
New York
$10K +$10K +63 New
MSA
975
Marino Stram & Associates
Massachusetts
$9K +$8.44K +53 New
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