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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
951
Curtis Advisory Group
California
$259K – – –
GRP
952
Global Retirement Partners
California
$259K +$211K +927 +251%
GSIS
953
Global Strategic Investment Solutions
Arizona
$259K +$296K +1,300 New
IFWM
954
Institute for Wealth Management
Colorado
$258K -$55.6K -244 -16%
VIM
955
Vista Investment Management
Pennsylvania
$258K -$5.01K -22 -2%
WA
956
Wealth Alliance
New York
$258K +$294K +1,290 New
PA
957
Pinnacle Associates
New York
$255K – – –
CFFP
958
Center for Financial Planning
Michigan
$255K +$12.5K +55 +5%
AIC
959
Aurora Investment Counsel
Georgia
$254K -$571K -2,505 -66%
VCA
960
Verdence Capital Advisors
Maryland
$254K – – –
EF
961
Empirical Finance
Pennsylvania
$254K +$290K +1,272 New
PWPS
962
Pinnacle Wealth Planning Services
Ohio
$253K +$19.4K +85 +7%
BFIC
963
Bedell Frazier Investment Counselling
California
$251K -$2.51K -11 -0.9%
IBOK
964
Independence Bank of Kentucky
Kentucky
$251K +$11.4K +50 +4%
SW
965
SteelPeak Wealth
California
$251K +$286K +1,256 New
AWM
966
Atticus Wealth Management
Florida
$250K -$44.9K -197 -14%
C
967
Certuity
Florida
$250K -$42.6K -187 -13%
GWM
968
GSB Wealth Management
Connecticut
$250K – – –
HCA
969
Harbour Capital Advisors
Virginia
$250K – – –
PAA
970
Peregrine Asset Advisers
Oregon
$250K – – –
GG
971
Gofen & Glossberg
Illinois
$250K +$286K +1,253 New
IIC
972
Integrated Investment Consultants
Michigan
$249K -$34.4K -151 -11%
IA
973
Independence Advisors
Pennsylvania
$248K +$2.28K +10 +0.8%
CS
974
Comerica Securities
Michigan
$244K +$83.9K +368 +43%
HIM
975
Hotaling Investment Management
Pennsylvania
$242K -$2.51K -11 -0.9%
37 38
39
40 41