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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
951
Global Strategic Investment Solutions
Arizona
$259K +$296K +1,300 New
IFWM
952
Institute for Wealth Management
Colorado
$258K -$55.6K -244 -16%
VIM
953
Vista Investment Management
Pennsylvania
$258K -$5.01K -22 -2%
WA
954
Wealth Alliance
New York
$258K +$294K +1,290 New
PA
955
Pinnacle Associates
New York
$255K – – –
CFFP
956
Center for Financial Planning
Michigan
$255K +$12.5K +55 +5%
AIC
957
Aurora Investment Counsel
Georgia
$254K -$571K -2,505 -66%
VCA
958
Verdence Capital Advisors
Maryland
$254K – – –
EF
959
Empirical Finance
Pennsylvania
$254K +$290K +1,272 New
PWPS
960
Pinnacle Wealth Planning Services
Ohio
$253K +$19.4K +85 +7%
BFIC
961
Bedell Frazier Investment Counselling
California
$251K -$2.51K -11 -0.9%
IBOK
962
Independence Bank of Kentucky
Kentucky
$251K +$11.4K +50 +4%
SW
963
SteelPeak Wealth
California
$251K +$286K +1,256 New
AWM
964
Atticus Wealth Management
Florida
$250K -$44.9K -197 -14%
C
965
Certuity
Florida
$250K -$42.6K -187 -13%
GWM
966
GSB Wealth Management
Connecticut
$250K – – –
HCA
967
Harbour Capital Advisors
Virginia
$250K – – –
PAA
968
Peregrine Asset Advisers
Oregon
$250K – – –
GG
969
Gofen & Glossberg
Illinois
$250K +$286K +1,253 New
IIC
970
Integrated Investment Consultants
Michigan
$249K -$34.4K -151 -11%
IA
971
Independence Advisors
Pennsylvania
$248K +$2.28K +10 +0.8%
CS
972
Comerica Securities
Michigan
$244K +$83.9K +368 +43%
HIM
973
Hotaling Investment Management
Pennsylvania
$242K -$2.51K -11 -0.9%
LMAM
974
Legg Mason Asset Management
Japan
$241K -$253K -1,108 -48%
SFSIG
975
San Francisco Sentry Investment Group
California
$240K -$159K -699 -37%
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