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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
951
LS Investment Advisors
Michigan
$693K – – –
QPW
952
Quantum Private Wealth
Florida
$687K – – –
EWA
953
Exencial Wealth Advisors
Oklahoma
$682K +$671K +2,644 New
EWM
954
Evermay Wealth Management
Virginia
$678K -$80.9K -319 -11%
AFAS
955
Acorn Financial Advisory Services
Virginia
$676K -$4.31K -17 -0.6%
CWM
956
Connecticut Wealth Management
Connecticut
$675K -$228K -899 -26%
BSW
957
Buckingham Strategic Wealth
Missouri
$675K -$29.7K -117 -4%
WPA
958
West Paces Advisors
Georgia
$675K -$107K -423 -14%
HAG
959
HF Advisory Group
Maryland
$670K -$138K -543 -17%
PWP
960
Principle Wealth Partners
Connecticut
$669K +$2.54K +10 +0.4%
VCP
961
Vista Capital Partners
Oregon
$669K +$507 +2 +0.1%
DS
962
DRW Securities
Illinois
$665K +$659K +2,598 New
VBCG
963
Valley Brook Capital Group
Pennsylvania
$663K – – –
IB
964
Intrust Bank
Kansas
$663K -$48.2K -190 -7%
AAM
965
AMI Asset Management
California
$663K -$24.4M -96,228 -97%
IWM
966
IHT Wealth Management
Illinois
$662K +$63.9K +252 +11%
MMG
967
Monetary Management Group
Missouri
$662K -$55.8K -220 -8%
BC
968
Bridgefront Capital
Texas
$660K +$649K +2,559 New
KSWWM
969
Keyes Stange & Wooten Wealth Management
Florida
$651K +$33.2K +131 +5%
RMCM
970
Reynders McVeigh Capital Management
Massachusetts
$650K – – –
PWG
971
Portside Wealth Group
Utah
$648K -$92.6K -365 -13%
WAM
972
Westport Asset Management
Connecticut
$645K – – –
UAML
973
US Asset Management LLC
Pennsylvania
$644K -$27.6K -109 -4%
SLI
974
Sumitomo Life Insurance
Japan
$638K -$78.1K -308 -11%
ZB
975
Zions Bancorporation
Utah
$637K -$390K -1,538 -38%
37 38
39
40 41