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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
976
OneDigital Investment Advisors
Kansas
$23K – – –
OBWP
977
O'Brien Wealth Partners
Massachusetts
$23K +$22K +135 New
JA
978
JOYN Advisors
Georgia
$22K +$8.3K +51 +65%
AWM
979
AllSquare Wealth Management
New York
$21K -$2.93K -18 -13%
CAC
980
Certified Advisory Corp
Florida
$21K -$163 -1 -0.8%
CHC
981
City Holding Co
West Virginia
$21K – – –
LFA
982
Legacy Financial Advisors
Kentucky
$20K +$1.95K +12 +11%
AF
983
Allworth Financial
California
$19K – – –
ME
984
McIlrath & Eck
Washington
$19K – – –
CPIG
985
Chicago Partners Investment Group
Illinois
$19K +$163 +1 +0.8%
SIS
986
Sound Income Strategies
Florida
$18K – – –
TFO
987
Tarbox Family Office
California
$18K – – –
ADL
988
Asset Dedication LLC
California
$17K – – –
BWA
989
Burt Wealth Advisors
Maryland
$17K – – –
RFA
990
Reilly Financial Advisors
California
$17K – – –
WTB
991
Washington Trust Bank
Washington
$17K – – –
CIM
992
Contravisory Investment Management
Massachusetts
$17K +$1.95K +12 +13%
KF
993
Krilogy Financial
Missouri
$17K +$16.3K +100 New
PWAG
994
Polaris Wealth Advisory Group
California
$17K +$16.3K +100 New
WIM
995
Westside Investment Management
California
$16.9K – – –
ML
996
McAdam LLC
Pennsylvania
$16K -$488 -3 -3%
BWA
997
BDO Wealth Advisors
Florida
$14K -$4.07K -25 -23%
MWM
998
MinichMacGregor Wealth Management
New York
$14K -$2.12K -13 -13%
OFW
999
Omnia Family Wealth
Florida
$14K – – –
MSA
1000
Marino Stram & Associates
Massachusetts
$13K – – –
38 39
40
41 42