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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
976
Lenox Wealth Management
Ohio
$26K – – –
OIA
977
OneDigital Investment Advisors
Kansas
$23K – – –
OBWP
978
O'Brien Wealth Partners
Massachusetts
$23K +$22K +135 New
JA
979
JOYN Advisors
Georgia
$22K +$8.3K +51 +65%
AWM
980
AllSquare Wealth Management
New York
$21K -$2.93K -18 -13%
CAC
981
Certified Advisory Corp
Florida
$21K -$163 -1 -0.8%
CHC
982
City Holding Co
West Virginia
$21K – – –
LFA
983
Legacy Financial Advisors
Kentucky
$20K +$1.95K +12 +11%
AF
984
Allworth Financial
California
$19K – – –
ME
985
McIlrath & Eck
Washington
$19K – – –
CPIG
986
Chicago Partners Investment Group
Illinois
$19K +$163 +1 +0.8%
SIS
987
Sound Income Strategies
Florida
$18K – – –
TFO
988
Tarbox Family Office
California
$18K – – –
ADL
989
Asset Dedication LLC
California
$17K – – –
BWA
990
Burt Wealth Advisors
Maryland
$17K – – –
RFA
991
Reilly Financial Advisors
California
$17K – – –
WTB
992
Washington Trust Bank
Washington
$17K – – –
CIM
993
Contravisory Investment Management
Massachusetts
$17K +$1.95K +12 +13%
KF
994
Krilogy Financial
Missouri
$17K +$16.3K +100 New
PWAG
995
Polaris Wealth Advisory Group
California
$17K +$16.3K +100 New
WIM
996
Westside Investment Management
California
$16.9K – – –
ML
997
McAdam LLC
Pennsylvania
$16K -$488 -3 -3%
BWA
998
BDO Wealth Advisors
Florida
$14K -$4.07K -25 -23%
MWM
999
MinichMacGregor Wealth Management
New York
$14K -$2.12K -13 -13%
OFW
1000
Omnia Family Wealth
Florida
$14K – – –
38 39
40
41 42