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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
976
First Mercantile Trust
Tennessee
$391K +$422K +1,526 New
DIA
977
Dana Investment Advisors
Wisconsin
$390K +$24.9K +90 +6%
SBIA
978
Sheaff Brock Investment Advisors
Indiana
$387K -$5.53K -20 -1%
SWP
979
Summit Wealth Partners
Florida
$384K – – –
BMA
980
Brooks Moore & Associates
Tennessee
$384K – – –
JFL
981
Jarislowsky, Fraser Ltd
Quebec, Canada
$384K – – –
LSA
982
Lion Street Advisors
Texas
$384K +$412K +1,488 New
EL
983
Essex LLC
Illinois
$384K +$415K +1,500 New
ST
984
Smithfield Trust
Pennsylvania
$383K – – –
WA
985
Wealth Architects
California
$381K +$3.32K +12 +0.8%
VF
986
Virtu Financial
New York
$381K +$73.3K +265 +22%
EH
987
Equitable Holdings
New York
$377K +$154K +556 +61%
TIA
988
Tiemann Investment Advisors
California
$376K +$277 +1 +0.1%
LBC
989
Lawrence B. Cohen
$374K -$156K -565 -28%
SCM
990
Shelton Capital Management
Colorado
$373K – – –
GWAM
991
Guardian Wealth Advisors (Minnesota)
Minnesota
$373K +$1.66K +6 +0.4%
GHAM
992
Gilman Hill Asset Management
Connecticut
$373K +$182K +657 +82%
OC
993
Oakworth Capital
Alabama
$372K – – –
ESB
994
Essex Savings Bank
Connecticut
$371K -$41.8K -151 -10%
MMA
995
Miracle Mile Advisors
California
$369K +$1.94K +7 +0.5%
CAM
996
Cozad Asset Management
Illinois
$368K -$27.7K -100 -7%
BIC
997
Beach Investment Counsel
Pennsylvania
$368K – – –
CCWA
998
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$366K – – –
SFM
999
Signet Financial Management
New Jersey
$365K +$394K +1,426 New
STC
1000
Sarah T. Connolly
$363K -$231K -835 -37%
38 39
40
41 42