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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
976
MGB Wealth Management
Texas
$762K +$765K +2,783 New
BSW
977
Buckingham Strategic Wealth
Missouri
$760K +$64.9K +236 +9%
PWG
978
Portside Wealth Group
Utah
$760K -$48.4K -176 -6%
BW
979
Bison Wealth
Georgia
$757K +$19K +69 +3%
PFS
980
Physicians Financial Services
North Carolina
$749K -$112K -407 -13%
BWAM
981
Boyd Watterson Asset Management
Ohio
$742K -$1.38K -5 -0.2%
RMDI
982
R.M. Davis Inc
Maine
$741K -$95.1K -346 -11%
QPW
983
Quantum Private Wealth
Florida
$737K – – –
LIA
984
LS Investment Advisors
Michigan
$736K – – –
SIAG
985
Signet Investment Advisory Group
Rhode Island
$734K +$106K +384 +17%
PWC
986
PYA Waltman Capital
Tennessee
$733K +$91K +331 +14%
CRC
987
Curi RMB Capital
Illinois
$733K -$20.3K -74 -3%
CG
988
Caprock Group
Idaho
$732K -$7.15K -26 -1%
NEI
989
Northwest & Ethical Investments
Ontario, Canada
$729K – – –
PCA
990
Pallas Capital Advisors
Massachusetts
$726K -$2.75K -10 -0.4%
SWM
991
Salvus Wealth Management
New Jersey
$726K -$7.42K -27 -1%
HAG
992
HF Advisory Group
Maryland
$724K +$142K +518 +24%
UAML
993
US Asset Management LLC
Pennsylvania
$723K +$726K +2,639 New
CPIA
994
Cornell Pochily Investment Advisors
New York
$718K -$146K -532 -17%
P
995
Pitcairn
Pennsylvania
$716K -$10.4K -38 -1%
IBOK
996
Independence Bank of Kentucky
Kentucky
$715K +$321K +1,166 +81%
HC
997
Hamilton Capital
Ohio
$714K +$340K +1,237 +90%
VCP
998
Vista Capital Partners
Oregon
$709K – – –
PWP
999
Principle Wealth Partners
Connecticut
$707K – – –
FWCM
1000
Ferguson Wellman Capital Management
Oregon
$703K -$69.8K -254 -9%
38 39
40
41 42