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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
976
Cornerstone Wealth Management
Missouri
$636K +$65.9K +260 +12%
GSB
977
Greenfield Savings Bank
Massachusetts
$634K +$5.58K +22 +0.9%
FWCM
978
Ferguson Wellman Capital Management
Oregon
$634K – – –
HC
979
Hamilton Capital
Ohio
$625K -$22.3K -88 -4%
WFS
980
Widmann Financial Services
Maryland
$624K +$74.3K +293 +14%
BBA
981
BLB&B Advisors
Pennsylvania
$623K -$12.9K -51 -2%
LCWP
982
Legacy Capital Wealth Partners
Arkansas
$622K +$612K +2,412 New
DWA
983
Douglass Winthrop Advisors
New York
$619K +$254K +1,000 +71%
IAIM
984
International Assets Investment Management
Florida
$617K +$77.9K +307 +15%
GPI
985
General Partner Inc
Pennsylvania
$611K +$4.82K +19 +0.8%
AIP
986
Ameritas Investment Partners
Nebraska
$609K -$875K -3,449 -59%
PWP
987
Precedent Wealth Partners
Texas
$607K +$119K +470 +25%
SMH
988
Sanders Morris Harris
Texas
$604K – – –
GI
989
GAMMA Investing
California
$604K +$207K +817 +54%
CI
990
Cigna Investments
Connecticut
$603K -$4.57K -18 -0.8%
HWA
991
Heritage Wealth Advisors
Virginia
$601K -$147K -580 -20%
BOPW
992
Brandywine Oak Private Wealth
Pennsylvania
$601K +$308K +1,216 +109%
SC
993
Syon Capital
California
$595K +$39.8K +157 +7%
BG
994
Bollard Group
Massachusetts
$594K +$4.06K +16 +0.7%
AIA
995
Angeles Investment Advisors
California
$593K +$21.3K +84 +4%
FFA
996
Farther Finance Advisors
California
$593K +$138K +544 +29%
CPWA
997
Cerro Pacific Wealth Advisors
California
$589K +$579K +2,283 New
DWP
998
Daymark Wealth Partners
Ohio
$587K -$438K -1,727 -43%
TAM
999
Titleist Asset Management
Texas
$586K +$327K +1,288 +131%
FHA
1000
First Horizon Advisors
Tennessee
$586K -$8.12K -32 -1%
38 39
40
41 42