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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
1001
Briaud Financial Planning
Texas
$618K -$11.9K -41 -2%
SCM
1002
SCS Capital Management
Massachusetts
$618K -$8.72K -30 -1%
AAMU
1003
AEGON Asset Management (UK)
United Kingdom
$615K – – –
PTC
1004
Private Trust Company
Ohio
$615K -$9.31K -32 -2%
MCWA
1005
Meadow Creek Wealth Advisors
Georgia
$614K +$14.8K +51 +2%
CAG
1006
Crestwood Advisors Group
Massachusetts
$613K +$59.3K +204 +11%
KA
1007
KDT Advisors
New York
$612K +$21.2K +73 +4%
QCM
1008
Qsemble Capital Management
New York
$610K +$605K +2,080 New
SCI
1009
Stableford Capital II
Arizona
$610K -$6.4K -22 -1%
PA
1010
Perennial Advisors
New York
$609K -$82.6K -284 -12%
EHAM
1011
Eagle Harbor Asset Management
Washington
$607K +$44.8K +154 +8%
SMH
1012
Sanders Morris Harris
Texas
$605K – – –
OIMU
1013
Osmosis Investment Management UK
United Kingdom
$600K -$3.09M -10,638 -84%
GXJ
1014
Global X Japan
Japan
$598K -$83.5K -287 -12%
CI
1015
CX Institutional
Indiana
$598K +$29.1K +100 +5%
TCBWMS
1016
Texas Capital Bank Wealth Management Services
Texas
$597K -$121K -417 -17%
SVWAG
1017
Sound View Wealth Advisors Group
Georgia
$592K -$196K -674 -25%
CI
1018
Cigna Investments
Connecticut
$590K -$32.3K -111 -5%
SCA
1019
Stonebridge Capital Advisors
Minnesota
$587K -$4.94K -17 -0.8%
BRWM
1020
Blue Rock Wealth Management
North Carolina
$586K – – –
PWM
1021
Partnership Wealth Management
Maryland
$586K – – –
CFFP
1022
Center for Financial Planning
Michigan
$586K -$1.45K -5 -0.2%
MCM
1023
Magnolia Capital Management
New York
$586K -$11.6K -40 -2%
CCA
1024
Checchi Capital Advisers
California
$585K -$582 -2 -0.1%
RWP
1025
Revolve Wealth Partners
New Jersey
$585K +$2.62K +9 +0.5%
39 40
41
42 43