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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
SSCM
1001
Spectrum Strategic Capital Management
Oregon
$629K +$29.4K +101 +5%
MWM
1002
MOR Wealth Management
Pennsylvania
$629K +$282K +968 +82%
KSWWM
1003
Keyes Stange & Wooten Wealth Management
Florida
$628K +$14.8K +51 +2%
RAM
1004
Redmond Asset Management
Virginia
$627K – – –
SCM
1005
Sone Capital Management
New York
$627K +$622K +2,139 New
FDW
1006
Fourth Dimension Wealth
Ohio
$625K +$61.1K +210 +11%
SPWG
1007
Sage Private Wealth Group
Illinois
$620K +$28.5K +98 +5%
BFP
1008
Briaud Financial Planning
Texas
$618K -$11.9K -41 -2%
SCM
1009
SCS Capital Management
Massachusetts
$618K -$8.72K -30 -1%
AAMU
1010
AEGON Asset Management (UK)
United Kingdom
$615K – – –
PTC
1011
Private Trust Company
Ohio
$615K -$9.31K -32 -2%
MCWA
1012
Meadow Creek Wealth Advisors
Georgia
$614K +$14.8K +51 +2%
CAG
1013
Crestwood Advisors Group
Massachusetts
$613K +$59.3K +204 +11%
KA
1014
KDT Advisors
New York
$612K +$21.2K +73 +4%
QCM
1015
Qsemble Capital Management
New York
$610K +$605K +2,080 New
SCI
1016
Stableford Capital II
Arizona
$610K -$6.4K -22 -1%
PA
1017
Perennial Advisors
New York
$609K -$82.6K -284 -12%
EHAM
1018
Eagle Harbor Asset Management
Washington
$607K +$44.8K +154 +8%
SMH
1019
Sanders Morris Harris
Texas
$605K – – –
OIMU
1020
Osmosis Investment Management UK
United Kingdom
$600K -$3.09M -10,638 -84%
GXJ
1021
Global X Japan
Japan
$598K -$83.5K -287 -12%
CI
1022
CX Institutional
Indiana
$598K +$29.1K +100 +5%
TCBWMS
1023
Texas Capital Bank Wealth Management Services
Texas
$597K -$121K -417 -17%
SVWAG
1024
Sound View Wealth Advisors Group
Georgia
$592K -$196K -674 -25%
CI
1025
Cigna Investments
Connecticut
$590K -$32.3K -111 -5%
39 40
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42 43