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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1001
Westport Asset Management
Connecticut
$737K – – –
FWCM
1002
Ferguson Wellman Capital Management
Oregon
$737K +$12.3K +40 +2%
FCM
1003
Fire Capital Management
California
$737K +$9.87K +32 +1%
UCI
1004
Uncommon Cents Investing
Wisconsin
$734K +$100K +325 +15%
TIA
1005
Traphagen Investment Advisors
New Jersey
$732K -$15.4K -50 -2%
SC
1006
Syon Capital
California
$732K +$77.1K +250 +11%
CA
1007
Centerpoint Advisors
Massachusetts
$725K -$19.1K -62 -2%
FFA
1008
Farther Finance Advisors
California
$723K -$99.9K -324 -12%
CIC
1009
Carnegie Investment Counsel
Ohio
$723K +$308 +1 +0%
RMCM
1010
Reynders McVeigh Capital Management
Massachusetts
$723K – – –
CCA
1011
Checchi Capital Advisers
California
$722K +$14.5K +47 +2%
CA
1012
Claro Advisors
Massachusetts
$713K -$58.6K -190 -7%
VBCG
1013
Valley Brook Capital Group
Pennsylvania
$712K -$6.17K -20 -0.8%
GFP
1014
Gryphon Financial Partners
Ohio
$711K +$71.2K +231 +11%
BLC
1015
Brown, Lisle/Cummings
Rhode Island
$710K +$308 +1 +0%
LFA
1016
Legacy Financial Advisors
Kentucky
$709K +$64.5K +209 +10%
UAML
1017
US Asset Management LLC
Pennsylvania
$709K -$4.01K -13 -0.5%
SLI
1018
Sumitomo Life Insurance
Japan
$707K +$9.25K +30 +1%
PCA
1019
Pallas Capital Advisors
Massachusetts
$707K -$103K -334 -12%
PPA
1020
Painted Porch Advisors
California
$705K -$96.2K -312 -12%
CWM
1021
Connecticut Wealth Management
Connecticut
$703K +$12K +39 +2%
C
1022
Certuity
Florida
$702K -$370K -1,200 -34%
GSB
1023
Greenfield Savings Bank
Massachusetts
$700K – – –
SWM
1024
Spire Wealth Management
Virginia
$699K +$34.5K +112 +5%
GPI
1025
General Partner Inc
Pennsylvania
$698K – – –
39 40
41
42 43