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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1026
Smithfield Trust
Pennsylvania
$458K -$294 -1 -0.1%
OIA
1027
OneDigital Investment Advisors
Kansas
$457K +$29.1K +99 +7%
SWP
1028
Summit Wealth Partners
Florida
$456K – – –
BMA
1029
Brooks Moore & Associates
Tennessee
$456K – – –
JFL
1030
Jarislowsky, Fraser Ltd
Quebec, Canada
$456K – – –
RP
1031
Rowlandmiller & Partners
Georgia
$456K – – –
DIP
1032
DT Investment Partners
Pennsylvania
$455K -$65.2K -222 -13%
DIA
1033
Dana Investment Advisors
Wisconsin
$455K -$7.05K -24 -2%
LSA
1034
Lion Street Advisors
Texas
$453K – – –
SFM
1035
Signet Financial Management
New Jersey
$451K +$16.4K +56 +4%
GL
1036
Graypoint LLC
New York
$447K -$37K -126 -8%
TIA
1037
Tiemann Investment Advisors
California
$447K +$294 +1 +0.1%
SP
1038
Symmetry Partners
Connecticut
$446K +$41.1K +140 +11%
GHAM
1039
Gilman Hill Asset Management
Connecticut
$443K – – –
GWAM
1040
Guardian Wealth Advisors (Minnesota)
Minnesota
$442K -$1.47K -5 -0.3%
OC
1041
Oakworth Capital
Alabama
$442K – – –
SSW
1042
Smith Shellnut Wilson
Mississippi
$438K +$9.39K +32 +2%
BIC
1043
Beach Investment Counsel
Pennsylvania
$437K – – –
CAM
1044
Cozad Asset Management
Illinois
$437K – – –
BAM
1045
Barrett Asset Management
New York
$435K +$40.5K +138 +11%
WA
1046
Wealth Architects
California
$433K -$19.4K -66 -4%
BWP
1047
Baldwin Wealth Partners
Massachusetts
$433K +$14.7K +50 +4%
OPCM
1048
Osborne Partners Capital Management
California
$431K +$120K +410 +41%
PWA
1049
Phoenix Wealth Advisors
North Carolina
$430K +$319K +1,086 +331%
LGA
1050
Lebenthal Global Advisors
New York
$429K +$414K +1,411 New
40 41
42
43 44