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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1026
Anchor Investment Management
South Carolina
$558K -$17.2K -68 -3%
EHAM
1027
Eagle Harbor Asset Management
Washington
$556K +$43.1K +170 +9%
CWM
1028
Chesapeake Wealth Management
Virginia
$555K -$13.7K -54 -2%
PA
1029
Pinnacle Associates
New York
$554K +$199K +786 +58%
PP
1030
Patron Partners
Texas
$553K +$11.9K +47 +2%
GLA
1031
Good Life Advisors
Pennsylvania
$551K +$8.62K +34 +2%
QIM
1032
Quantitative Investment Management
Virginia
$548K -$336K -1,323 -38%
MAM
1033
Milestone Asset Management
Pennsylvania
$544K +$11.7K +46 +2%
SCA
1034
Stonebridge Capital Advisors
Minnesota
$542K -$36.8K -145 -6%
BTI
1035
Blue Trust Inc
Georgia
$541K +$228K +899 +67%
GWP
1036
Gen-Wealth Partners
Michigan
$541K +$46.4K +183 +10%
AAMU
1037
AEGON Asset Management (UK)
United Kingdom
$541K – – –
FA
1038
Faithward Advisors
Pennsylvania
$539K +$47.2K +186 +10%
MA
1039
MJP Associates
Connecticut
$537K +$87.5K +345 +20%
MCM
1040
Manchester Capital Management
Vermont
$536K -$159K -626 -23%
STA
1041
Summit Trail Advisors
New York
$535K +$128K +506 +32%
CFFP
1042
Center for Financial Planning
Michigan
$531K +$11.9K +47 +2%
FRA
1043
Frank Rimerman Advisors
California
$530K +$521K +2,055 New
LPT
1044
Legacy Private Trust
Wisconsin
$527K – – –
TWM
1045
Thrive Wealth Management
Pennsylvania
$526K +$29.4K +116 +6%
PCM
1046
Prelude Capital Management
New York
$522K +$513K +2,023 New
AFM
1047
Armstrong Fleming & Moore
District of Columbia
$519K -$13.2K -52 -3%
MCM
1048
Magnolia Capital Management
New York
$519K – – –
SSA
1049
Schonfeld Strategic Advisors
New York
$518K -$1.87M -7,385 -79%
BSHC
1050
Breed's Hill Capital
Massachusetts
$516K – – –
40 41
42
43 44