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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1051
Cahill Financial Advisors
Minnesota
$550K – – –
FFA
1052
Founders Financial Alliance
North Carolina
$550K – – –
IF
1053
Intrua Financial
Texas
$549K -$274K -943 -34%
FWTB
1054
First Western Trust Bank
Colorado
$546K -$650K -2,235 -55%
NRS
1055
Neville Rodie & Shaw
New York
$542K – – –
AFM
1056
Abbot Financial Management
Massachusetts
$542K +$25K +86 +5%
SAM
1057
Sequent Asset Management
Texas
$538K -$11.6K -40 -2%
AB
1058
ANB Bank
Colorado
$535K -$46.8K -161 -8%
LFA
1059
Legacy Financial Advisors
Kentucky
$533K +$98.3K +338 +23%
FCB
1060
First County Bank
Connecticut
$533K +$4.94K +17 +0.9%
LCWP
1061
Legacy Capital Wealth Partners
Arkansas
$533K -$114K -393 -18%
1IA
1062
1834 Investment Advisors
Wisconsin
$532K – – –
CFMC
1063
Curbstone Financial Management Corp
New Hampshire
$531K – – –
SFA
1064
Souders Financial Advisors
Ohio
$528K -$69.8K -240 -12%
TIA
1065
Traphagen Investment Advisors
New Jersey
$528K -$64.9K -223 -11%
JE
1066
JMAC Enterprises
Pennsylvania
$528K – – –
WIA
1067
Westbourne Investment Advisors
Maryland
$528K – – –
CCC
1068
Chelsea Counsel Company
California
$525K -$2.04K -7 -0.4%
BIM
1069
Bridges Investment Management
Nebraska
$524K -$59K -203 -10%
BB
1070
Berkshire Bank
Massachusetts
$518K – – –
PA
1071
Pinnacle Associates
New York
$518K -$174K -599 -25%
CGFA
1072
Colton Groome Financial Advisors
North Carolina
$517K +$53.5K +184 +12%
MAM
1073
Mystic Asset Management
Rhode Island
$517K -$42.5K -146 -8%
LS
1074
Livforsakringsbolaget Skandia
Sweden
$516K – – –
E
1075
Evansbrook
Illinois
$515K +$9.6K +33 +2%
41 42
43
44 45