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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1051
Signet Financial Management
New Jersey
$525K -$10.7K -38 -2%
JCM
1052
Jag Capital Management
Missouri
$523K +$205K +728 +75%
WCM
1053
Windward Capital Management
California
$523K -$2.54K -9 -0.5%
CCM
1054
Compton Capital Management
Rhode Island
$522K – – –
WIC
1055
Wilkins Investment Counsel
Massachusetts
$522K – – –
ACA
1056
Aptus Capital Advisors
Alabama
$522K – – –
CA
1057
CoreCap Advisors
Michigan
$522K +$477K +1,693 New
DWM
1058
Defined Wealth Management
Oregon
$521K – – –
TIA
1059
Tiemann Investment Advisors
California
$519K +$24K +85 +5%
OPS
1060
Orion Portfolio Solutions
Nebraska
$518K +$116K +410 +32%
SAG
1061
SageView Advisory Group
California
$518K +$473K +1,680 New
DIA
1062
Dana Investment Advisors
Wisconsin
$516K +$472K +1,675 New
IBOK
1063
Independence Bank of Kentucky
Kentucky
$512K -$506K -1,795 -52%
CHAM
1064
Clear Harbor Asset Management
Connecticut
$511K – – –
EH
1065
Equitable Holdings
New York
$509K -$15.2K -54 -3%
LC
1066
LCNB Corp
Ohio
$506K +$101K +360 +28%
SP
1067
Symmetry Partners
Connecticut
$505K +$48.5K +172 +12%
GAM
1068
Grandview Asset Management
Pennsylvania
$503K -$13K -46 -3%
WA
1069
Wealth Architects
California
$502K -$1.13K -4 -0.2%
PA
1070
Pinnacle Associates
New York
$502K +$95.8K +340 +26%
DA
1071
Dover Advisors
Virginia
$501K +$456K +1,618 New
SWP
1072
Summit Wealth Partners
Florida
$499K – – –
TF
1073
Tompkins Financial
New York
$498K -$50.7K -180 -10%
ESB
1074
Essex Savings Bank
Connecticut
$498K +$18K +64 +4%
RP
1075
Rowlandmiller & Partners
Georgia
$497K – – –
41 42
43
44 45