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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1051
Cahill Financial Advisors
Minnesota
$512K – – –
MMG
1052
Monetary Management Group
Missouri
$511K -$28.9K -100 -5%
SAM
1053
Sequent Asset Management
Texas
$511K – – –
SOW
1054
State of Wyoming
Wyoming
$511K +$542K +1,873 +187,300%
NRS
1055
Neville Rodie & Shaw
New York
$511K – – –
EWS
1056
Evergreen Wealth Solutions
Pennsylvania
$511K – – –
SIG
1057
Stonegate Investment Group
Alabama
$509K -$1.4M -4,826 -72%
FNBOMD
1058
First National Bank of Mount Dora
Florida
$508K -$189K -653 -26%
FAT
1059
First American Trust
California
$507K -$5.79K -20 -1%
GWP
1060
Gen-Wealth Partners
Michigan
$507K -$22K -76 -4%
PAM
1061
Parvin Asset Management
South Dakota
$502K – – –
CWS
1062
Cypress Wealth Services
California
$499K -$1.16K -4 -0.2%
BWM
1063
Bulltick Wealth Management
Florida
$499K +$530K +1,830 New
KP
1064
Keel Point
Alabama
$499K -$11.9K -41 -2%
FRA
1065
Frank Rimerman Advisors
California
$497K +$289 +1 +0.1%
1IA
1066
1834 Investment Advisors
Wisconsin
$495K – – –
AFM
1067
Abbot Financial Management
Massachusetts
$495K -$3.76K -13 -0.7%
CFMC
1068
Curbstone Financial Management Corp
New Hampshire
$494K +$23.2K +80 +5%
CPWA
1069
Cerro Pacific Wealth Advisors
California
$493K -$96.7K -334 -16%
EH
1070
Equitable Holdings
New York
$493K -$205K -709 -28%
RDFA
1071
Ritter Daniher Financial Advisory
Ohio
$492K +$523K +1,805 New
WIA
1072
Westbourne Investment Advisors
Maryland
$491K – – –
BOH
1073
Bank of Hawaii
Hawaii
$490K -$11.9K -41 -2%
WANY
1074
Wealthspire Advisors (New York)
New York
$489K +$31.8K +110 +7%
NERM
1075
New England Research & Management
Illinois
$484K -$72.4K -250 -12%
41 42
43
44 45