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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1076
YHB Investment Advisors
Connecticut
$290K -$74.2K -258 -21%
MYIA
1077
Mount Yale Investment Advisors
Colorado
$290K +$280K +972 New
BOS
1078
Bank of Stockton
California
$290K +$280K +974 New
WIP
1079
Wellesley Investment Partners
Massachusetts
$287K -$44K -153 -14%
BWCS
1080
Beirne Wealth Consulting Services
Connecticut
$285K +$274K +954 New
EFSCE
1081
Enterprise Financial Services Corp (EFSC)
Missouri
$283K – – –
WPC
1082
White Pine Capital
Minnesota
$283K – – –
IPW
1083
Inlet Private Wealth
Florida
$282K – – –
MOS
1084
MGO One Seven
Ohio
$281K +$271K +941 New
LW
1085
Linscomb Wealth
Texas
$280K -$165K -572 -38%
TFM
1086
TFC Financial Management
Massachusetts
$280K +$271K +941 New
CCT
1087
Country Club Trust
Missouri
$279K – – –
WWM
1088
Western Wealth Management
Colorado
$278K +$16.7K +58 +7%
LFA
1089
Legacy Financial Advisors
Kentucky
$278K +$268K +933 New
PA
1090
Pinnacle Associates
New York
$276K -$100K -348 -27%
IP
1091
Investment Partners
Ohio
$276K -$20.1K -70 -7%
WP
1092
WealthSource Partners
California
$273K +$21.6K +75 +9%
MBTD
1093
Mechanics Bank - Trust Department
California
$273K +$263K +915 New
OIA
1094
Optimum Investment Advisors
Illinois
$270K – – –
LA
1095
LexAurum Advisors
Kansas
$269K – – –
ECM
1096
Ensemble Capital Management
California
$268K – – –
CT
1097
Chicago Trust
Illinois
$268K +$258K +898 New
KFC
1098
Klingenstein Fields & Co
New York
$267K -$3.74K -13 -1%
VLC
1099
Van Leeuwen & Company
New Jersey
$264K -$261K -906 -51%
AA
1100
ALPS Advisors
Colorado
$264K -$29.1K -101 -10%
42 43
44
45 46