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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1076
Center for Financial Planning
Michigan
$517K -$88.3K -323 -16%
ACM
1077
Avalon Capital Management
California
$515K – – –
CFMC
1078
Curbstone Financial Management Corp
New Hampshire
$515K +$3.83K +14 +0.8%
LSA
1079
Lion Street Advisors
Texas
$515K +$273 +1 +0.1%
EBA
1080
Eagle Bay Advisors
New York
$514K -$1.09K -4 -0.2%
STA
1081
Summit Trail Advisors
New York
$513K -$96K -351 -17%
EWM
1082
EPG Wealth Management
Georgia
$512K +$470K +1,719 New
FHA
1083
First Horizon Advisors
Tennessee
$509K -$153K -558 -25%
JWM
1084
Jeppson Wealth Management
California
$509K -$6.84K -25 -1%
GTAM
1085
Global Trust Asset Management
Florida
$507K -$1.37K -5 -0.3%
MA
1086
MJP Associates
Connecticut
$506K -$104K -381 -18%
AIMCA
1087
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$506K – – –
MIA
1088
MainStreet Investment Advisors
Illinois
$504K -$342K -1,251 -42%
HHRDM
1089
H&H Retirement Design & Management
Nevada
$503K +$4.38K +16 +1%
EWM
1090
Evercore Wealth Management
New York
$502K – – –
IP
1091
Intellectus Partners
California
$496K +$83.4K +305 +22%
FCAS
1092
First Command Advisory Services
Texas
$492K -$2.19K -8 -0.5%
FNFDCM
1093
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$491K – – –
MWM
1094
Modern Wealth Management
Kansas
$488K +$1.64K +6 +0.4%
CIC
1095
Chase Investment Counsel
Virginia
$487K -$1.09K -4 -0.2%
WA
1096
Wealth Architects
California
$487K -$29.3K -107 -6%
ITIM
1097
Indiana Trust & Investment Management
Indiana
$484K +$27.3K +100 +7%
GXJ
1098
Global X Japan
Japan
$483K -$53.1K -194 -11%
SMA
1099
Sage Mountain Advisors
Georgia
$481K -$7.38K -27 -2%
RFA
1100
Resurgent Financial Advisors
Georgia
$480K -$30.4K -111 -6%
42 43
44
45 46