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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWA
1076
Oak Hill Wealth Advisors
Virginia
$530K -$13.7K -50 -3%
FAT
1077
First American Trust
California
$530K -$194K -710 -27%
CFA
1078
Cahill Financial Advisors
Minnesota
$529K – – –
SAM
1079
Sequent Asset Management
Texas
$529K – – –
EWS
1080
Evergreen Wealth Solutions
Pennsylvania
$528K – – –
NRS
1081
Neville Rodie & Shaw
New York
$528K -$15K -55 -3%
KP
1082
Keel Point
Alabama
$528K +$131K +479 +34%
GPI
1083
General Partner Inc
Pennsylvania
$527K -$137K -500 -21%
LS
1084
Livforsakringsbolaget Skandia
Sweden
$525K – – –
SPL
1085
Smart Portfolios LLC
Washington
$525K -$4.1K -15 -0.8%
FPWM
1086
FSB Premier Wealth Management
Iowa
$521K +$2.19K +8 +0.4%
WA
1087
WBH Advisory
Maryland
$521K -$6.84K -25 -1%
PAM
1088
Parvin Asset Management
South Dakota
$519K – – –
TAM
1089
Titleist Asset Management
Texas
$518K +$4.38K +16 +0.9%
BOH
1090
Bank of Hawaii
Hawaii
$518K -$490K -1,792 -49%
CWS
1091
Cypress Wealth Services
California
$518K +$8.48K +31 +2%
LFAS
1092
Level Four Advisory Services
Texas
$515K +$5.47K +20 +1%
AFM
1093
Abbot Financial Management
Massachusetts
$515K -$13.7K -50 -3%
GSEP
1094
Golden State Equity Partners
California
$515K +$499K +1,825 New
LSA
1095
Lion Street Advisors
Texas
$515K -$12.9K -47 -3%
FRA
1096
Frank Rimerman Advisors
California
$514K -$79.1K -289 -14%
1IA
1097
1834 Investment Advisors
Wisconsin
$512K – – –
EWM
1098
EPG Wealth Management
Georgia
$511K -$8.76K -32 -2%
WIA
1099
Westbourne Investment Advisors
Maryland
$508K – – –
ESB
1100
Essex Savings Bank
Connecticut
$502K -$9.85K -36 -2%
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