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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1101
Jeppson Wealth Management
California
$448K -$56.6K -223 -11%
EBA
1102
Eagle Bay Advisors
New York
$447K -$5.58K -22 -1%
ACM
1103
Avalon Capital Management
California
$447K +$439K +1,730 New
LSA
1104
Lion Street Advisors
Texas
$446K +$5.83K +23 +1%
RFA
1105
Resurgent Financial Advisors
Georgia
$445K +$3.3K +13 +0.8%
CFMC
1106
Curbstone Financial Management Corp
New Hampshire
$443K – – –
KFA
1107
Krane Funds Advisors
New York
$441K -$31.7K -125 -7%
GTAM
1108
Global Trust Asset Management
Florida
$440K +$42.4K +167 +11%
IGAM
1109
iA Global Asset Management
Quebec, Canada
$440K -$23.6K -93 -5%
CCM
1110
Chiron Capital Management
Florida
$439K -$24.9K -98 -5%
AIMCA
1111
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$439K -$862K -3,400 -67%
EWM
1112
Evercore Wealth Management
New York
$435K -$10.7K -42 -2%
SG
1113
StoneX Group
New York
$434K +$61.6K +243 +17%
FCAS
1114
First Command Advisory Services
Texas
$429K +$422K +1,662 New
AWM
1115
AE Wealth Management
Kansas
$425K -$155K -612 -27%
FNFDCM
1116
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$425K +$12.7K +50 +3%
SMA
1117
Sage Mountain Advisors
Georgia
$424K +$11.2K +44 +3%
OCBCO
1118
Oversea-Chinese Banking Corp (OCBC)
Singapore
$424K -$133K -526 -24%
GWAM
1119
Guardian Wealth Advisors (Minnesota)
Minnesota
$424K -$5.33K -21 -1%
PT
1120
Plimoth Trust
Massachusetts
$424K – – –
CIC
1121
Chase Investment Counsel
Virginia
$423K +$56.6K +223 +16%
MWM
1122
Modern Wealth Management
Kansas
$421K +$414K +1,632 New
OIAM
1123
OFI Invest Asset Management
France
$420K +$395K +1,557 +828%
MWM
1124
Mission Wealth Management
California
$415K +$61.9K +244 +18%
CC
1125
Courier Capital
New York
$413K – – –
43 44
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