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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1126
Perigon Wealth Management
California
$461K +$37.6K +132 +9%
HWMG
1127
Hurlow Wealth Management Group
Indiana
$461K -$570 -2 -0.1%
BLC
1128
Brown, Lisle/Cummings
Rhode Island
$461K – – –
SWMP
1129
Signature Wealth Management Partners
New Jersey
$460K +$285 +1 +0.1%
QP
1130
Quilter Plc
United Kingdom
$459K – – –
ST
1131
Smithfield Trust
Pennsylvania
$459K -$16.5K -58 -4%
AWM
1132
Atticus Wealth Management
Florida
$459K -$17.7K -62 -4%
FFM
1133
Forum Financial Management
Illinois
$454K +$58.1K +204 +16%
BB
1134
Busey Bank
Illinois
$450K -$31K -109 -7%
WAM
1135
Werlinich Asset Management
Connecticut
$449K – – –
BMA
1136
Brooks Moore & Associates
Tennessee
$449K – – –
CFA
1137
CWS Financial Advisors
Michigan
$442K – – –
IBOK
1138
Independence Bank of Kentucky
Kentucky
$439K -$1.42K -5 -0.3%
SIM
1139
Sentry Investment Management
Wisconsin
$439K – – –
DIP
1140
DT Investment Partners
Pennsylvania
$438K – – –
HIA
1141
Harbor Investment Advisory
Maryland
$437K +$13.4K +47 +3%
GHAM
1142
Gilman Hill Asset Management
Connecticut
$436K – – –
SEC
1143
Seven Eight Capital
New York
$436K +$414K +1,455 New
LA
1144
Legacy Advisors
Pennsylvania
$435K +$14.8K +52 +4%
OC
1145
Oakworth Capital
Alabama
$434K – – –
SIA
1146
Schear Investment Advisers
Ohio
$432K +$193K +676 +88%
RSWM
1147
Robertson Stephens Wealth Management
California
$430K -$3.13K -11 -0.8%
IF
1148
Insight Folios
North Carolina
$428K -$4.56K -16 -1%
MA
1149
MCF Advisors
Kentucky
$428K +$169K +592 +71%
UCB
1150
United Community Bank
South Carolina
$425K +$404K +1,420 New
44 45
46
47 48