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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1126
Morningstar Investment Management
Illinois
$466K +$452K +1,653 New
CIG
1127
Cullen Investment Group
Louisiana
$465K -$484K -1,769 -52%
GAM
1128
Groupama Asset Management
France
$463K -$42.7K -156 -9%
CSP
1129
Cary Street Partners
Virginia
$462K -$125K -458 -22%
LIA
1130
LS Investment Advisors
Michigan
$462K – – –
PWM
1131
Perigon Wealth Management
California
$461K +$61K +223 +16%
KSB
1132
Kennebec Savings Bank
Maine
$461K -$26.3K -96 -6%
IGAM
1133
iA Global Asset Management
Quebec, Canada
$461K -$36.7K -134 -8%
ITIM
1134
Indiana Trust & Investment Management
Indiana
$458K – – –
HI
1135
Hudock Inc
Pennsylvania
$455K – – –
SCM
1136
Sterneck Capital Management
Missouri
$451K – – –
PRI
1137
Prepared Retirement Institute
Pennsylvania
$451K +$31.5K +115 +8%
EWA
1138
EverSource Wealth Advisors
Alabama
$449K -$24.6K -90 -5%
ASG
1139
Ariston Services Group
California
$446K – – –
JWCA
1140
J.W. Coons Advisors
Ohio
$443K – – –
FB
1141
Fulton Bank
Pennsylvania
$443K -$3.56K -13 -0.8%
WA
1142
Wealth Architects
California
$442K +$1.37K +5 +0.3%
CF
1143
Centaurus Financial
California
$441K -$10.7K -39 -2%
FCB
1144
First County Bank
Connecticut
$441K +$232K +847 +118%
MWM
1145
Modern Wealth Management
Kansas
$441K -$33.1K -121 -7%
GLA
1146
Good Life Advisors
Pennsylvania
$441K -$129K -473 -23%
CC
1147
Courier Capital
New York
$440K -$11.2K -41 -3%
WT
1148
Washington Trust
Rhode Island
$440K -$6.84K -25 -2%
C
1149
Certuity
Florida
$439K -$226K -825 -35%
IC
1150
IEQ Capital
California
$437K -$152K -555 -26%
44 45
46
47 48