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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1151
Heritage Wealth Advisors
Virginia
$397K – – –
SFA
1152
Souders Financial Advisors
Ohio
$396K +$187K +647 +80%
JWM
1153
Jeppson Wealth Management
California
$396K – – –
UCB
1154
United Community Bank
South Carolina
$396K -$11K -38 -3%
CIG
1155
Cullen Investment Group
Louisiana
$396K -$55.6K -192 -12%
PT
1156
Plimoth Trust
Massachusetts
$395K -$868 -3 -0.2%
DIP
1157
DT Investment Partners
Pennsylvania
$395K – – –
PAG
1158
Powers Advisory Group
Illinois
$395K -$77.3K -267 -16%
AWAP
1159
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$394K +$8.97K +31 +2%
VIM
1160
Vista Investment Management
Pennsylvania
$393K -$4.05K -14 -1%
ACM
1161
Arcataur Capital Management
Wisconsin
$392K -$11.9K -41 -3%
TFG
1162
Taylor Financial Group
Virginia
$391K – – –
VCWM
1163
Vista Cima Wealth Management
Arizona
$390K +$414K +1,431 New
PFBT
1164
Parkside Financial Bank & Trust
Missouri
$390K -$66.6K -230 -14%
GTAM
1165
Global Trust Asset Management
Florida
$390K +$2.32K +8 +0.6%
MFG
1166
MidWestOne Financial Group
Iowa
$389K +$2.03K +7 +0.5%
CBB
1167
Citizens Business Bank
California
$389K +$413K +1,427 New
KFS
1168
Keynote Financial Services
Connecticut
$389K -$2.9K -10 -0.7%
SCA
1169
Stuart Chaussee & Associates
California
$387K – – –
BCV
1170
Banque Cantonale Vaudoise
Switzerland
$387K -$31.6K -109 -7%
EFG
1171
Everhart Financial Group
Ohio
$383K +$64.8K +224 +19%
WKWM
1172
Walter & Keenan Wealth Management
Indiana
$383K +$2.9K +10 +0.7%
GLLW
1173
Graves Light Lenhart Wealth
Virginia
$381K -$28.1K -97 -6%
NI
1174
Natural Investments
California
$381K – – –
ITIM
1175
Indiana Trust & Investment Management
Indiana
$381K -$65.1K -225 -14%
45 46
47
48 49