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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1151
RiverFront Investment Group
Virginia
$424K -$133K -484 -25%
UAG
1152
United Advisor Group
Ohio
$423K +$18.2K +66 +5%
SWP
1153
Summit Wealth Partners
Florida
$423K +$20.7K +75 +5%
RFA
1154
Resurgent Financial Advisors
Georgia
$422K -$7.44K -27 -2%
BOPW
1155
Brandywine Oak Private Wealth
Pennsylvania
$422K -$138K -502 -26%
BBA
1156
BLB&B Advisors
Pennsylvania
$422K -$255K -926 -39%
AWAP
1157
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$422K -$12.4K -45 -3%
DIP
1158
DT Investment Partners
Pennsylvania
$421K – – –
MBTD
1159
Mechanics Bank - Trust Department
California
$419K -$89.9K -326 -18%
CF
1160
Centaurus Financial
California
$418K -$54.9K -199 -12%
MGIA
1161
Moneta Group Investment Advisors
Missouri
$418K -$19.6K -71 -5%
JWM
1162
Jeppson Wealth Management
California
$417K -$1.38K -5 -0.3%
VIM
1163
Vista Investment Management
Pennsylvania
$416K -$2.21K -8 -0.6%
KFS
1164
Keynote Financial Services
Connecticut
$414K – – –
TFG
1165
Taylor Financial Group
Virginia
$411K -$5.51K -20 -1%
MCM
1166
Manchester Capital Management
Vermont
$409K -$2.76K -10 -0.7%
LIP
1167
Lynch Investment Planning
Pennsylvania
$408K +$2.48K +9 +0.6%
ASG
1168
Ariston Services Group
California
$407K -$435K -1,576 Closed
PPWM
1169
Paragon Private Wealth Management
Kentucky
$406K +$30.3K +110 +9%
ICP
1170
Impact Capital Partners
Colorado
$405K +$11K +40 +3%
WKWM
1171
Walter & Keenan Wealth Management
Indiana
$405K -$551 -2 -0.1%
CAM
1172
Cidel Asset Management
Ontario, Canada
$404K +$79.7K +289 +26%
GAM
1173
Groupama Asset Management
France
$404K +$9.38K +34 +3%
PWMAG
1174
Pinnacle Wealth Management Advisory Group
New Jersey
$403K -$80.5K -292 -17%
CRIG
1175
Charter Research & Investment Group
Connecticut
$402K – – –
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