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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1176
Empirical Wealth Management
Washington
$271K +$3.47K +14 +1%
LFM
1177
LGT Fund Management
Liechtenstein
$270K – – –
EL
1178
Essex LLC
Illinois
$269K – – –
WPC
1179
Waters Parkerson & Co
Louisiana
$269K – – –
LWP
1180
Lumature Wealth Partners
Georgia
$269K +$9.41K +38 +3%
NL
1181
NWAM LLC
Washington
$267K -$101K -410 -26%
UF
1182
Univest Financial
Pennsylvania
$267K -$31.9K -129 -10%
TC
1183
Trust Company
Kansas
$267K +$206K +831 +261%
PAM
1184
Premier Asset Management
Illinois
$267K +$284K +1,146 New
MFG
1185
MTM Financial Group
Pennsylvania
$267K – – –
MWM
1186
Meridian Wealth Management
Kentucky
$266K -$32.2K -130 -10%
PWMG
1187
Prestige Wealth Management Group
New Jersey
$266K +$9.9K +40 +4%
CYG
1188
Clean Yield Group
Vermont
$265K – – –
MCM
1189
Maple Capital Management
Vermont
$265K +$5.69K +23 +3%
IAIM
1190
International Assets Investment Management
Florida
$265K +$30.9K +125 +12%
BOS
1191
Bank of Stockton
California
$264K -$72K -291 -20%
SP
1192
Successful Portfolios
Florida
$262K – – –
DY
1193
Dowling & Yahnke
California
$262K +$7.67K +31 +3%
DBIA
1194
Dumont & Blake Investment Advisors
New Jersey
$261K -$1.37M -5,519 -83%
MWM
1195
Modera Wealth Management
New Jersey
$261K +$4.7K +19 +2%
APWM
1196
Atlas Private Wealth Management
New York
$256K – – –
SWK
1197
Stephen W. Kidder
$256K – – –
SRC
1198
Stone Run Capital
New York
$256K – – –
1IA
1199
1620 Investment Advisors
Massachusetts
$256K +$1.49K +6 +0.5%
LFAS
1200
Level Four Advisory Services
Texas
$255K -$8.66K -35 -3%
46 47
48
49 50