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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWA
1176
Henrickson Nauta Wealth Advisors
Michigan
$402K – – –
WPW
1177
Waldron Private Wealth
Pennsylvania
$402K +$15K +55 +4%
PWMAG
1178
Pinnacle Wealth Management Advisory Group
New Jersey
$400K -$39.4K -144 -10%
CI
1179
CX Institutional
Indiana
$400K +$9.3K +34 +3%
TFP
1180
Tilia Fiduciary Partners
North Carolina
$399K +$16.4K +60 +5%
RSWM
1181
Robertson Stephens Wealth Management
California
$397K +$82.3K +301 +29%
LAM
1182
Lewis Asset Management
California
$397K +$1.09K +4 +0.3%
WKWM
1183
Walter & Keenan Wealth Management
Indiana
$397K -$8.75K -32 -2%
IF
1184
Insight Folios
North Carolina
$395K -$3.56K -13 -1%
GS
1185
GTS Securities
Florida
$395K -$468K -1,711 -56%
SC
1186
Sapient Capital
Indiana
$393K +$273 +1 +0.1%
FFG
1187
Fiduciary Financial Group
California
$392K +$98.7K +361 +40%
SCM
1188
Shelton Capital Management
Colorado
$391K – – –
AB
1189
Atlas Brown
Kentucky
$389K +$547 +2 +0.2%
SSW
1190
Smith Shellnut Wilson
Mississippi
$388K – – –
HL
1191
HeadInvest LLC
Maine
$388K +$26K +95 +8%
ADL
1192
Asset Dedication LLC
California
$387K -$20.5K -75 -5%
CA
1193
Cornerstone Advisory
Maryland
$387K -$2.46K -9 -0.7%
TCOTS
1194
Trust Company of the South
North Carolina
$386K +$6.29K +23 +2%
BAWM
1195
Bennett Associates Wealth Management
Pennsylvania
$380K -$25.4K -93 -7%
AWM
1196
Axxcess Wealth Management
California
$378K -$409K -1,496 -54%
GWMR
1197
GC Wealth Management RIA
Massachusetts
$377K +$27.6K +101 +9%
SCM
1198
Sterling Capital Management
North Carolina
$376K +$346K +1,264 New
TWM
1199
Trueblood Wealth Management
Ohio
$375K -$7.38K -27 -2%
ACM
1200
Allred Capital Management
Texas
$375K +$10.9K +40 +3%
46 47
48
49 50