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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1226
Putnam Investments
Massachusetts
$217K -$1.7K -7 -0.8%
FNBSF
1227
First National Bank Sioux Falls
South Dakota
$217K – – –
IC
1228
Intersect Capital
California
$216K -$503K -2,070 -70%
EP
1229
Eudaimonia Partners
Tennessee
$214K +$4.38K +18 +2%
SWA
1230
SFMG Wealth Advisors
Texas
$214K +$216K +890 New
NPT
1231
Nixon Peabody Trust
Massachusetts
$213K – – –
FWM
1232
Frontier Wealth Management
Missouri
$213K +$6.32K +26 +3%
MW
1233
Marcum Wealth
Ohio
$213K +$215K +884 New
9WM
1234
9258 Wealth Management
Ohio
$213K +$215K +886 New
KFGK
1235
Keystone Financial Group (Kentucky)
Kentucky
$212K – – –
WP
1236
WMS Partners
Maryland
$212K +$214K +881 New
MCM
1237
Maple Capital Management
Vermont
$211K -$33.3K -137 -14%
ATC
1238
Adirondack Trust Company
New York
$211K +$48.6K +200 +29%
WPC
1239
White Pine Capital
Minnesota
$210K -$12.2K -50 -5%
AF
1240
Advisornet Financial
Minnesota
$208K -$64.4K -265 -23%
BIP
1241
Bouvel Investment Partners
Pennsylvania
$208K – – –
CAL
1242
Capital Advisors Ltd
Ohio
$208K +$4.38K +18 +2%
BCAM
1243
Boston Common Asset Management
Massachusetts
$208K +$210K +863 New
AWA
1244
Arkadios Wealth Advisors
Georgia
$208K +$210K +864 New
WPC
1245
Wedmont Private Capital
Pennsylvania
$208K +$211K +866 New
GSIS
1246
Global Strategic Investment Solutions
Arizona
$206K -$4.86K -20 -2%
AIM
1247
Allen Investment Management
New York
$206K – – –
BCM
1248
BTR Capital Management
California
$206K – – –
RIA
1249
Realta Investment Advisors
Delaware
$206K +$7.78K +32 +4%
PFBT
1250
Parkside Financial Bank & Trust
Missouri
$206K +$24.1K +99 +13%
48 49
50
51 52