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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIC
1301
Bedell Frazier Investment Counselling
California
$283K – – –
EGA
1302
E&G Advisors
Texas
$283K – – –
NME
1303
Notis-McConarty Edward
$283K – – –
TBNY
1304
Trustco Bank (New York)
New York
$283K – – –
EA
1305
Eudaimonia Advisors
Tennessee
$283K -$2.64K -9 -0.9%
CG
1306
Corundum Group
Colorado
$283K +$2.05K +7 +0.7%
CIC
1307
Chilton Investment Company
Connecticut
$281K +$291K +992 New
LSIA
1308
LaSalle St. Investment Advisors
Illinois
$280K +$35.8K +122 +14%
CYG
1309
Clean Yield Group
Vermont
$280K – – –
BWM
1310
Baron Wealth Management
Michigan
$278K +$3.81K +13 +1%
BWFA
1311
Baltimore-Washington Financial Advisors
Maryland
$278K +$288K +981 New
HCM
1312
Hillman Capital Management
Maryland
$275K -$260K -885 -48%
PWP
1313
Phillips Wealth Planners
Mississippi
$275K -$11.1K -38 -4%
TF
1314
Trek Financial
Arizona
$274K -$176K -599 -38%
CS
1315
Comerica Securities
Michigan
$273K -$1.02M -3,488 -78%
WEG
1316
World Equity Group
Illinois
$273K +$282K +962 New
TAM
1317
Taurus Asset Management
New York
$271K – – –
BMWM
1318
Brown Miller Wealth Management
Virginia
$270K -$87.1K -297 -24%
CAL
1319
Capital Advisors Ltd
Ohio
$270K +$7.33K +25 +3%
FPWM
1320
FSB Premier Wealth Management
Iowa
$269K +$8.51K +29 +3%
IPW
1321
Inlet Private Wealth
Florida
$268K – – –
BB
1322
Busey Bank
Illinois
$268K -$163K -557 -37%
WANY
1323
Wealthspire Advisors (New York)
New York
$267K +$276K +942 New
CC
1324
Cipher Capital
New York
$266K +$275K +939 New
AWA
1325
Arkadios Wealth Advisors
Georgia
$266K +$25.8K +88 +10%
51 52
53
54 55