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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1326
Bedel Financial Consulting
Indiana
$79K – – –
BSWA
1327
Bromfield Sneider Wealth Advisors
Massachusetts
$75K +$77.1K +300 New
BWL
1328
Bogart Wealth LLC
Virginia
$71K – – –
MTIC
1329
Missouri Trust & Investment Company
Missouri
$71K – – –
PB
1330
Pinnacle Bancorp
Nebraska
$67K +$46.3K +180 +202%
COCM
1331
Charter Oak Capital Management
New Hampshire
$64K – – –
PG
1332
Proffitt & Goodson
Tennessee
$63K +$64.5K +251 New
HNWAG
1333
High Net Worth Advisory Group
Florida
$62K -$14.4K -56 -18%
NOI
1334
Newton One Investments
Delaware
$62K – – –
TWA
1335
TCI Wealth Advisors
Arizona
$59K -$23.1K -90 -27%
TC
1336
Trust Company
Kansas
$57K +$4.63K +18 +9%
RTC
1337
Riverview Trust Company
Washington
$57K +$32.1K +125 +120%
KFA
1338
Krane Funds Advisors
New York
$57K +$59.1K +230 New
FAG
1339
Fortitude Advisory Group
Washington
$56K – – –
GWSG
1340
GPS Wealth Strategies Group
Colorado
$54K +$257 +1 +0.5%
PMFA
1341
Plante Moran Financial Advisors
Michigan
$52K -$25.4K -99 -32%
T
1342
TCWP
Ohio
$52K +$54.5K +212 New
RIM
1343
Rockbridge Investment Management
New York
$51.8K +$10.5K +41 +25%
TSW
1344
Thompson Siegel & Walmsley
Virginia
$51K -$1.03K -4 -2%
LWA
1345
Lowe Wealth Advisors
Maryland
$50K – – –
NF
1346
Norwood Financial
Pennsylvania
$50K – – –
OLVIG
1347
Oliver Lagore Vanvalin Investment Group
Michigan
$50K +$51.4K +200 New
FPS
1348
Fieldpoint Private Securities
Connecticut
$49K -$68.9K -268 -58%
KIG
1349
Kessler Investment Group
Indiana
$48K – – –
FPFS
1350
First Personal Financial Services
North Carolina
$47K – – –
52 53
54
55 56