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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
1326
Cottage Street Advisors
Massachusetts
$263K -$14.2K -49 -5%
CAM
1327
Chesapeake Asset Management
New York
$263K -$159K -549 -36%
UAG
1328
United Advisor Group
Ohio
$262K +$278K +962 New
AC
1329
Apella Capital
Connecticut
$260K +$27.2K +94 +10%
GC
1330
Gilbert & Cook
Iowa
$260K +$19.4K +67 +8%
SRC
1331
Stone Run Capital
New York
$259K – – –
MMA
1332
Mizuho Markets Americas
New York
$259K -$15.1K -52 -5%
LNB
1333
Ledyard National Bank
$259K -$16.2K -56 -6%
WFI
1334
West Family Investments
California
$258K +$4.92K +17 +2%
GL
1335
Gerber LLC
Ohio
$257K – – –
WIA
1336
Wetzel Investment Advisors
Indiana
$257K -$11K -38 -4%
TWM
1337
Topsail Wealth Management
North Carolina
$256K +$15.3K +53 +6%
KFC
1338
Klingenstein Fields & Co
New York
$254K – – –
SP
1339
Successful Portfolios
Florida
$254K +$4.34K +15 +2%
CA
1340
Carson Advisory
Georgia
$251K -$15.6K -54 -6%
TCA
1341
Transcend Capital Advisors
New Jersey
$251K -$15.6K -54 -6%
GAM
1342
Grandview Asset Management
Pennsylvania
$250K +$579 +2 +0.2%
MIP
1343
Marietta Investment Partners
Wisconsin
$250K +$265K +916 New
SAA
1344
Southeast Asset Advisors
Georgia
$248K +$5.21K +18 +2%
TCBWMS
1345
Texas Capital Bank Wealth Management Services
Texas
$248K -$49.2K -170 -16%
SHFA
1346
SS&H Financial Advisors
Michigan
$247K – – –
OPWM
1347
Oregon Pacific Wealth Management
Oregon
$247K -$38.2K -132 -13%
CPW
1348
Cove Private Wealth
New York
$247K – – –
QWP
1349
Quotient Wealth Partners
Texas
$246K -$1.74K -6 -0.7%
PAM
1350
PCG Asset Management
New Jersey
$245K -$14.5K -50 -5%
52 53
54
55 56