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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
976
First National Trust
Pennsylvania
$492K +$48.3K +188 +11%
BFA
977
Beaumont Financial Advisors
Massachusetts
$488K -$771 -3 -0.2%
CAMG
978
CWA Asset Management Group
Florida
$486K +$3.08K +12 +0.6%
WA
979
WBH Advisory
Maryland
$485K +$38.5K +150 +8%
BFA
980
Brendel Financial Advisors
New Hampshire
$484K – – –
ITIM
981
Indiana Trust & Investment Management
Indiana
$482K – – –
DSC
982
Duncker Streett & Co
Missouri
$480K – – –
EWA
983
EP Wealth Advisors
California
$475K +$49.1K +191 +11%
HWMG
984
Hurlow Wealth Management Group
Indiana
$469K – – –
FMAEN1
985
Fund Management at Engine No 1
California
$469K +$483K +1,878 New
TW
986
TrinityPoint Wealth
Connecticut
$463K +$15.9K +62 +3%
PL
987
Plancorp LLC
Missouri
$462K -$2.06K -8 -0.4%
CFMC
988
Curbstone Financial Management Corp
New Hampshire
$461K – – –
PT
989
Plimoth Trust
Massachusetts
$460K -$8.99K -35 -2%
ADL
990
Asset Dedication LLC
California
$455K -$45.7K -178 -9%
CWP
991
Concord Wealth Partners
Virginia
$453K +$170K +662 +58%
DIP
992
DT Investment Partners
Pennsylvania
$452K +$80.2K +312 +21%
PWS
993
Peterson Wealth Services
Utah
$452K +$120K +466 +35%
APW
994
Acima Private Wealth
Virginia
$450K – – –
WIA
995
Westbourne Investment Advisors
Maryland
$450K – – –
MGIA
996
Moneta Group Investment Advisors
Missouri
$450K +$15.2K +59 +3%
BOTW
997
Bank of the West
California
$449K -$27.5K -107 -6%
WTB
998
Washington Trust Bank
Washington
$443K -$40.1K -156 -8%
AP
999
Appleton Partners
Massachusetts
$442K -$79.7K -310 -15%
SC
1000
SouthState Corp
Florida
$438K +$165K +644 +58%
38 39
40
41 42