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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
UCI
976
Uncommon Cents Investing
Wisconsin
$672K -$2.92K -10 -0.4%
BWP
977
Baldwin Wealth Partners
Massachusetts
$670K – – –
MFA
978
Mayflower Financial Advisors
Massachusetts
$667K +$111K +380 +20%
SIA
979
Schechter Investment Advisors
Michigan
$660K -$35.9K -123 -5%
QT
980
Quantamental Technologies
New York
$658K +$669K +2,292 New
SMH
981
Sanders Morris Harris
Texas
$658K – – –
EWM
982
Evercore Wealth Management
New York
$655K -$74.7K -256 -10%
CGL
983
Clarius Group LLC
Washington
$653K -$7.3K -25 -1%
TF
984
Threadgill Financial
Texas
$652K +$663K +2,270 New
AA
985
Argent Advisors
Louisiana
$651K +$59.5K +204 +10%
T
986
TRUADVICE
Florida
$651K +$174K +597 +37%
TW
987
TrinityPoint Wealth
Connecticut
$649K +$13.7K +47 +2%
BG
988
Bollard Group
Massachusetts
$647K – – –
SP
989
Symmetry Partners
Connecticut
$647K +$180K +616 +38%
WT
990
Washington Trust
Rhode Island
$647K -$19.3K -66 -3%
HA
991
Herold Advisors
New York
$646K -$80.3K -275 -11%
AFM
992
Abbot Financial Management
Massachusetts
$642K – – –
CT
993
Chicago Trust
Illinois
$641K -$161K -550 -20%
AWE
994
Avidian Wealth Enterprises
Texas
$639K -$201K -688 -24%
CFP
995
Catalyst Financial Partners
Massachusetts
$637K +$315K +1,081 +95%
CD
996
Chapin Davis
Maryland
$636K +$51.1K +175 +9%
SRAM
997
Spouting Rock Asset Management
Pennsylvania
$635K +$55.7K +191 +9%
DDC
998
DF Dent & Co
Maryland
$633K +$400K +1,370 +164%
NERM
999
New England Research & Management
Illinois
$632K +$642K +2,200 New
VIA
1000
Vident Investment Advisory
Georgia
$632K +$187K +641 +41%
38 39
40
41 42