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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1176
Calamos Wealth Management
Illinois
$384K – – –
SAM
1177
Seelaus Asset Management
New Jersey
$381K -$14.1K -50 -4%
WANY
1178
Wealthspire Advisors (New York)
New York
$380K +$347K +1,233 New
AA
1179
ALPS Advisors
Colorado
$380K -$1.13K -4 -0.3%
TFP
1180
Tilia Fiduciary Partners
North Carolina
$379K +$2.25K +8 +0.7%
AIM
1181
Athena Investment Management
California
$378K +$40.3K +143 +13%
MWM
1182
Meridian Wealth Management
Kentucky
$377K +$22.8K +81 +7%
VIM
1183
Vista Investment Management
Pennsylvania
$376K -$3.66K -13 -1%
BOM
1184
Bank of Marin
California
$376K – – –
SC
1185
SouthState Corp
Florida
$375K -$39.7K -141 -10%
OCBCO
1186
Oversea-Chinese Banking Corp (OCBC)
Singapore
$374K +$342K +1,212 New
BIM
1187
Bridges Investment Management
Nebraska
$373K -$42.3K -150 -11%
BCM
1188
Brown Capital Management
Maryland
$371K – – –
HTHT
1189
Hemenway Trust Hemenway Trust
New Hampshire
$370K – – –
RA
1190
Rodgers & Associates
Pennsylvania
$370K – – –
TBNY
1191
Trustco Bank (New York)
New York
$370K – – –
AG
1192
Ascent Group
Virginia
$370K +$32.1K +114 +11%
CA
1193
Carson Advisory
Georgia
$367K -$5.64K -20 -2%
FNA
1194
First National Advisers
Nebraska
$367K -$64.8K -230 -16%
FFA
1195
Founders Financial Alliance
North Carolina
$366K +$564 +2 +0.2%
III
1196
Independent Investors Inc
New York
$366K – – –
EWA
1197
ERTS Wealth Advisors
Michigan
$364K -$2.25K -8 -0.7%
FRM
1198
Fox Run Management
Connecticut
$364K +$333K +1,182 New
PAMG
1199
Patton Albertson Miller Group
Tennessee
$364K -$9.02K -32 -3%
BMC
1200
Beaton Management Company
Massachusetts
$363K – – –
46 47
48
49 50