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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWA
1226
Henrickson Nauta Wealth Advisors
Michigan
$318K – – –
FAFN
1227
First Affirmative Financial Network
Colorado
$318K +$1.47K +6 +0.5%
SCM
1228
Shelton Capital Management
Colorado
$318K – – –
FHB
1229
First Hawaiian Bank
Hawaii
$318K +$321K +1,312 New
SSW
1230
Smith Shellnut Wilson
Mississippi
$316K -$4.41K -18 -1%
AB
1231
Atlas Brown
Kentucky
$315K -$12.3K -50 -4%
MMA
1232
Miracle Mile Advisors
California
$313K +$16.9K +69 +6%
VIM
1233
Vista Investment Management
Pennsylvania
$312K +$35.5K +145 +13%
AWM
1234
Atticus Wealth Management
Florida
$311K -$6.62K -27 -2%
CAM
1235
Close Asset Management
United Kingdom
$311K -$822K -3,354 -72%
SIM
1236
Sentry Investment Management
Wisconsin
$311K +$28.9K +118 +10%
MW
1237
Marcum Wealth
Ohio
$310K +$38.2K +156 +14%
TWM
1238
Trueblood Wealth Management
Ohio
$309K +$13.7K +56 +5%
TCOTS
1239
Trust Company of the South
North Carolina
$309K +$312K +1,274 New
PIM
1240
Platinum Investment Management
Australia
$308K +$312K +1,273 New
PHIC
1241
Pine Haven Investment Counsel
Massachusetts
$306K – – –
PL
1242
Plancorp LLC
Missouri
$306K +$29.4K +120 +11%
MWA
1243
Midland Wealth Advisors
Illinois
$305K +$40.2K +164 +15%
CW
1244
CreativeOne Wealth
Kansas
$305K -$21.6K -88 -7%
ZIG
1245
Zullo Investment Group
Pennsylvania
$305K +$26.2K +107 +9%
WG
1246
Welch Group
Alabama
$303K +$45.3K +185 +17%
BCM
1247
Brown Capital Management
Maryland
$303K – – –
TFP
1248
Tilia Fiduciary Partners
North Carolina
$303K +$14.9K +61 +5%
BL
1249
Balentine LLC
Georgia
$302K -$69.3K -283 -18%
SCM
1250
Sitrin Capital Management
California
$301K -$4.51M -18,389 -94%
48 49
50
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