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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1351
Realta Investment Advisors
Delaware
$248K -$12K -42 -5%
BCM
1352
BTC Capital Management
Iowa
$247K – – –
DAC
1353
Dividend Assets Capital
South Carolina
$247K -$162K -570 -41%
YIA
1354
YHB Investment Advisors
Connecticut
$246K – – –
KGC
1355
Kennon-Green & Company
Ohio
$246K -$33K -116 -12%
WIC
1356
Woodmont Investment Counsel
Tennessee
$246K -$3.99K -14 -2%
RBC
1357
Romano Brothers & Co
Illinois
$245K +$233K +818 New
DCM
1358
Dudley Capital Management
Virginia
$244K – – –
AC
1359
Allstate Corporation
Illinois
$244K – – –
RT
1360
Rockland Trust
Massachusetts
$243K +$12K +42 +5%
PI
1361
Putnam Investments
Massachusetts
$242K – – –
KP
1362
Keel Point
Alabama
$241K +$230K +806 New
BWCS
1363
Beirne Wealth Consulting Services
Connecticut
$241K – – –
KFC
1364
Klingenstein Fields & Co
New York
$241K – – –
CG
1365
CFO4Life Group
Texas
$240K -$21.4K -75 -9%
CC
1366
Cadinha & Co
Hawaii
$240K – – –
CA
1367
Cornerstone Advisors
North Carolina
$240K – – –
DWM
1368
Dorchester Wealth Management
Quebec, Canada
$240K – – –
JSA
1369
Jacobson & Schmitt Advisors
Wisconsin
$240K – – –
SICM
1370
Sustainable Insight Capital Management
New York
$240K +$228K +800 New
CFO
1371
CVA Family Office
Colorado
$239K -$1.42K -5 -0.6%
IAS
1372
Investment Advisory Services
Texas
$238K – – –
RGC
1373
Roberts, Glore & Co
Illinois
$238K -$5.7K -20 -2%
WFS
1374
Widmann Financial Services
Maryland
$238K – – –
MAM
1375
Mystic Asset Management
Rhode Island
$236K – – –
53 54
55
56 57