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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1376
Mystic Asset Management
Rhode Island
$236K – – –
VAM
1377
Verity Asset Management
North Carolina
$235K +$6.26K +22 +3%
BHBT
1378
Burke & Herbert Bank & Trust
Virginia
$235K -$37.6K -132 -14%
FCB
1379
First County Bank
Connecticut
$233K -$55.5K -195 -20%
CWM
1380
CarsonAllaria Wealth Management
Illinois
$233K -$4.27K -15 -2%
HT
1381
Headlands Technologies
Illinois
$231K +$220K +772 New
FWA
1382
FSM Wealth Advisors
Ohio
$229K -$13.4K -47 -6%
PPC
1383
Park Place Capital
Alabama
$229K +$1.99K +7 +0.9%
SC
1384
SouthState Corp
Florida
$226K -$155K -546 -42%
TFA
1385
Tranquilli Financial Advisor
New Jersey
$225K -$4.56K -16 -2%
TA
1386
TrueWealth Advisors
Alabama
$224K +$213K +749 New
BAM
1387
Byrne Asset Management
New Jersey
$224K -$3.7K -13 -2%
APA
1388
Astoria Portfolio Advisors
New York
$224K -$3.42K -12 -2%
MFG
1389
Magnus Financial Group
New York
$223K +$3.13K +11 +1%
CIC
1390
Cornercap Investment Counsel
Georgia
$222K – – –
MLL
1391
Moody Lynn & Lieberson
Massachusetts
$219K -$179K -630 -46%
MCM
1392
Monument Capital Management
Virginia
$219K -$24.5K -86 -11%
SL
1393
Sentinus LLC
Illinois
$218K -$6.26K -22 -3%
GAM
1394
Gotham Asset Management
New York
$218K +$207K +727 New
RCAG
1395
Rehmann Capital Advisory Group
Michigan
$216K +$3.13K +11 +2%
FHC
1396
First Heartland Consultants
Missouri
$216K +$1.42K +5 +0.7%
AWM
1397
Aberdeen Wealth Management
Illinois
$215K +$205K +719 New
VWA
1398
V Wealth Advisors
Kansas
$215K +$204K +717 New
MRWM
1399
ML&R Wealth Management
Texas
$214K – – –
BCP
1400
Blue Chip Partners
Michigan
$213K +$18.5K +65 +10%
54 55
56
57 58