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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
EBT
1376
Enterprise Bank & Trust
Massachusetts
$243K – – –
ST
1377
Sabal Trust
Florida
$242K -$65.9K -241 -23%
WFI
1378
West Family Investments
California
$240K +$220K +806 New
PAMG
1379
Patton Albertson Miller Group
Tennessee
$239K -$1.37K -5 -0.6%
RC
1380
Rovin Capital
Arizona
$239K +$219K +802 New
AIA
1381
Alera Investment Advisors
Illinois
$239K -$12.3K -45 -5%
NC
1382
NBW Capital
Massachusetts
$238K +$219K +801 New
HWA
1383
Heartwood Wealth Advisors
Virginia
$238K -$129K -471 -37%
BWCS
1384
Beirne Wealth Consulting Services
Connecticut
$238K – – –
DWM
1385
Dorchester Wealth Management
Quebec, Canada
$238K – – –
DCM
1386
Dudley Capital Management
Virginia
$238K – – –
JSA
1387
Jacobson & Schmitt Advisors
Wisconsin
$238K – – –
HBW
1388
Hazlett, Burt & Watson
West Virginia
$238K -$14.5K -53 -6%
CBTWT
1389
Community Bank & Trust (Waco, Texas)
Texas
$238K – – –
AWM
1390
Aberdeen Wealth Management
Illinois
$238K +$219K +799 New
IAS
1391
Investment Advisory Services
Texas
$238K -$273 -1 -0.1%
MLL
1392
Moody Lynn & Lieberson
Massachusetts
$237K – – –
CWM
1393
Calamos Wealth Management
Illinois
$237K +$4.38K +16 +2%
CFA
1394
CWS Financial Advisors
Michigan
$237K +$218K +797 New
BWM
1395
Bullock Wealth Management
Indiana
$235K +$20.5K +75 +10%
FTC
1396
Farmers Trust Company
Ohio
$234K -$8.75K -32 -4%
DCBT
1397
Dakota Community Bank & Trust
North Dakota
$233K +$820 +3 +0.4%
CFO
1398
Callan Family Office
Pennsylvania
$233K +$214K +784 New
CWM
1399
CarsonAllaria Wealth Management
Illinois
$232K +$37.2K +136 +21%
BW
1400
Basepoint Wealth
Iowa
$231K -$72.2K -264 -25%
54 55
56
57 58