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Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1001
First Horizon Advisors
Tennessee
$255K +$258K +4,461 New
FAAM
1002
First Allied Asset Management
California
$254K +$248K +4,273 New
FNBSF
1003
First National Bank Sioux Falls
South Dakota
$254K +$258K +4,445 New
CG
1004
Clinton Group
New York
$254K +$258K +4,447 New
BHBT
1005
Burke & Herbert Bank & Trust
Virginia
$249K +$252K +4,350 New
MI
1006
Mercer Investments
Massachusetts
$244K +$248K +4,275 New
PCM
1007
Prelude Capital Management
New York
$244K +$248K +4,275 New
FMWA
1008
Forvis Mazars Wealth Advisors
Missouri
$243K +$246K +4,242 New
WA
1009
WFG Advisors
Texas
$242K +$245K +4,228 New
AWA
1010
AmeriServ Wealth Advisors
Pennsylvania
$240K +$243K +4,200 New
SC
1011
Scotia Capital
Ontario, Canada
$236K +$239K +4,133 New
LD
1012
Lipe & Dalton
New York
$233K +$237K +4,083 New
AA
1013
Apriem Advisors
California
$232K +$235K +4,059 New
LKIM
1014
Lawson Kroeker Investment Management
Nebraska
$229K +$232K +4,000 New
PP
1015
Palladium Partners
Virginia
$227K +$230K +3,970 New
JMFC
1016
J.M. Forbes & Co
Massachusetts
$225K +$228K +3,940 New
CA
1017
Cetera Advisors
Colorado
$224K +$227K +3,911 New
BJL
1018
Brighton Jones LLC
Washington
$223K +$226K +3,903 New
GT
1019
Greenleaf Trust
Michigan
$222K +$225K +3,880 New
DBG
1020
De Burlo Group
Massachusetts
$218K +$221K +3,806 New
MCWS
1021
McKinley Carter Wealth Services
West Virginia
$213K +$216K +3,731 New
WA
1022
WESPAC Advisors
California
$211K +$214K +3,690 New
IAM
1023
Impax Asset Management
New Hampshire
$206K +$209K +3,600 New
FIAS
1024
FinTrust Investment Advisory Services
South Carolina
$206K +$209K +3,607 New
CIP
1025
Convergence Investment Partners
Florida
$203K +$206K +3,550 New
39 40
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