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ITW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Apollon Wealth Management
South Carolina
$723K +$89K +445 +13%
MPWT
802
MassMutual Private Wealth & Trust
Connecticut
$720K -$55.4K -277 -7%
DWM
803
Darwin Wealth Management
Florida
$720K -$10.8K -54 -2%
BW
804
Bison Wealth
Georgia
$720K +$234K +1,172 +42%
RRCM
805
Rappaport Reiches Capital Management
Illinois
$713K +$600 +3 +0.1%
NRS
806
Neville Rodie & Shaw
New York
$711K -$140K -700 -15%
MIM
807
Miller Investment Management
Pennsylvania
$708K – – –
AWM
808
Axxcess Wealth Management
California
$706K -$288K -1,438 -27%
PAM
809
Palisade Asset Management
Minnesota
$705K – – –
SC
810
SouthState Corp
Florida
$700K +$5.4K +27 +0.7%
NW
811
NewEdge Wealth
Pennsylvania
$699K +$767K +3,836 New
HTHT
812
Hemenway Trust Hemenway Trust
New Hampshire
$697K -$5K -25 -0.6%
FTDI
813
First Trust Direct Indexing
Massachusetts
$697K +$23.4K +117 +3%
MNBTD
814
Moody National Bank Trust Division
Texas
$695K +$534K +2,669 +234%
EAM
815
Erste Asset Management
Austria
$680K +$652K +3,260 +710%
CAG
816
Crestwood Advisors Group
Massachusetts
$680K -$98.4K -492 -12%
FFMBT
817
First Farmers & Merchants Bank Trust
Tennessee
$679K -$18K -90 -2%
ICG
818
InterOcean Capital Group
Tennessee
$676K +$529K +2,646 +249%
BCM
819
Birmingham Capital Management
Alabama
$674K – – –
TMAM
820
Tokio Marine Asset Management
Japan
$674K +$111K +557 +18%
SF
821
Synovus Financial
Georgia
$674K +$187K +934 +34%
AP
822
Appleton Partners
Massachusetts
$673K +$57.6K +288 +8%
FDS
823
Freedom Day Solutions
Texas
$671K -$54.8K -274 -7%
AP
824
Advisors Preferred
Maryland
$671K +$267K +1,335 +57%
NF
825
Norwood Financial
Pennsylvania
$670K +$19K +95 +3%
31 32
33
34 35