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Mid-America Apartment Communities
MAA

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
501
Montag & Associates
Georgia
$325K – – –
ASN
502
Advisory Services Network
Georgia
$324K -$4.7K -36 -2%
VSQM
503
V-Square Quantitative Management
Illinois
$321K – – –
RWM
504
Ritholtz Wealth Management
New York
$321K +$301K +2,308 New
CFO
505
Callan Family Office
Pennsylvania
$318K -$9.4K -72 -3%
SI
506
Stephens Inc
Arkansas
$316K – – –
AIP
507
Avail Investment Partners
Pennsylvania
$316K +$297K +2,274 New
SLF
508
Sun Life Financial
Ontario, Canada
$315K – – –
FAM
509
Formidable Asset Management
Ohio
$310K +$653 +5 +0.2%
MAM
510
Mainsail Asset Management
Alabama
$308K +$302K +2,313 New
QFW
511
QTR Family Wealth
Florida
$305K +$287K +2,197 New
EPW
512
Evolve Private Wealth
California
$304K +$14.6K +112 +5%
WHG
513
Westwood Holdings Group
Texas
$302K +$283K +2,171 New
BF
514
bLong Financial
Tennessee
$301K – – –
AG
515
AlTi Global
New York
$295K -$1.7K -13 -0.6%
CIA
516
Concurrent Investment Advisors
Florida
$294K +$35.2K +270 +15%
IC
517
Inscription Capital
Texas
$294K -$1.3K -10 -0.5%
SAA
518
Southeast Asset Advisors
Georgia
$292K -$8.35K -64 -3%
PTP
519
Platform Technology Partners
New York
$291K +$783 +6 +0.3%
FC
520
Farringdon Capital
United Kingdom
$291K -$417K -3,197 -60%
FCM
521
Fieldview Capital Management
Michigan
$291K -$243K -1,861 -47%
BFIM
522
Beese Fulmer Investment Management
Ohio
$286K +$268K +2,057 New
FLPIM
523
F.L. Putnam Investment Management
Massachusetts
$285K -$183K -1,401 -41%
EFS
524
Essex Financial Services
Connecticut
$283K +$266K +2,038 New
MW
525
MBL Wealth
North Carolina
$283K +$266K +2,038 New
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