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Mid-America Apartment Communities
MAA

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
526
Evolve Private Wealth
California
$246K +$236K +1,773 New
HIP
527
HUB Investment Partners
Texas
$246K +$236K +1,773 New
SL
528
Sentry LLC
Tennessee
$244K – – –
MGP
529
M&G plc
United Kingdom
$244K +$234K +1,757 New
PF
530
Phoenix Financial
Israel
$239K +$1.86K +14 +0.8%
PWMAG
531
Pinnacle Wealth Management Advisory Group
New Jersey
$238K +$22.8K +171 +11%
PUI
532
Purpose Unlimited Inc
$238K +$228K +1,713 New
AR
533
Altar Rock
New York
$236K +$226K +1,699 New
CA
534
Cornerstone Advisory
Maryland
$236K +$8.79K +66 +4%
TC
535
Truvestments Capital
Florida
$234K -$56.8K -426 -20%
CIA
536
Caerus Investment Advisors
Texas
$230K +$221K +1,655 New
RG
537
Renaissance Group
Kentucky
$229K +$8K +60 +4%
PFM
538
Patton Fund Management
Texas
$226K +$217K +1,630 New
PAM
539
Panagora Asset Management
Massachusetts
$226K – – –
CCIA
540
Campbell & Co Investment Adviser
Maryland
$226K -$336K -2,524 -61%
RWP
541
RWA Wealth Partners
Massachusetts
$225K – – –
LWAM
542
Legacy Wealth Asset Management
Minnesota
$224K +$16.7K +125 +8%
SFI
543
Siemens Fonds Invest
Germany
$224K – – –
RPCONE
544
Retirement Planning Company of New England
Rhode Island
$223K +$2K +15 +0.9%
GRP
545
Global Retirement Partners
California
$220K +$121K +911 +135%
LF
546
Lansforsakringar Fondforvaltning
Sweden
$220K – – –
SAI
547
Savvy Advisors Inc
New York
$218K +$209K +1,569 New
PS
548
Principal Securities
Iowa
$216K +$24.5K +184 +13%
IF
549
IRON Financial
Illinois
$215K -$6.26K -47 -3%
MOS
550
MGO One Seven
Ohio
$214K +$205K +1,537 New
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