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Mid-America Apartment Communities
MAA

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
551
Aspiriant LLC
California
$245K +$230K +1,763 New
PAS
552
Park Avenue Securities
New York
$242K +$227K +1,742 New
OP
553
Oslo Pensjonsforsikring
$241K – – –
HW
554
Hancock Whitney
Mississippi
$240K -$301K -2,307 -57%
DG
555
DMC Group
Alabama
$240K -$7.05K -54 -3%
FCM
556
FJ Capital Management
Virginia
$238K -$1.2M -9,219 -84%
PUI
557
Purpose Unlimited Inc
$238K – – –
HCM
558
Howard Capital Management
Georgia
$236K -$57.3K -439 -21%
CA
559
Cornerstone Advisory
Maryland
$235K +$4.18K +32 +2%
VT
560
Vise Technologies
New York
$235K +$221K +1,693 New
IA
561
Invested Advisors
Pennsylvania
$233K +$218K +1,674 New
IAA
562
Independent Advisor Alliance
North Carolina
$232K +$218K +1,673 New
NPT
563
National Philanthropic Trust
Pennsylvania
$231K +$217K +1,663 New
SFI
564
Siemens Fonds Invest
Germany
$231K +$7.83K +60 +4%
SFC
565
SYM Financial Corp
Indiana
$231K +$217K +1,660 New
BP
566
Ballentine Partners
Massachusetts
$229K +$215K +1,650 New
RWP
567
RWA Wealth Partners
Massachusetts
$227K +$214K +1,636 New
SC
568
Savant Capital
Illinois
$227K +$225K +1,727 New
CWG
569
Cornerstone Wealth Group
North Carolina
$226K +$212K +1,625 New
AO
570
Advisor OS
Illinois
$225K -$14K -107 -6%
BWP
571
Balboa Wealth Partners
Arizona
$225K -$38.2K -293 -15%
AHL
572
Abel Hall LLC
Louisiana
$223K +$209K +1,605 New
RPCONE
573
Retirement Planning Company of New England
Rhode Island
$221K +$208K +1,590 New
PA
574
Pinnacle Associates
New York
$221K -$93.1K -713 -31%
CFP
575
Catalyst Financial Partners
Massachusetts
$220K +$207K +1,587 New
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