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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
OAC
426
OMERS Administration Corp
Ontario, Canada
$2M – – –
MC
427
Middleton & Co
Massachusetts
$1.99M -$31.2K -96 -2%
BAMF
428
BI Asset Management Fondsmaeglerselskab
Denmark
$1.99M +$408K +1,256 +30%
CAM
429
Columbia Asset Management
Michigan
$1.96M +$151K +466 +9%
BSB
430
Bangor Savings Bank
Maine
$1.95M -$31.8K -98 -2%
SWM
431
Segment Wealth Management
Texas
$1.94M +$752K +2,315 +76%
FTDI
432
First Trust Direct Indexing
Massachusetts
$1.94M +$373K +1,150 +27%
WCM
433
Weaver Capital Management
Georgia
$1.94M +$47.7K +147 +3%
AWS
434
Atria Wealth Solutions
New York
$1.9M -$59.4K -183 -3%
KCM
435
Kornitzer Capital Management
Kansas
$1.89M – – –
UCFA
436
United Capital Financial Advisors
Texas
$1.88M +$33.4K +103 +2%
FGA
437
Fortis Group Advisors
New Jersey
$1.87M -$78.9K -243 -5%
DI
438
Diligent Investors
California
$1.86M -$12.7K -39 -0.8%
WA
439
Wambolt & Associates
Colorado
$1.86M +$84.4K +260 +5%
CIA
440
Concurrent Investment Advisors
Florida
$1.86M +$271K +836 +20%
GFA
441
Gifford Fong Associates
California
$1.82M – – –
NMIMC
442
Northwestern Mutual Investment Management Company
Wisconsin
$1.82M -$13.6K -42 -0.8%
SCI
443
Stableford Capital II
Arizona
$1.79M -$12.7K -39 -0.7%
HWAM
444
Hennion & Walsh Asset Management
New Jersey
$1.79M +$317K +975 +25%
PT
445
Plimoth Trust
Massachusetts
$1.78M -$4.87K -15 -0.3%
WR
446
WD Rutherford
Oregon
$1.78M -$9.09K -28 -0.6%
UB
447
Umpqua Bank
Oregon
$1.77M +$88K +271 +6%
HI
448
Horizon Investments
North Carolina
$1.77M -$1.95K -6 -0.1%
NIM
449
NEOS Investment Management
Connecticut
$1.76M +$264K +812 +20%
CIA
450
Cascade Investment Advisors
Oregon
$1.72M -$302K -930 -16%
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