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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PHK
451
Point72 Hong Kong
Hong Kong
$1.19M +$670K +2,005 +173%
CAM
452
Columbia Asset Management
Michigan
$1.18M -$215K -645 -17%
GFP
453
Gryphon Financial Partners
Ohio
$1.18M +$708K +2,119 +208%
NW
454
Naviter Wealth
Arkansas
$1.18M +$1.05M +3,138 New
USCWA
455
U.S. Capital Wealth Advisors
Texas
$1.17M -$10.4K -31 -1%
DF
456
Donoghue Forlines
Massachusetts
$1.17M +$1.05M +3,133 New
LW
457
Linscomb Wealth
Texas
$1.16M +$334 +1 +0%
V
458
Veritable
Delaware
$1.16M +$17K +51 +2%
EWM
459
Evercore Wealth Management
New York
$1.16M – – –
IIA
460
ICW Investment Advisors
Arizona
$1.15M +$40.1K +120 +4%
HWAM
461
Hennion & Walsh Asset Management
New Jersey
$1.14M -$95.5K -286 -9%
DWM
462
Dakota Wealth Management
Florida
$1.13M +$334 +1 +0%
OPS
463
Orion Portfolio Solutions
Nebraska
$1.12M +$86.8K +260 +10%
HI
464
Horizon Investments
North Carolina
$1.1M +$20K +60 +2%
SWM
465
Segment Wealth Management
Texas
$1.09M +$21K +63 +2%
ASN
466
Advisory Services Network
Georgia
$1.08M -$3.67K -11 -0.4%
BEI
467
Benjamin Edwards Inc
Missouri
$1.07M +$22.4K +67 +2%
JFA
468
Johanson Financial Advisors
California
$1.06M +$4.34K +13 +0.5%
WA
469
Waddell & Associates
Tennessee
$1.06M +$8.35K +25 +0.9%
LNWWM
470
Laird Norton Wetherby Wealth Management
California
$1.06M +$34.1K +102 +4%
LSA
471
Leonteq Securities AG
Switzerland
$1.04M +$931K +2,786 New
FLI
472
Family Legacy Inc
South Carolina
$1.04M – – –
LNC
473
Lincoln National Corp
Pennsylvania
$1.04M +$31.4K +94 +4%
EMG
474
ETF Managers Group
New Jersey
$1.04M +$44.1K +132 +5%
RJT
475
Raymond James Trust
Florida
$1.04M +$189K +566 +26%
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