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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
451
Phocas Financial Corp
California
$1.27M -$114K -315 -9%
AWS
452
Atria Wealth Solutions
New York
$1.27M +$1.18M +3,247 New
OPS
453
Orion Portfolio Solutions
Nebraska
$1.26M +$83.8K +231 +8%
PFS
454
Prospera Financial Services
Texas
$1.25M -$1.45K -4 -0.1%
AI
455
Atria Investments
North Carolina
$1.25M +$1.16M +3,193 New
BAM
456
Blueshift Asset Management
New Jersey
$1.24M -$5.03M -13,873 -81%
QI
457
Qtron Investments
Massachusetts
$1.24M -$132K -363 -10%
DAS
458
Dynamic Advisor Solutions
Arizona
$1.24M -$31.9K -88 -3%
LNWWM
459
Laird Norton Wetherby Wealth Management
California
$1.22M +$109K +301 +11%
DWM
460
Darwin Wealth Management
Florida
$1.22M +$1.13M +3,113 New
CW
461
Connectus Wealth
Ohio
$1.21M +$1.17M +3,227 New
HA
462
Heartland Advisors
Wisconsin
$1.21M -$2.21M -6,077 -66%
EWM
463
Evercore Wealth Management
New York
$1.21M – – –
IIA
464
ICW Investment Advisors
Arizona
$1.21M +$10.5K +29 +0.9%
CM
465
Columbus Macro
Pennsylvania
$1.2M -$737K -2,031 -40%
BAMF
466
BI Asset Management Fondsmaeglerselskab
Denmark
$1.2M +$1.12M +3,075 New
NW
467
Naviter Wealth
Arkansas
$1.17M -$50.8K -140 -4%
HWAM
468
Hennion & Walsh Asset Management
New Jersey
$1.15M -$26.9K -74 -2%
LW
469
Linscomb Wealth
Texas
$1.14M -$67.5K -186 -6%
EMG
470
ETF Managers Group
New Jersey
$1.13M +$21.8K +60 +2%
SWM
471
Segment Wealth Management
Texas
$1.13M -$7.26K -20 -0.7%
USCWA
472
U.S. Capital Wealth Advisors
Texas
$1.11M -$103K -285 -9%
FLI
473
Family Legacy Inc
South Carolina
$1.11M -$11.6K -32 -1%
WA
474
Waddell & Associates
Tennessee
$1.1M – – –
CAGAS
475
Capital Advisory Group Advisory Services
Minnesota
$1.1M +$43.2K +119 +4%
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