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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
476
Institute for Wealth Management
Colorado
$373K – – –
MYIA
477
Mount Yale Investment Advisors
Colorado
$372K +$336K +1,463 New
TA
478
TFG Advisers
Michigan
$364K +$27.5K +120 +9%
KA
479
Kintegral Advisory
New York
$359K – – –
CBU
480
CIBC Bank USA
Illinois
$358K +$1.6K +7 +0.5%
BCI
481
Brinker Capital Investments
Pennsylvania
$355K -$2.75K -12 -0.8%
IIM
482
Ipswich Investment Management
Massachusetts
$355K – – –
CAM
483
Cresset Asset Management
Illinois
$352K -$196K -856 -37%
MBTD
484
Mechanics Bank - Trust Department
California
$352K – – –
CCM
485
Crabel Capital Management
California
$351K +$98.2K +428 +41%
FLI
486
Family Legacy Inc
South Carolina
$346K +$28.4K +124 +9%
GP
487
Girard Partners
Pennsylvania
$345K -$92.7K -404 -22%
MCA
488
Morris Capital Advisors
Pennsylvania
$340K -$245K -1,070 -43%
NAMP
489
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$338K – – –
BHBT
490
Burke & Herbert Bank & Trust
Virginia
$330K +$5.28K +23 +2%
NFG
491
Next Financial Group
Texas
$329K +$98.4K +429 +45%
CAG
492
Csenge Advisory Group
Florida
$328K +$459 +2 +0.1%
IA
493
IFG Advisory
Georgia
$326K +$25.9K +113 +9%
S
494
SignatureFD
Georgia
$326K +$37.8K +165 +14%
MAM
495
Meeder Asset Management
Ohio
$321K +$17.7K +77 +6%
SWP
496
Stratos Wealth Partners
Ohio
$318K +$2.29K +10 +0.8%
BIM
497
Bridgecreek Investment Management
Oklahoma
$316K – – –
WAM
498
Wealthspire Advisors (Maryland)
Maryland
$310K +$4.13K +18 +1%
AF
499
Advisornet Financial
Minnesota
$308K +$25.9K +113 +10%
RCM
500
RNC Capital Management
California
$307K – – –
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