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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
476
Parallel Advisors
California
$378K +$45.6K +199 +14%
MAFM
477
Mid Atlantic Financial Management
Pennsylvania
$376K -$3.9K -17 -1%
BFG
478
Beacon Financial Group
Texas
$374K – – –
IFWM
479
Institute for Wealth Management
Colorado
$373K – – –
MYIA
480
Mount Yale Investment Advisors
Colorado
$372K +$336K +1,463 New
TA
481
TFG Advisers
Michigan
$364K +$27.5K +120 +9%
KA
482
Kintegral Advisory
New York
$359K – – –
CBU
483
CIBC Bank USA
Illinois
$358K +$1.6K +7 +0.5%
BCI
484
Brinker Capital Investments
Pennsylvania
$355K -$2.75K -12 -0.8%
IIM
485
Ipswich Investment Management
Massachusetts
$355K – – –
CAM
486
Cresset Asset Management
Illinois
$352K -$196K -856 -37%
MBTD
487
Mechanics Bank - Trust Department
California
$352K – – –
CCM
488
Crabel Capital Management
California
$351K +$98.2K +428 +41%
FLI
489
Family Legacy Inc
South Carolina
$346K +$28.4K +124 +9%
GP
490
Girard Partners
Pennsylvania
$345K -$92.7K -404 -22%
MCA
491
Morris Capital Advisors
Pennsylvania
$340K -$245K -1,070 -43%
NAMP
492
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$338K – – –
BHBT
493
Burke & Herbert Bank & Trust
Virginia
$330K +$5.28K +23 +2%
NFG
494
Next Financial Group
Texas
$329K +$98.4K +429 +45%
CAG
495
Csenge Advisory Group
Florida
$328K +$459 +2 +0.1%
IA
496
IFG Advisory
Georgia
$326K +$25.9K +113 +9%
S
497
SignatureFD
Georgia
$326K +$37.8K +165 +14%
MAM
498
Meeder Asset Management
Ohio
$321K +$17.7K +77 +6%
SWP
499
Stratos Wealth Partners
Ohio
$318K +$2.29K +10 +0.8%
BIM
500
Bridgecreek Investment Management
Oklahoma
$316K – – –
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