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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
501
Kintegral Advisory
New York
$328K +$6.28K +30 +2%
BCI
502
Brinker Capital Investments
Pennsylvania
$327K +$302K +1,445 +2,491%
CBU
503
CIBC Bank USA
Illinois
$326K -$162K -776 -34%
IIM
504
Ipswich Investment Management
Massachusetts
$325K – – –
MBTD
505
Mechanics Bank - Trust Department
California
$322K – – –
LS
506
Livforsakringsbolaget Skandia
Sweden
$309K – – –
NAMP
507
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$309K +$297K +1,419 New
TA
508
TFG Advisers
Michigan
$307K +$19.5K +93 +7%
MWNA
509
Marshall Wace North America
New York
$305K +$293K +1,400 New
BJL
510
Brighton Jones LLC
Washington
$304K +$23.9K +114 +9%
PA
511
Parallel Advisors
California
$303K +$55.5K +265 +24%
CAG
512
Csenge Advisory Group
Florida
$299K -$45K -215 -14%
PFPT
513
Pinnacle Financial Partners (Tennessee)
Tennessee
$299K +$287K +1,370 New
BHBT
514
Burke & Herbert Bank & Trust
Virginia
$296K +$9.63K +46 +3%
ST
515
Sabal Trust
Florida
$294K -$25.3M -120,962 -99%
FLI
516
Family Legacy Inc
South Carolina
$290K -$7.33K -35 -3%
BIM
517
Bridgecreek Investment Management
Oklahoma
$289K – – –
SWP
518
Stratos Wealth Partners
Ohio
$289K +$12.6K +60 +5%
HH
519
Hilltop Holdings
Texas
$287K -$178K -852 -39%
RCM
520
RNC Capital Management
California
$281K – – –
WAM
521
Wealthspire Advisors (Maryland)
Maryland
$280K +$3.98K +19 +2%
MAM
522
Meeder Asset Management
Ohio
$277K – – –
TST
523
Tech Square Trading
Massachusetts
$277K +$266K +1,272 New
IA
524
IFG Advisory
Georgia
$274K +$263K +1,258 New
CCA
525
Checchi Capital Advisers
California
$273K -$6.91K -33 -3%
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