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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
501
Ipswich Investment Management
Massachusetts
$325K – – –
MBTD
502
Mechanics Bank - Trust Department
California
$322K – – –
LS
503
Livforsakringsbolaget Skandia
Sweden
$309K – – –
NAMP
504
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$309K +$297K +1,419 New
TA
505
TFG Advisers
Michigan
$307K +$19.5K +93 +7%
MWNA
506
Marshall Wace North America
New York
$305K +$293K +1,400 New
BJL
507
Brighton Jones LLC
Washington
$304K +$23.9K +114 +9%
PA
508
Parallel Advisors
California
$303K +$55.5K +265 +24%
CAG
509
Csenge Advisory Group
Florida
$299K -$45K -215 -14%
PFPT
510
Pinnacle Financial Partners (Tennessee)
Tennessee
$299K +$287K +1,370 New
BHBT
511
Burke & Herbert Bank & Trust
Virginia
$296K +$9.63K +46 +3%
ST
512
Sabal Trust
Florida
$294K -$25.3M -120,962 -99%
FLI
513
Family Legacy Inc
South Carolina
$290K -$7.33K -35 -3%
BIM
514
Bridgecreek Investment Management
Oklahoma
$289K – – –
SWP
515
Stratos Wealth Partners
Ohio
$289K +$12.6K +60 +5%
HH
516
Hilltop Holdings
Texas
$287K -$178K -852 -39%
RCM
517
RNC Capital Management
California
$281K – – –
WAM
518
Wealthspire Advisors (Maryland)
Maryland
$280K +$3.98K +19 +2%
MAM
519
Meeder Asset Management
Ohio
$277K – – –
TST
520
Tech Square Trading
Massachusetts
$277K +$266K +1,272 New
IA
521
IFG Advisory
Georgia
$274K +$263K +1,258 New
CCA
522
Checchi Capital Advisers
California
$273K -$6.91K -33 -3%
MA
523
Mutual Advisors
Nebraska
$273K +$262K +1,252 New
FFA
524
First Foundation Advisors
California
$268K -$837 -4 -0.3%
RWM
525
Ritholtz Wealth Management
New York
$268K – – –
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