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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
526
Advisory Services Network
Georgia
$48K – – –
DIA
527
Davidson Investment Advisors
Montana
$47K +$13.6K +58 +43%
EFSCE
528
Enterprise Financial Services Corp (EFSC)
Missouri
$45K – – –
WAM
529
Wealthspire Advisors (Maryland)
Maryland
$41K +$38.9K +166 New
HIIFS
530
Harel Insurance Investments & Financial Services
Israel
$37K +$35.1K +150 New
DAM
531
Delta Asset Management
Tennessee
$36K -$468 -2 -1%
FFC
532
First Financial Corp
Indiana
$36K – – –
AWM
533
Avior Wealth Management
Nebraska
$36K +$234 +1 +0.7%
OAJ
534
Ogorek Anthony Joseph
New York
$31K – – –
AIM
535
Advantage Investment Management
Iowa
$27K – – –
LWCFA
536
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K – – –
VIA
537
Vantage Investment Advisors
Pennsylvania
$25K – – –
GBBWRPM
538
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K +$23.4K +100 New
PHK
539
Point72 Hong Kong
Hong Kong
$25K +$23.4K +100 New
UFA
540
US Financial Advisors
Massachusetts
$25K +$23.4K +100 New
CFA
541
CT Financial Advisors
Pennsylvania
$24.8K – – –
JFGIW
542
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K – – –
TWA
543
TCI Wealth Advisors
Arizona
$22K – – –
KT
544
Kanaly Trust
Texas
$21K -$3.04K -13 -13%
ZB
545
Zions Bancorporation
Utah
$21K – – –
KCPG
546
Kavar Capital Partners Group
Kansas
$18K – – –
PMFA
547
Plante Moran Financial Advisors
Michigan
$15K -$1.41K -6 -9%
TCM
548
TD Capital Management
Tennessee
$15K – – –
HNB
549
Huntington National Bank
Ohio
$13K – – –
MPWT
550
MassMutual Private Wealth & Trust
Connecticut
$12.4K -$141K -604 -92%
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