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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
UH
526
Unigestion Holding
Switzerland
$289K -$162K -792 -38%
BHBT
527
Burke & Herbert Bank & Trust
Virginia
$289K – – –
IA
528
IFG Advisory
Georgia
$288K +$204 +1 +0.1%
RCM
529
RNC Capital Management
California
$287K – – –
FQ
530
First Quadrant
California
$286K -$256K -1,252 -49%
EMG
531
ETF Managers Group
New Jersey
$284K +$14.9K +73 +6%
BEI
532
Benjamin Edwards Inc
Missouri
$284K +$261K +1,276 New
BJL
533
Brighton Jones LLC
Washington
$281K +$1.02K +5 +0.4%
ISWM
534
Independent Solutions Wealth Management
New York
$280K +$26K +127 +11%
MWM
535
Merriman Wealth Management
Washington
$280K +$1.23K +6 +0.5%
ARMT
536
Amica Retiree Medical Trust
Rhode Island
$278K -$267K -1,306 -51%
CCIA
537
Campbell & Co Investment Adviser
Maryland
$276K +$253K +1,237 New
BAS
538
Brown Advisory Securities
Maryland
$272K +$250K +1,223 New
1WA
539
180 Wealth Advisors
Washington
$267K -$8.79K -43 -4%
FIM
540
Freedom Investment Management
Connecticut
$267K +$245K +1,198 New
GSBTD
541
Glenview State Bank Trust Department
Illinois
$267K +$245K +1,200 New
PAA
542
Peregrine Asset Advisers
Oregon
$262K -$204 -1 -0.1%
TNBTD
543
Trustmark National Bank Trust Department
Mississippi
$260K – – –
SWP
544
Stratos Wealth Partners
Ohio
$259K +$20K +98 +9%
RJT
545
Raymond James Trust
Florida
$258K +$5.72K +28 +2%
AB
546
Atlas Brown
Kentucky
$256K – – –
WT
547
Whittier Trust
California
$254K – – –
IFG
548
Independent Financial Group
California
$253K -$3.88K -19 -2%
BAM
549
Barrett Asset Management
New York
$252K – – –
HAG
550
HighPoint Advisor Group
Illinois
$251K +$613 +3 +0.3%
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