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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
526
Peapack-Gladstone Financial Corp
New Jersey
$469K +$841 +3 +0.2%
LAIC
527
Lederer & Associates Investment Counsel
California
$467K -$23.3K -83 -5%
SWP
528
Stratos Wealth Partners
Ohio
$467K +$62.8K +224 +17%
CIC
529
Carnegie Investment Counsel
Ohio
$466K – – –
HAS
530
HBW Advisory Services
California
$466K – – –
GT
531
Greenleaf Trust
Michigan
$466K +$66.5K +237 +18%
CTA
532
Chesley Taft & Associates
Illinois
$463K – – –
AAS
533
Avantax Advisory Services
Texas
$457K -$3.08K -11 -0.7%
AG
534
AlphaSimPlex Group
Massachusetts
$455K – – –
MBTD
535
Mechanics Bank - Trust Department
California
$444K – – –
SIM
536
Sentry Investment Management
Wisconsin
$441K – – –
PP
537
Paloma Partners
Connecticut
$439K -$1.18M -4,218 -74%
MCP
538
Mirador Capital Partners
California
$439K -$84.1K -300 -17%
IFG
539
Independent Financial Group
California
$431K +$9.26K +33 +2%
JCM
540
Jacobi Capital Management
Pennsylvania
$424K +$3.65K +13 +0.9%
TA
541
Tectonic Advisors
Texas
$424K +$38.4K +137 +11%
BHBT
542
Burke & Herbert Bank & Trust
Virginia
$423K +$3.65K +13 +0.9%
AHC
543
Adell Harriman & Carpenter
Texas
$421K – – –
CAM
544
Cresset Asset Management
Illinois
$419K +$390K +1,392 New
TF
545
Trek Financial
Arizona
$418K +$390K +1,390 New
LWAC
546
Laurel Wealth Advisors (California)
California
$414K -$52.7K -188 -12%
KIA
547
KCM Investment Advisors
California
$411K – – –
PAS
548
Park Avenue Securities
New York
$407K +$380K +1,355 New
QVT
549
Quantitative Value Technologies
Kansas
$406K -$52.2K -186 -12%
HFM
550
Harvest Fund Management
China
$405K +$158K +564 +72%
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