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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
526
Ellsworth Advisors
Ohio
$715K +$275K +982 +55%
ASN
527
Advisory Services Network
Georgia
$698K +$21K +75 +3%
TCM
528
Twin Capital Management
Pennsylvania
$697K -$31.4K -112 -4%
BRWA
529
B. Riley Wealth Advisors
Florida
$695K -$51.6K -184 -7%
GRP
530
Global Retirement Partners
California
$686K +$5.05K +18 +0.7%
DF
531
Donoghue Forlines
Massachusetts
$683K +$230K +819 +46%
CAGAS
532
Capital Advisory Group Advisory Services
Minnesota
$678K +$721K +2,572 New
KCM
533
KLK Capital Management
California
$677K -$18.8K -67 -3%
SAM
534
Smithbridge Asset Management
Pennsylvania
$675K -$9.81K -35 -1%
NW
535
NewEdge Wealth
Pennsylvania
$673K -$5.89K -21 -0.8%
DC
536
Davenport & Co
Virginia
$668K +$26.6K +95 +4%
I
537
InceptionR
California
$667K +$392K +1,399 +123%
BFA
538
BBJS Financial Advisors
Washington
$656K +$6.73K +24 +1%
MCM
539
MAI Capital Management
Ohio
$645K +$21.3K +76 +3%
MG
540
Mather Group
Illinois
$642K +$60.5K +216 +10%
LIM
541
Loudon Investment Management
New Hampshire
$632K – – –
DP
542
Dearborn Partners
Illinois
$631K +$107K +383 +19%
MFC
543
Mechanics Financial Corp
Ohio
$631K +$355K +1,267 +113%
AAM
544
AR Asset Management
California
$629K – – –
PA
545
Profund Advisors
Maryland
$617K -$27.2K -97 -4%
CASB
546
Cape Ann Savings Bank
Massachusetts
$615K +$654K +2,334 New
TA
547
TFG Advisers
Michigan
$613K +$6.17K +22 +1%
LW
548
Linscomb Wealth
Texas
$612K -$80.4K -287 -11%
CAM
549
Campion Asset Management
Virginia
$611K – – –
CGL
550
Clarius Group LLC
Washington
$608K -$71.5K -255 -10%
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