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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FLI
526
Family Legacy Inc
South Carolina
$1.12M +$38K +117 +4%
EWA
527
EP Wealth Advisors
California
$1.12M +$105K +324 +12%
SWP
528
Stratos Wealth Partners
Ohio
$1.12M +$94.8K +292 +11%
FAM
529
Formidable Asset Management
Ohio
$1.11M -$353K -1,086 -26%
CG
530
Caprock Group
Idaho
$1.11M +$340K +1,046 +52%
SAM
531
Sompo Asset Management
Japan
$1.11M +$149K +460 +18%
IAN
532
Integrated Advisors Network
Texas
$1.1M +$37K +114 +4%
WA
533
Waddell & Associates
Tennessee
$1.09M +$22.4K +69 +2%
PCM
534
Penserra Capital Management
California
$1.09M -$16.2K -50 -2%
SIAP
535
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.08M – – –
BFA
536
Bragg Financial Advisors
North Carolina
$1.08M -$48.4K -149 -5%
CAGAS
537
Capital Advisory Group Advisory Services
Minnesota
$1.07M +$72.4K +223 +8%
BCV
538
Banque Cantonale Vaudoise
Switzerland
$1.07M -$402K -1,239 -30%
HIC
539
Hartline Investment Corp
Illinois
$1.07M -$3.25K -10 -0.3%
LMGAM
540
Liberty Mutual Group Asset Management
Massachusetts
$1.07M +$470K +1,447 +98%
HWM
541
HB Wealth Management
Georgia
$1.06M +$70.1K +216 +8%
PAS
542
Park Avenue Securities
New York
$1.06M -$53.9K -166 -5%
OCM
543
One Capital Management
California
$1.06M -$66.9K -206 -7%
IFG
544
Independent Financial Group
California
$1.06M -$86K -265 -8%
SWM
545
Silverlake Wealth Management
Vermont
$1.04M – – –
DF
546
Donoghue Forlines
Massachusetts
$1.02M -$5.19K -16 -0.6%
PBC
547
Pavion Blue Capital
California
$1.01M – – –
CASB
548
Cape Ann Savings Bank
Massachusetts
$1.01M +$64.9K +200 +8%
PP
549
Prudential plc
United Kingdom
$992K -$1.37M -4,225 -61%
CW
550
CIC Wealth
Maryland
$982K +$18.2K +56 +2%
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