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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
526
Conning Inc
Connecticut
$780K +$49.2K +176 +6%
GC
527
Guidance Capital
Kentucky
$779K -$20.1K -72 -3%
T
528
TOBAM
France
$773K +$788K +2,815 +1,706%
FAM
529
Formidable Asset Management
Ohio
$770K -$105K -375 -12%
AWM
530
Axxcess Wealth Management
California
$764K +$173K +618 +27%
GCM
531
Generation Capital Management
New York
$760K – – –
AWE
532
Avidian Wealth Enterprises
Texas
$758K +$8.11K +29 +1%
MWM
533
Mission Wealth Management
California
$755K -$194K -695 -19%
IG
534
ING Group
Netherlands
$755K -$2.1M -7,506 -72%
SIAP
535
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$753K -$27.1K -97 -3%
GVAG
536
Great Valley Advisor Group
Delaware
$753K -$11.8K -42 -1%
WP
537
Woodline Partners
California
$749K +$808K +2,888 New
SCA
538
Snowden Capital Advisors
New York
$748K -$162K -579 -17%
CTFG
539
Capstone Triton Financial Group
Oklahoma
$733K +$163K +584 +26%
SC
540
Syon Capital
California
$727K -$237K -847 -23%
PCM
541
Penserra Capital Management
California
$726K +$83.4K +298 +12%
CASB
542
Cape Ann Savings Bank
Massachusetts
$725K – – –
PBC
543
Pavion Blue Capital
California
$723K – – –
EH
544
Equitable Holdings
New York
$721K +$163K +582 +27%
SC
545
Savant Capital
Illinois
$719K +$47.3K +169 +6%
HI
546
Hendershot Investments
Virginia
$717K – – –
MAS
547
Meeder Advisory Services
Ohio
$714K -$80.9K -289 -10%
IAN
548
Integrated Advisors Network
Texas
$710K -$2.52K -9 -0.3%
FFS
549
Flavin Financial Services
Florida
$703K +$24.6K +88 +3%
BTWM
550
Baker Tilly Wealth Management
Wisconsin
$691K +$121K +433 +19%
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