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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
576
TD Waterhouse Canada
Ontario, Canada
$583K +$532K +1,594 New
HAS
577
HBW Advisory Services
California
$580K – – –
CTA
578
Chesley Taft & Associates
Illinois
$577K – – –
BRWA
579
B. Riley Wealth Advisors
Florida
$577K +$30.1K +90 +6%
SP
580
Successful Portfolios
Florida
$575K – – –
SF
581
Synovus Financial
Georgia
$572K +$668 +2 +0.1%
BC
582
Bridgefront Capital
Texas
$572K +$510K +1,526 New
PGFC
583
Peapack-Gladstone Financial Corp
New Jersey
$571K -$13.4K -40 -3%
CI
584
Conning Inc
Connecticut
$570K -$38.4K -115 -7%
BIP
585
Blueprint Investment Partners
North Carolina
$559K +$134K +400 +37%
FP
586
Fiduciary Planning
Florida
$556K -$781K -2,338 -61%
MBTD
587
Mechanics Bank - Trust Department
California
$554K – – –
JIC
588
Johnson Investment Counsel
Ohio
$551K +$240K +719 +96%
MCP
589
Mirador Capital Partners
California
$546K – – –
AF
590
Arrow Financial
New York
$543K -$100K -300 -17%
PAS
591
Park Avenue Securities
New York
$543K +$36.4K +109 +8%
SMF
592
Sterling Manor Financial
New York
$542K +$483K +1,446 New
CIM
593
Contravisory Investment Management
Massachusetts
$540K +$65.8K +197 +16%
VF
594
Vista Finance
Missouri
$536K +$478K +1,432 New
JWCA
595
J.W. Cole Advisors
Florida
$534K +$476K +1,424 New
BHBT
596
Burke & Herbert Bank & Trust
Virginia
$527K – – –
SIM
597
Sentry Investment Management
Wisconsin
$525K +$40.4K +121 +9%
HGERS
598
Householder Group Estate & Retirement Specialist
Arizona
$525K +$468K +1,402 New
PIM
599
Perpetual Investment Management
Australia
$524K -$100K -300 -18%
JCM
600
Jacobi Capital Management
Pennsylvania
$521K +$2.34K +7 +0.5%
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