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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
576
American Investment Services
Massachusetts
$524K – – –
BRWA
577
B. Riley Wealth Advisors
Florida
$522K +$17.3K +50 +3%
MYIA
578
Mount Yale Investment Advisors
Colorado
$519K -$12.5K -36 -2%
ST
579
Spinnaker Trust
Maine
$519K – – –
PAS
580
Park Avenue Securities
New York
$518K +$64.7K +187 +13%
ESCM
581
Echo Street Capital Management
New York
$508K -$46.4K -134 -8%
BFC
582
Blue Fin Capital
Rhode Island
$503K – – –
DTL
583
Dynamic Technology Lab
Singapore
$498K +$313K +905 +131%
IFG
584
Independent Financial Group
California
$496K -$64.7K -187 -11%
GCMG
585
Gyroscope Capital Management Group
Florida
$491K +$19.7K +57 +4%
APP
586
Avantax Planning Partners
Iowa
$487K -$29.4K -85 -5%
CTA
587
Chesley Taft & Associates
Illinois
$482K – – –
FMAEN1
588
Fund Management at Engine No 1
California
$482K +$86.6K +250 +19%
SP
589
Successful Portfolios
Florida
$480K – – –
SWA
590
Stratos Wealth Advisors
Ohio
$480K +$61.3K +177 +13%
WFC
591
Western Financial Corp
California
$476K +$2.77K +8 +0.5%
SF
592
Synovus Financial
Georgia
$474K +$692 +2 +0.1%
JWCA
593
J.W. Cole Advisors
Florida
$469K -$31.5K -91 -6%
KIA
594
KCM Investment Advisors
California
$464K -$34.6K -100 -6%
SG
595
StoneX Group
New York
$460K +$140K +403 +38%
KFA
596
Krane Funds Advisors
New York
$460K +$48.8K +141 +11%
RWM
597
Ritholtz Wealth Management
New York
$453K -$1.73K -5 -0.3%
LWAC
598
Laurel Wealth Advisors (California)
California
$452K -$26K -75 -5%
MNBTD
599
Moody National Bank Trust Division
Texas
$452K +$501K +1,446 New
CI
600
Conning Inc
Connecticut
$446K -$2.42K -7 -0.5%
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