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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
576
Peapack-Gladstone Financial Corp
New Jersey
$532K +$243K +868 +75%
BCM
577
Bayesian Capital Management
New York
$531K +$565K +2,014 New
GSC
578
G&S Capital
Colorado
$531K +$565K +2,014 New
HGWM
579
Horst & Graben Wealth Management
Oregon
$531K – – –
TA
580
TKG Advisors
Indiana
$529K +$563K +2,008 New
CM
581
Cercano Management
Washington
$523K – – –
VAS
582
Vestmark Advisory Solutions
Massachusetts
$519K -$454K -1,618 -45%
BWM
583
Biltmore Wealth Management
Arizona
$513K +$6.17K +22 +1%
SFS
584
Strategic Financial Services
New York
$513K – – –
GCMG
585
Gyroscope Capital Management Group
Florida
$510K +$22.4K +80 +4%
FTDI
586
First Trust Direct Indexing
Massachusetts
$509K -$22.4K -80 -4%
USCWA
587
U.S. Capital Wealth Advisors
Texas
$507K -$280 -1 -0.1%
AF
588
Arrow Financial
New York
$501K – – –
CG
589
Colony Group
Massachusetts
$500K -$820K -2,927 -61%
KFA
590
Krane Funds Advisors
New York
$500K +$37.3K +133 +8%
GS
591
GTS Securities
Florida
$499K +$219K +782 +70%
CCM
592
Cullen Capital Management
New York
$498K – – –
SFB
593
STAR Financial Bank
Indiana
$498K +$178K +635 +51%
BC
594
Bartlett & Co
Ohio
$497K – – –
BCWM
595
Bartlett & Co Wealth Management
Ohio
$497K – – –
SBF
596
Sara-Bay Financial
Florida
$493K -$4.76K -17 -0.9%
GWM
597
Geneos Wealth Management
Colorado
$492K +$39.5K +141 +8%
CIC
598
Carnegie Investment Counsel
Ohio
$488K +$23.5K +84 +5%
IP
599
Ignite Planners
California
$488K +$528K +1,884 New
AIP
600
Ameritas Investment Partners
Nebraska
$481K -$14.3K -51 -3%
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