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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
576
Kestra Private Wealth Services
Texas
$752K +$45.8K +138 +6%
EWP
577
Elevation Wealth Partners
California
$749K -$3.32K -10 -0.4%
MFC
578
Mechanics Financial Corp
Ohio
$743K -$9.96K -30 -1%
NW
579
NewEdge Wealth
Pennsylvania
$741K +$45.5K +137 +6%
MOS
580
MGO One Seven
Ohio
$736K +$328K +987 +67%
FRA
581
Frank Rimerman Advisors
California
$731K -$17.9K -54 -2%
AWM
582
AE Wealth Management
Kansas
$723K -$229K -689 -22%
BWS
583
Buck Wealth Strategies
Colorado
$723K +$332K +999 +71%
SPF
584
South Plains Financial
Texas
$722K +$800K +2,410 New
BCP
585
Berkeley Capital Partners
Georgia
$720K +$7.96K +24 +1%
DP
586
Dearborn Partners
Illinois
$719K -$47.5K -143 -6%
LIM
587
Loudon Investment Management
New Hampshire
$719K – – –
CAM
588
Cresset Asset Management
Illinois
$716K +$530K +1,597 +201%
AAM
589
AR Asset Management
California
$715K – – –
TA
590
TFG Advisers
Michigan
$703K -$15.6K -47 -2%
MSA
591
MUFG Securities Americas
New York
$697K +$772K +2,327 New
FFA
592
First Foundation Advisors
California
$693K -$8.3K -25 -1%
BOJHT
593
Bank of Jackson Hole Trust
Wyoming
$684K +$758K +2,285 New
IMRF
594
Illinois Municipal Retirement Fund
Illinois
$682K – – –
CL
595
Choreo LLC
Illinois
$682K +$51.4K +155 +7%
WRPWM
596
Werba Rubin Papier Wealth Management
California
$681K +$12.6K +38 +2%
PWMG
597
Prestige Wealth Management Group
New Jersey
$676K +$63.7K +192 +9%
GRP
598
Global Retirement Partners
California
$673K -$664 -2 -0.1%
PFS
599
Prospera Financial Services
Texas
$668K +$1.99K +6 +0.3%
XT
600
XTX Topco
Cayman Islands
$657K +$728K +2,194 New
22 23
24
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