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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
TE
576
Tema ETFs
New York
$609K -$1.12K -4 -0.2%
PT
577
Plimoth Trust
Massachusetts
$609K -$68.6K -245 -9%
WRPWM
578
Werba Rubin Papier Wealth Management
California
$608K +$20.7K +74 +3%
BIG
579
Brooklyn Investment Group
New York
$601K +$175K +627 +37%
CM
580
Capula Management
Cayman Islands
$597K +$337K +1,204 +110%
PS
581
Principal Securities
Iowa
$594K -$30.5K -109 -5%
CCIA
582
Campbell & Co Investment Adviser
Maryland
$590K +$373K +1,332 +141%
CCM
583
Coldstream Capital Management
Washington
$590K -$226K -806 -26%
JCM
584
Jacobi Capital Management
Pennsylvania
$582K +$52.6K +188 +9%
PGFC
585
Peapack-Gladstone Financial Corp
New Jersey
$580K -$5.32K -19 -0.8%
FTWA
586
Fifth Third Wealth Advisors
Ohio
$576K -$17.6K -63 -3%
IC
587
Inscription Capital
Texas
$575K +$560 +2 +0.1%
MYAM
588
Meiji Yasuda Asset Management
Japan
$575K +$10.4K +37 +2%
EHAM
589
Eagle Harbor Asset Management
Washington
$571K +$179K +638 +41%
OCM
590
One Capital Management
California
$570K -$66.3K -237 -10%
LOIP
591
Live Oak Investment Partners
Texas
$569K +$74.1K +265 +14%
AB
592
Atlas Brown
Kentucky
$568K -$2.8K -10 -0.5%
PFPG
593
Pinnacle Financial Partners (Georgia)
Georgia
$560K +$603K +2,156 New
MA
594
Mutual Advisors
Nebraska
$559K -$161K -576 -21%
BFA
595
Bragg Financial Advisors
North Carolina
$558K -$18.2K -65 -3%
EWM
596
Evercore Wealth Management
New York
$557K -$280 -1 -0%
FAM
597
Fulcrum Asset Management
United Kingdom
$554K -$16.5K -59 -3%
WCM
598
Winebrenner Capital Management
Kentucky
$554K – – –
BWM
599
Biltmore Wealth Management
Arizona
$553K +$6.44K +23 +1%
WCM
600
Whitener Capital Management
North Carolina
$551K +$137K +490 +30%
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