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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
601
Jacobi Capital Management
Pennsylvania
$555K +$11.3K +31 +2%
LS
602
Livforsakringsbolaget Skandia
Sweden
$555K +$181K +500 +54%
CG
603
Caprock Group
Idaho
$553K +$19.6K +54 +4%
CCM
604
Coldstream Capital Management
Washington
$553K +$66.4K +183 +15%
MCP
605
Mirador Capital Partners
California
$551K -$17.1K -47 -3%
BHBT
606
Burke & Herbert Bank & Trust
Virginia
$549K – – –
HGERS
607
Householder Group Estate & Retirement Specialist
Arizona
$547K – – –
BCM
608
Brookstone Capital Management
Illinois
$547K +$209K +576 +73%
PIM
609
Perpetual Investment Management
Australia
$546K – – –
PGFC
610
Peapack-Gladstone Financial Corp
New Jersey
$543K -$48.3K -133 -9%
T
611
TNF
Montana
$543K – – –
WT
612
Whittier Trust
California
$540K +$20.7K +57 +4%
SG
613
Stonnington Group
California
$536K – – –
MBTD
614
Mechanics Bank - Trust Department
California
$534K -$39.9K -110 -7%
SWA
615
Stratos Wealth Advisors
Ohio
$529K +$4.36K +12 +0.9%
SIA
616
Schechter Investment Advisors
Michigan
$528K +$84.9K +234 +21%
SS
617
Simplicity Solutions
Minnesota
$525K +$32.3K +89 +7%
BO
618
Bank OZK
Arkansas
$521K -$237K -654 -33%
KFA
619
Krane Funds Advisors
New York
$519K +$7.98K +22 +2%
BJL
620
Brighton Jones LLC
Washington
$519K +$9.8K +27 +2%
HT
621
HighTower Trust
Texas
$515K +$26.1K +72 +6%
ECM
622
Element Capital Management
New York
$512K +$476K +1,311 New
CA
623
Cetera Advisors
Colorado
$509K -$182K -501 -28%
BWA
624
Blodgett Wealth Advisors
California
$507K – – –
CC
625
Commons Capital
Massachusetts
$506K -$143K -395 -23%
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