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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
601
Mirador Capital Partners
California
$441K – – –
BHBT
602
Burke & Herbert Bank & Trust
Virginia
$440K – – –
HGERS
603
Householder Group Estate & Retirement Specialist
Arizona
$439K +$346 +1 +0.1%
PIM
604
Perpetual Investment Management
Australia
$437K – – –
LAIC
605
Lederer & Associates Investment Counsel
California
$434K -$219K -632 -31%
WT
606
Whittier Trust
California
$434K +$1.73K +5 +0.4%
QCG
607
Quadrant Capital Group
Ohio
$433K -$26.3K -76 -5%
NIM
608
NuWave Investment Management
New Jersey
$433K +$480K +1,386 New
PGFC
609
Peapack-Gladstone Financial Corp
New Jersey
$432K -$2.77K -8 -0.6%
MBTD
610
Mechanics Bank - Trust Department
California
$428K – – –
CA
611
Cetera Advisors
Colorado
$428K +$22.2K +64 +5%
HFM
612
Harvest Fund Management
China
$425K -$80K -231 -15%
GCP
613
GSA Capital Partners
United Kingdom
$420K +$465K +1,344 New
HT
614
HighTower Trust
Texas
$416K +$10K +29 +2%
BJL
615
Brighton Jones LLC
Washington
$415K -$692 -2 -0.2%
IA
616
IFP Advisors
Florida
$415K – – –
EWM
617
Empirical Wealth Management
Washington
$414K -$302K -871 -40%
SCM
618
Stevens Capital Management
Pennsylvania
$414K -$155K -449 -25%
EI
619
Ellevest Inc
New York
$414K +$132K +381 +40%
GM
620
GeoWealth Management
Illinois
$413K +$15.9K +46 +4%
T
621
TNF
Montana
$411K -$20.8K -60 -4%
BO
622
Bank OZK
Arkansas
$410K -$8.66K -25 -2%
CC
623
Commons Capital
Massachusetts
$407K +$1.73K +5 +0.4%
BWA
624
Blodgett Wealth Advisors
California
$406K – – –
RCM
625
RNC Capital Management
California
$403K – – –
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