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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
601
Synovus Financial
Georgia
$449K +$5.2K +16 +1%
FMAEN1
602
Fund Management at Engine No 1
California
$445K -$7.48K -23 -1%
JWCA
603
J.W. Cole Advisors
Florida
$440K +$325 +1 +0.1%
DADC
604
D.A. Davidson & Co
Montana
$438K -$56.9K -175 -10%
IA
605
IFP Advisors
Florida
$429K +$26.7K +82 +3%
MFS
606
Mirabella Financial Services
United Kingdom
$426K +$482K +1,481 New
HFM
607
Harvest Fund Management
China
$425K +$30.3K +93 +7%
MNBTD
608
Moody National Bank Trust Division
Texas
$423K – – –
HGERS
609
Householder Group Estate & Retirement Specialist
Arizona
$420K +$10.7K +33 +2%
MCP
610
Mirador Capital Partners
California
$413K – – –
BJL
611
Brighton Jones LLC
Washington
$413K +$27.3K +84 +6%
MYIA
612
Mount Yale Investment Advisors
Colorado
$412K -$82.6K -254 -15%
BHBT
613
Burke & Herbert Bank & Trust
Virginia
$412K – – –
CIM
614
Cambria Investment Management
California
$410K +$159K +490 +54%
PIM
615
Perpetual Investment Management
Australia
$409K – – –
LAIC
616
Lederer & Associates Investment Counsel
California
$407K +$976 +3 +0.2%
WT
617
Whittier Trust
California
$405K -$1.63K -5 -0.4%
CA
618
Cornerstone Advisory
Maryland
$405K +$163K +500 +57%
MBTD
619
Mechanics Bank - Trust Department
California
$401K – – –
GM
620
GeoWealth Management
Illinois
$401K +$17.9K +55 +4%
KFA
621
Krane Funds Advisors
New York
$399K -$35.5K -109 -7%
MC
622
Machina Capital
France
$399K +$106K +325 +31%
HT
623
HighTower Trust
Texas
$398K +$3.9K +12 +0.9%
LP
624
LMR Partners
United Kingdom
$394K +$438K +1,347 New
LWAC
625
Laurel Wealth Advisors (California)
California
$391K -$36.8K -113 -8%
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