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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
601
Householder Group Estate & Retirement Specialist
Arizona
$402K +$292 +1 +0.1%
DADC
602
D.A. Davidson & Co
Montana
$399K -$23.6K -81 -5%
MYIA
603
Mount Yale Investment Advisors
Colorado
$398K +$3.5K +12 +0.9%
PCM
604
Prelude Capital Management
New York
$397K +$413K +1,417 New
MCP
605
Mirador Capital Partners
California
$396K +$292 +1 +0.1%
MCM
606
MAI Capital Management
Ohio
$394K -$83.1K -285 -17%
PIM
607
Perpetual Investment Management
Australia
$392K – – –
BHBT
608
Burke & Herbert Bank & Trust
Virginia
$391K -$3.79K -13 -0.9%
CWM
609
Chesapeake Wealth Management
Virginia
$389K +$110K +378 +37%
BJL
610
Brighton Jones LLC
Washington
$389K -$6.71K -23 -2%
RWM
611
Ritholtz Wealth Management
New York
$388K -$400K -1,371 -50%
JWCA
612
J.W. Cole Advisors
Florida
$386K -$35.9K -123 -8%
MBTD
613
Mechanics Bank - Trust Department
California
$383K – – –
HT
614
HighTower Trust
Texas
$381K +$3.21K +11 +0.8%
QCG
615
Quadrant Capital Group
Ohio
$379K -$57.2K -196 -13%
FRM
616
Fox Run Management
Connecticut
$379K +$395K +1,353 New
JCM
617
Jacobi Capital Management
Pennsylvania
$376K +$4.37K +15 +1%
LWAC
618
Laurel Wealth Advisors (California)
California
$374K – – –
IWC
619
Integrated Wealth Concepts
Massachusetts
$374K +$49K +168 +14%
MG
620
Mather Group
Illinois
$374K +$89.2K +306 +30%
EWM
621
Empirical Wealth Management
Washington
$372K +$89.8K +308 +30%
BO
622
Bank OZK
Arkansas
$367K – – –
SWA
623
Stratos Wealth Advisors
Ohio
$365K -$1.17K -4 -0.3%
CI
624
Conning Inc
Connecticut
$364K -$1.75K -6 -0.5%
BWA
625
Blodgett Wealth Advisors
California
$364K – – –
23 24
25
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