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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
601
Cornerstone Advisory
Maryland
$436K +$164K +559 +63%
JCM
602
Jacobi Capital Management
Pennsylvania
$428K +$22.1K +75 +6%
CWM
603
Chesapeake Wealth Management
Virginia
$427K +$6.76K +23 +2%
GCM
604
Gallacher Capital Management
Colorado
$426K +$93.5K +318 +29%
HGERS
605
Householder Group Estate & Retirement Specialist
Arizona
$426K -$7.64K -26 -2%
JWCA
606
J.W. Cole Advisors
Florida
$422K +$5K +17 +1%
BJL
607
Brighton Jones LLC
Washington
$422K +$2.35K +8 +0.6%
BHBT
608
Burke & Herbert Bank & Trust
Virginia
$421K – – –
EHC
609
Everett Harris & Co
California
$421K -$119K -406 -23%
CAM
610
Cresset Asset Management
Illinois
$417K +$406K +1,381 New
S
611
SignatureFD
Georgia
$417K +$75.3K +256 +23%
BL
612
Balentine LLC
Georgia
$416K -$131K -447 -25%
AAS
613
Ameritas Advisory Services
Nebraska
$413K -$184K -625 -31%
MBTD
614
Mechanics Bank - Trust Department
California
$413K – – –
MC
615
Moors & Cabot
Massachusetts
$411K +$44.1K +150 +12%
MG
616
Mather Group
Illinois
$398K -$4.41K -15 -1%
BO
617
Bank OZK
Arkansas
$396K – – –
SWA
618
Stratos Wealth Advisors
Ohio
$393K -$588 -2 -0.2%
BWA
619
Blodgett Wealth Advisors
California
$393K – – –
RCM
620
RNC Capital Management
California
$390K – – –
ACP
621
Aveo Capital Partners
Colorado
$386K +$24.1K +82 +7%
HT
622
HighTower Trust
Texas
$386K – – –
EWM
623
Empirical Wealth Management
Washington
$383K -$17.6K -60 -5%
WP
624
WealthSpring Partners
California
$378K +$588 +2 +0.2%
KA
625
Kovack Advisors
Florida
$375K +$49.1K +167 +16%
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