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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
601
Elevation Wealth Partners
California
$732K – – –
PCM
602
Penserra Capital Management
California
$732K -$15.1K -51 -2%
FRA
603
Frank Rimerman Advisors
California
$725K -$40.3K -136 -5%
HFM
604
Hartford Funds Management
Pennsylvania
$725K +$491K +1,660 +206%
MFC
605
Mechanics Financial Corp
Ohio
$723K +$2.07K +7 +0.3%
GC
606
Guidance Capital
Kentucky
$719K -$18.6K -63 -2%
BCP
607
Berkeley Capital Partners
Georgia
$718K +$10.1K +34 +1%
MYAM
608
Meiji Yasuda Asset Management
Japan
$711K -$480K -1,623 -40%
OCM
609
One Capital Management
California
$709K -$63.6K -215 -8%
LIM
610
Loudon Investment Management
New Hampshire
$704K – – –
SC
611
Savant Capital
Illinois
$704K +$44.4K +150 +7%
AAM
612
AR Asset Management
California
$701K – – –
SPF
613
South Plains Financial
Texas
$701K +$1.18K +4 +0.2%
ASN
614
Advisory Services Network
Georgia
$698K +$316K +1,068 +71%
FFA
615
Farther Finance Advisors
California
$684K +$25.5K +86 +4%
TA
616
TFG Advisers
Michigan
$683K -$6.22K -21 -0.9%
TCA
617
Transcend Capital Advisors
New Jersey
$682K +$367K +1,241 +114%
PA
618
Profund Advisors
Maryland
$682K +$49.1K +166 +8%
WRPWM
619
Werba Rubin Papier Wealth Management
California
$680K -$7.7K -26 -1%
BFA
620
Bragg Financial Advisors
North Carolina
$678K -$145K -490 -17%
PWMG
621
Prestige Wealth Management Group
New Jersey
$667K -$13.9K -47 -2%
SC
622
Syon Capital
California
$665K +$266K +898 +66%
IA
623
Inspire Advisors
Idaho
$662K -$26.9K -91 -4%
PA
624
Parallel Advisors
California
$662K +$63.4K +214 +10%
AC
625
Allstate Corporation
Illinois
$658K -$3.1M -10,470 -82%
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