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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
GPWM
626
Grant Private Wealth Management
California
$562K +$170K +556 +46%
NG
627
Norden Group
Utah
$561K +$16.5K +54 +3%
IA
628
IFP Advisors
Florida
$548K +$3.67K +12 +0.7%
OCM
629
One Capital Management
California
$547K – – –
ACM
630
Advisors Capital Management
New Jersey
$541K -$25.4K -83 -5%
WC
631
Winmill & Co
New Hampshire
$541K – – –
GT
632
Greenleaf Trust
Michigan
$540K +$8.87K +29 +2%
VF
633
Virtu Financial
New York
$538K +$518K +1,692 New
FRA
634
Frank Rimerman Advisors
California
$537K +$3.67K +12 +0.7%
CASB
635
Cape Ann Savings Bank
Massachusetts
$536K -$319K -1,042 -38%
BB
636
Busey Bank
Illinois
$529K +$73.4K +240 +17%
SW
637
Simplicity Wealth
New Jersey
$525K +$255K +835 +103%
IC
638
Inscription Capital
Texas
$525K +$17.7K +58 +4%
FCP
639
Fidelis Capital Partners
Florida
$521K -$17.7K -58 -3%
AIS
640
American Investment Services
Massachusetts
$518K – – –
CAM
641
Campion Asset Management
Virginia
$517K -$1.53K -5 -0.3%
HI
642
Harbour Investments
Wisconsin
$516K +$23.6K +77 +5%
APA
643
Astoria Portfolio Advisors
New York
$512K +$241K +787 +96%
CPW
644
Crestmont Private Wealth
Texas
$512K +$33K +108 +7%
AF
645
Alerus Financial
North Dakota
$511K +$216K +706 +79%
GS
646
GTS Securities
Florida
$505K -$522K -1,706 -52%
OAM
647
Ostrum Asset Management
France
$501K -$199K -652 -29%
MLRA
648
Main Line Retirement Advisors
Montana
$499K +$4.28K +14 +0.9%
NDBT
649
North Dallas Bank & Trust
Texas
$497K -$505K -1,651 -51%
SSCA
650
South Shore Capital Advisors
Massachusetts
$496K -$13.2K -43 -3%
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