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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
626
Guidance Capital
Kentucky
$535K +$108K +407 +31%
H
627
HoyleCohen
California
$534K +$265 +1 +0.1%
JCM
628
Jacobi Capital Management
Pennsylvania
$533K +$19.6K +74 +4%
GCM
629
Gallacher Capital Management
Colorado
$532K +$21K +79 +5%
II
630
Inspire Investing
Idaho
$528K +$23.1K +87 +5%
SAM
631
Summit Asset Management
Tennessee
$525K – – –
EF
632
Empowered Funds
Pennsylvania
$523K +$96.3K +363 +27%
WC
633
Winmill & Co
New Hampshire
$519K – – –
BL
634
Balentine LLC
Georgia
$513K +$68.7K +259 +18%
CI
635
Cigna Investments
Connecticut
$512K – – –
BFC
636
Blue Fin Capital
Rhode Island
$508K +$30.8K +116 +7%
KWA
637
Kingswood Wealth Advisors
California
$507K +$441K +1,663 New
CT
638
Cambridge Trust
Massachusetts
$497K -$1.33K -5 -0.3%
MAS
639
Meeder Advisory Services
Ohio
$496K +$11.9K +45 +3%
GT
640
Greenleaf Trust
Michigan
$493K -$19.1K -72 -4%
GWMIA
641
Global Wealth Management Investment Advisory
Florida
$492K +$45.6K +172 +12%
TPCW
642
TD Private Client Wealth
New York
$491K +$3.71K +14 +0.9%
DA
643
Denali Advisors
California
$488K – – –
CCM
644
Coldstream Capital Management
Washington
$481K +$23.4K +88 +6%
KAS
645
Kestra Advisory Services
Texas
$479K +$890K +3,353 New
GFP
646
Gryphon Financial Partners
Ohio
$476K +$10.1K +38 +2%
PCIA
647
Prime Capital Investment Advisors
Kansas
$475K +$80.1K +302 +24%
CA
648
Cornerstone Advisory
Maryland
$475K +$29.5K +111 +8%
HAG
649
HighPoint Advisor Group
Illinois
$473K +$455K +1,715 New
CTA
650
Chesley Taft & Associates
Illinois
$470K – – –
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