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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
626
Ameritas Investment Partners
Nebraska
$536K -$17.8K -67 -4%
GC
627
Guidance Capital
Kentucky
$535K +$108K +407 +31%
H
628
HoyleCohen
California
$534K +$265 +1 +0.1%
JCM
629
Jacobi Capital Management
Pennsylvania
$533K +$19.6K +74 +4%
GCM
630
Gallacher Capital Management
Colorado
$532K +$21K +79 +5%
II
631
Inspire Investing
Idaho
$528K +$23.1K +87 +5%
SAM
632
Summit Asset Management
Tennessee
$525K – – –
EF
633
Empowered Funds
Pennsylvania
$523K +$96.3K +363 +27%
WC
634
Winmill & Co
New Hampshire
$519K – – –
BL
635
Balentine LLC
Georgia
$513K +$68.7K +259 +18%
CI
636
Cigna Investments
Connecticut
$512K – – –
BFC
637
Blue Fin Capital
Rhode Island
$508K +$30.8K +116 +7%
KWA
638
Kingswood Wealth Advisors
California
$507K +$441K +1,663 New
CT
639
Cambridge Trust
Massachusetts
$497K -$1.33K -5 -0.3%
MAS
640
Meeder Advisory Services
Ohio
$496K +$11.9K +45 +3%
GT
641
Greenleaf Trust
Michigan
$493K -$19.1K -72 -4%
GWMIA
642
Global Wealth Management Investment Advisory
Florida
$492K +$45.6K +172 +12%
TPCW
643
TD Private Client Wealth
New York
$491K +$3.71K +14 +0.9%
DA
644
Denali Advisors
California
$488K – – –
CCM
645
Coldstream Capital Management
Washington
$481K +$23.4K +88 +6%
KAS
646
Kestra Advisory Services
Texas
$479K +$890K +3,353 New
GFP
647
Gryphon Financial Partners
Ohio
$476K +$10.1K +38 +2%
PCIA
648
Prime Capital Investment Advisors
Kansas
$475K +$80.1K +302 +24%
CA
649
Cornerstone Advisory
Maryland
$475K +$29.5K +111 +8%
HAG
650
HighPoint Advisor Group
Illinois
$473K +$455K +1,715 New
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