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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
626
Greenleaf Trust
Michigan
$632K +$2.27K +7 +0.4%
JCM
627
Jacobi Capital Management
Pennsylvania
$631K +$5.52K +17 +1%
SBF
628
Sara-Bay Financial
Florida
$630K -$12K -37 -2%
BWM
629
Biltmore Wealth Management
Arizona
$628K -$39K -120 -7%
SAM
630
Summit Asset Management
Tennessee
$626K – – –
SF
631
Summit Financial
New Jersey
$622K +$39.3K +121 +8%
AWM
632
Axxcess Wealth Management
California
$622K +$225K +693 +68%
WC
633
Winmill & Co
New Hampshire
$619K – – –
SIA
634
Schechter Investment Advisors
Michigan
$617K +$21.4K +66 +4%
TPCW
635
TD Private Client Wealth
New York
$617K +$12.7K +39 +2%
SFB
636
STAR Financial Bank
Indiana
$614K -$84.4K -260 -13%
AWM
637
Apollon Wealth Management
South Carolina
$614K +$115K +354 +27%
SFM
638
Signet Financial Management
New Jersey
$614K -$64.3K -198 -11%
WB
639
WesBanco Bank
West Virginia
$610K -$3.25K -10 -0.6%
LWM
640
Liberty Wealth Management
California
$608K -$1.48M -4,555 -73%
CIC
641
Carnegie Investment Counsel
Ohio
$607K +$6.49K +20 +1%
BFG
642
Berger Financial Group
Minnesota
$597K -$10.1K -31 -2%
PPW
643
Pasadena Private Wealth
California
$596K -$19.5K -60 -4%
CI
644
Cigna Investments
Connecticut
$596K – – –
TPA
645
Trivium Point Advisory
Connecticut
$590K -$60.7K -187 -10%
KWA
646
Kingswood Wealth Advisors
California
$586K -$153K -471 -22%
MUAMU
647
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$582K +$519K +1,600 New
AIP
648
Ameritas Investment Partners
Nebraska
$580K -$22.4K -69 -4%
BFC
649
Blue Fin Capital
Rhode Island
$580K – – –
WPC
650
White Pine Capital
Minnesota
$576K +$26.3K +81 +5%
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