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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
626
Clarius Group LLC
Washington
$582K -$21.2K -64 -3%
JPWM
627
Jamison Private Wealth Management
Georgia
$578K +$296K +892 +86%
PAM
628
Panagora Asset Management
Massachusetts
$577K -$49.1K -148 -7%
AF
629
Arrow Financial
New York
$569K – – –
RAM
630
Ramirez Asset Management
New York
$569K – – –
ACM
631
AlphaStar Capital Management
North Carolina
$568K +$214K +645 +52%
SFS
632
Strategic Financial Services
New York
$567K – – –
CCM
633
Cullen Capital Management
New York
$566K – – –
BB
634
Busey Bank
Illinois
$565K -$60.1K -181 -9%
ACM
635
Aster Capital Management
United Arab Emirates
$554K +$436K +1,315 +246%
WP
636
WealthPLAN Partners
Nebraska
$553K – – –
CAM
637
Campion Asset Management
Virginia
$548K -$3.32K -10 -0.5%
GT
638
Greenleaf Trust
Michigan
$542K +$24.9K +75 +4%
UWS
639
Unique Wealth Strategies
Illinois
$542K +$600K +1,809 New
LTI
640
Laffer Tengler Investments
Tennessee
$541K -$19.6K -59 -3%
MS
641
Maven Securities
Jersey
$538K +$597K +1,798 New
FFS
642
Flavin Financial Services
Florida
$538K +$596K +1,797 New
NGA
643
Naples Global Advisors
Florida
$537K +$86.3K +260 +17%
PPW
644
Pasadena Private Wealth
California
$530K +$43.5K +131 +8%
TPCW
645
TD Private Client Wealth
New York
$529K +$23.6K +71 +4%
TPA
646
Trivium Point Advisory
Connecticut
$525K -$2.99K -9 -0.5%
JCM
647
Jacobi Capital Management
Pennsylvania
$524K +$4.65K +14 +0.8%
FFA
648
Farther Finance Advisors
California
$523K -$105K -315 -15%
FMWA
649
Forvis Mazars Wealth Advisors
Missouri
$521K – – –
BWM
650
Biltmore Wealth Management
Arizona
$520K +$2.99K +9 +0.5%
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