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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
626
Coldstream Capital Management
Washington
$615K +$299 +1 +0%
PA
627
Parallel Advisors
California
$611K +$23.3K +78 +4%
GT
628
Greenleaf Trust
Michigan
$608K +$66.1K +221 +12%
SLWA
629
San Luis Wealth Advisors
California
$608K +$607K +2,030 New
ACM
630
Advisors Capital Management
New Jersey
$607K -$36.5K -122 -6%
HGWM
631
Horst & Graben Wealth Management
Oregon
$606K +$2.99K +10 +0.5%
LW
632
Linscomb Wealth
Texas
$599K -$16.1K -54 -3%
PGFC
633
Peapack-Gladstone Financial Corp
New Jersey
$598K -$34.1K -114 -5%
NW
634
NewEdge Wealth
Pennsylvania
$598K -$143K -479 -19%
AWM
635
Axxcess Wealth Management
California
$596K +$91.8K +307 +18%
CAM
636
Cresset Asset Management
Illinois
$593K -$123K -412 -17%
AG
637
Ascent Group
Virginia
$592K +$331K +1,108 +127%
CGL
638
Clarius Group LLC
Washington
$587K +$5.68K +19 +1%
JPWM
639
Jamison Private Wealth Management
Georgia
$579K +$1.2K +4 +0.2%
PAM
640
Panagora Asset Management
Massachusetts
$577K – – –
ACM
641
AlphaStar Capital Management
North Carolina
$576K +$8.37K +28 +1%
NG
642
Norden Group
Utah
$572K +$571K +1,910 New
RAM
643
Ramirez Asset Management
New York
$568K – – –
TPCW
644
TD Private Client Wealth
New York
$568K +$39.5K +132 +7%
AP
645
Advisors Preferred
Maryland
$568K +$568K +1,900 New
SFS
646
Strategic Financial Services
New York
$567K – – –
HI
647
Harbour Investments
Wisconsin
$556K -$235K -786 -30%
WP
648
WealthPLAN Partners
Nebraska
$552K -$1.2K -4 -0.2%
SFM
649
Signet Financial Management
New Jersey
$547K +$36.5K +122 +7%
AAIS
650
ABN AMRO Investment Solutions
$547K -$101K -338 -16%
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