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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
651
Ostrum Asset Management
France
$501K -$199K -652 -29%
MLRA
652
Main Line Retirement Advisors
Montana
$499K +$4.28K +14 +0.9%
NDBT
653
North Dallas Bank & Trust
Texas
$497K -$505K -1,651 -51%
SSCA
654
South Shore Capital Advisors
Massachusetts
$496K -$13.2K -43 -3%
WBC
655
Westpac Banking Corp
Australia
$489K +$66.7K +218 +17%
HHGA
656
Halbert Hargrove Global Advisors
California
$488K – – –
LW
657
Linscomb Wealth
Texas
$487K -$2.75K -9 -0.6%
S
658
SignatureFD
Georgia
$486K +$33K +108 +8%
VSQM
659
V-Square Quantitative Management
Illinois
$485K -$6.42K -21 -1%
AWA
660
Aaron Wealth Advisors
Illinois
$485K +$66.4K +217 +17%
LWM
661
Liberty Wealth Management
California
$481K – – –
CA
662
Cornerstone Advisory
Maryland
$479K +$5.51K +18 +1%
CPIG
663
Chicago Partners Investment Group
Illinois
$476K -$23.9K -78 -5%
CI
664
Cigna Investments
Connecticut
$472K -$11.3K -37 -2%
SCM
665
Shelton Capital Management
Colorado
$471K – – –
FPH
666
Financial Planning Hawaii
Hawaii
$471K – – –
VAM
667
Verity Asset Management
North Carolina
$467K -$7.34K -24 -2%
EHC
668
Everett Harris & Co
California
$465K -$7.65K -25 -2%
DP
669
Dearborn Partners
Illinois
$465K -$3.06K -10 -0.7%
GFP
670
Gryphon Financial Partners
Ohio
$462K +$9.18K +30 +2%
AHC
671
Adell Harriman & Carpenter
Texas
$455K – – –
PSF
672
Pacific Sun Financial
California
$454K – – –
FFG
673
Fiduciary Financial Group
California
$451K -$7.65K -25 -2%
JSSH
674
J. Safra Sarasin Holding
$451K -$1.05M -3,434 -71%
DBFM
675
Dickmeyer Boyce Financial Management
Indiana
$449K +$133K +434 +44%
25 26
27
28 29