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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
651
Westpac Banking Corp
Australia
$489K +$66.7K +218 +17%
HHGA
652
Halbert Hargrove Global Advisors
California
$488K – – –
LW
653
Linscomb Wealth
Texas
$487K -$2.75K -9 -0.6%
S
654
SignatureFD
Georgia
$486K +$33K +108 +8%
VSQM
655
V-Square Quantitative Management
Illinois
$485K -$6.42K -21 -1%
AWA
656
Aaron Wealth Advisors
Illinois
$485K +$66.4K +217 +17%
LWM
657
Liberty Wealth Management
California
$481K – – –
CA
658
Cornerstone Advisory
Maryland
$479K +$5.51K +18 +1%
CPIG
659
Chicago Partners Investment Group
Illinois
$476K -$23.9K -78 -5%
CI
660
Cigna Investments
Connecticut
$472K -$11.3K -37 -2%
SCM
661
Shelton Capital Management
Colorado
$471K – – –
FPH
662
Financial Planning Hawaii
Hawaii
$471K – – –
VAM
663
Verity Asset Management
North Carolina
$467K -$7.34K -24 -2%
EHC
664
Everett Harris & Co
California
$465K -$7.65K -25 -2%
DP
665
Dearborn Partners
Illinois
$465K -$3.06K -10 -0.7%
GFP
666
Gryphon Financial Partners
Ohio
$462K +$9.18K +30 +2%
AHC
667
Adell Harriman & Carpenter
Texas
$455K – – –
PSF
668
Pacific Sun Financial
California
$454K – – –
FFG
669
Fiduciary Financial Group
California
$451K -$7.65K -25 -2%
JSSH
670
J. Safra Sarasin Holding
$451K -$1.05M -3,434 -71%
DBFM
671
Dickmeyer Boyce Financial Management
Indiana
$449K +$133K +434 +44%
AAM
672
Auxier Asset Management
Oregon
$447K – – –
KJWM
673
Kiley Juergens Wealth Management
Washington
$447K +$26K +85 +6%
LCWP
674
Legacy Capital Wealth Partners
Arkansas
$446K +$306 +1 +0.1%
GWM
675
Geneos Wealth Management
Colorado
$444K +$89.3K +292 +26%
25 26
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