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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
651
Lathrop Investment Management
Arkansas
$231K +$215K +767 New
EH
652
Equitable Holdings
New York
$231K +$215K +768 New
IWA
653
IVC Wealth Advisors
Pennsylvania
$229K +$213K +760 New
BBHC
654
Brown Brothers Harriman & Co
New York
$228K -$1.22M -4,340 -85%
JIC
655
Johnson Investment Counsel
Ohio
$226K +$210K +750 New
WLIM
656
White Lighthouse Investment Management
Massachusetts
$226K +$210K +750 New
LFF
657
Level Four Financial
Texas
$223K +$208K +740 New
OC
658
Oarsman Capital
Wisconsin
$222K +$207K +737 New
CC
659
Courier Capital
New York
$222K +$207K +738 New
MCM
660
MAI Capital Management
Ohio
$222K +$207K +738 New
WAM
661
Weatherly Asset Management
California
$221K +$206K +736 New
RMCM
662
Reynders McVeigh Capital Management
Massachusetts
$219K +$204K +727 New
GIA
663
Gateway Investment Advisers
Ohio
$219K +$204K +729 New
PMAS
664
PNC Managed Account Solutions
Texas
$217K +$203K +722 New
ARMC
665
American Research & Management Company
Massachusetts
$214K – – –
WA1
666
Wimmer Associates 1
California
$214K +$200K +712 New
PAM
667
Private Asset Management
California
$213K +$199K +710 New
PA
668
Pinnacle Associates
New York
$212K +$198K +705 New
FLPIM
669
F.L. Putnam Investment Management
Massachusetts
$211K +$197K +702 New
PR
670
Payden & Rygel
California
$210K – – –
IA
671
Inspire Advisors
Idaho
$210K +$195K +697 New
CIM
672
Cambria Investment Management
California
$208K +$194K +693 New
LC
673
Lindbrook Capital
California
$207K +$2.81K +10 +1%
CFA
674
Carroll Financial Associates
North Carolina
$207K +$14.3K +51 +8%
RWA
675
Ropes Wealth Advisors
Massachusetts
$207K +$193K +689 New
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