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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
651
HeadInvest LLC
Maine
$415K +$4.68K +14 +1%
MG
652
Mather Group
Illinois
$415K +$87.8K +263 +31%
ATC
653
Argent Trust Co
Tennessee
$414K – – –
AIC
654
Archer Investment Corporation
Indiana
$414K -$11.7K -35 -3%
MYLI
655
Meiji Yasuda Life Insurance
Japan
$408K -$15.7K -47 -4%
RWP
656
Ridgecrest Wealth Partners
California
$407K – – –
WPP
657
Whalerock Point Partners
Rhode Island
$406K – – –
SXL
658
Summit X LLC
Missouri
$405K – – –
MGIM
659
M&G Investment Management
United Kingdom
$404K -$13K -39 -3%
SAM
660
Secure Asset Management
Michigan
$400K +$1.67K +5 +0.5%
CFAM
661
Center For Asset Management
Florida
$400K +$6.68K +20 +2%
IWC
662
Integrated Wealth Concepts
Massachusetts
$398K -$326K -977 -48%
FANJ
663
Financial Architects (New Jersey)
New Jersey
$394K -$51.1K -153 -13%
PCFFS
664
Pacific Center for Financial Services
California
$394K – – –
MOS
665
MGO One Seven
Ohio
$394K +$54.8K +164 +18%
ATPW
666
Ashton Thomas Private Wealth
Arizona
$394K +$351K +1,051 New
EWA
667
EP Wealth Advisors
California
$393K +$350K +1,049 New
EN1L
668
Engine No 1 LLC
California
$391K +$74.8K +224 +27%
LWAM
669
Legacy Wealth Asset Management
Minnesota
$385K +$343K +1,027 New
IC
670
Intersect Capital
California
$384K -$437K -1,308 -56%
MPM
671
MBB Public Markets
Illinois
$384K +$342K +1,025 New
WS
672
Wedbush Securities
California
$382K +$38.7K +116 +13%
FHB
673
First Hawaiian Bank
Hawaii
$382K +$72.5K +217 +27%
FIM
674
Freedom Investment Management
Connecticut
$378K +$56.8K +170 +20%
AWM
675
Apollon Wealth Management
South Carolina
$376K +$60.8K +182 +22%
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