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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
651
Stonegate Investment Group
Alabama
$333K +$79.1K +269 +32%
NP
652
Nilsine Partners
Colorado
$332K +$323K +1,100 New
WCG
653
Weaver Consulting Group
California
$330K -$5.88K -20 -2%
RWP
654
Ridgecrest Wealth Partners
California
$328K – – –
WPP
655
Whalerock Point Partners
Rhode Island
$328K – – –
HFM
656
Hartford Funds Management
Pennsylvania
$326K +$62.6K +213 +25%
CF
657
Cantor Fitzgerald
New York
$325K – – –
LIM
658
Longfellow Investment Management
Massachusetts
$324K – – –
JLBC
659
J.L. Bainbridge & Co
Florida
$323K +$315K +1,070 New
OCM
660
Orleans Capital Management
Louisiana
$323K +$315K +1,070 New
OIA
661
OneDigital Investment Advisors
Kansas
$322K +$11.2K +38 +4%
SC
662
Savant Capital
Illinois
$320K -$20.6K -70 -6%
SC
663
Slow Capital
California
$318K +$6.76K +23 +2%
PCFFS
664
Pacific Center for Financial Services
California
$318K +$310K +1,053 New
DA
665
Doliver Advisors
Texas
$318K +$309K +1,051 New
MMG
666
Monetary Management Group
Missouri
$317K – – –
WA
667
Wambolt & Associates
Colorado
$317K +$32.1K +109 +12%
WOC
668
West Oak Capital
California
$316K – – –
SIM
669
Sentry Investment Management
Wisconsin
$314K -$3.82K -13 -1%
SXL
670
Summit X LLC
Missouri
$314K -$18.5K -63 -6%
LWCFA
671
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$313K – – –
GCP
672
GSA Capital Partners
United Kingdom
$313K -$229K -779 -43%
HL
673
HeadInvest LLC
Maine
$310K – – –
WC
674
Wexford Capital
Florida
$306K -$875K -2,975 -75%
MGIM
675
M&G Investment Management
United Kingdom
$306K -$305K -1,036 -51%
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