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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
651
Rossmore Private Capital
Connecticut
$381K -$58.3K -200 -13%
MIM
652
Morningstar Investment Management
Illinois
$380K +$380K +1,303 New
BWA
653
Blodgett Wealth Advisors
California
$379K – – –
MC
654
Moors & Cabot
Massachusetts
$377K -$19.8K -68 -5%
RCM
655
RNC Capital Management
California
$377K – – –
AWM
656
Apollon Wealth Management
South Carolina
$377K +$123K +423 +49%
HH
657
Hilltop Holdings
Texas
$376K +$375K +1,287 New
SC
658
Scotia Capital
Ontario, Canada
$375K +$374K +1,285 New
FM
659
Foster & Motley
Ohio
$374K +$373K +1,281 New
S
660
SignatureFD
Georgia
$371K -$31.8K -109 -8%
WPC
661
White Pine Capital
Minnesota
$370K +$40.8K +140 +12%
CG
662
Caprock Group
Idaho
$370K +$22.7K +78 +7%
QCG
663
Quadrant Capital Group
Ohio
$367K -$115K -396 -24%
SFB
664
STAR Financial Bank
Indiana
$366K +$365K +1,253 New
WP
665
WealthSpring Partners
California
$365K +$583 +2 +0.2%
NP
666
Nilsine Partners
Colorado
$365K +$43.4K +149 +14%
ACP
667
Aveo Capital Partners
Colorado
$364K -$9.03K -31 -2%
GC
668
Guidance Capital
Kentucky
$362K +$368K +1,262 New
BDFN
669
Bond & Devick Financial Network
Minnesota
$362K +$1.17K +4 +0.3%
HFM
670
Hartford Funds Management
Pennsylvania
$359K +$43.4K +149 +14%
MGIM
671
M&G Investment Management
United Kingdom
$352K +$56.2K +193 +19%
BIM
672
Bridgecreek Investment Management
Oklahoma
$350K – – –
IWM
673
IHT Wealth Management
Illinois
$348K +$96.2K +330 +38%
LWAM
674
Legacy Wealth Asset Management
Minnesota
$347K +$9.62K +33 +3%
OCM
675
Orleans Capital Management
Louisiana
$346K +$33.5K +115 +11%
25 26
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