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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
651
Chesley Taft & Associates
Illinois
$470K – – –
FIA
652
Foundations Investment Advisors
Arizona
$468K +$17.5K +66 +4%
NP
653
NorthRock Partners
Minnesota
$463K +$403K +1,520 New
HBT
654
Heartland Bank & Trust
Illinois
$459K -$21.5K -81 -5%
WR
655
WD Rutherford
Oregon
$458K +$7.7K +29 +2%
QI
656
Qtron Investments
Massachusetts
$457K +$186K +700 +88%
CWM
657
Chesapeake Wealth Management
Virginia
$454K +$23.9K +90 +6%
IA
658
IFP Advisors
Florida
$452K +$42.5K +160 +12%
WHCI
659
W.H. Cornerstone Investments
Massachusetts
$451K -$681K -2,568 -63%
BJL
660
Brighton Jones LLC
Washington
$444K -$5.04K -19 -1%
WPC
661
White Pine Capital
Minnesota
$440K -$42.5K -160 -10%
DA
662
Doliver Advisors
Texas
$439K +$43K +162 +13%
FIM
663
Freedom Investment Management
Connecticut
$437K +$381K +1,434 New
MCP
664
Mirador Capital Partners
California
$434K +$265 +1 +0.1%
MLRA
665
Main Line Retirement Advisors
Montana
$431K +$375K +1,414 New
BHCM
666
Brevan Howard Capital Management
Jersey
$431K +$375K +1,413 New
PI
667
Putnam Investments
Massachusetts
$430K -$2.64M -9,956 -88%
CTC
668
Central Trust Company
Missouri
$429K -$19.9K -75 -5%
HWM
669
HB Wealth Management
Georgia
$429K +$373K +1,405 New
AWM
670
Apollon Wealth Management
South Carolina
$427K +$53.6K +202 +17%
EH
671
Equitable Holdings
New York
$427K +$62.4K +235 +20%
BAM
672
Belpointe Asset Management
Nevada
$426K -$36.9K -139 -9%
LOIP
673
Live Oak Investment Partners
Texas
$426K – – –
KA
674
Kovack Advisors
Florida
$425K +$29.5K +111 +9%
EHC
675
Everett Harris & Co
California
$425K – – –
25 26
27
28 29