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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
651
Doliver Advisors
Texas
$484K +$9.65K +35 +2%
BFG
652
Berger Financial Group
Minnesota
$481K -$27.9K -101 -6%
AIP
653
Ameritas Investment Partners
Nebraska
$479K -$13.2K -48 -3%
ASN
654
Advisory Services Network
Georgia
$478K -$82.2K -298 -15%
TPCW
655
TD Private Client Wealth
New York
$476K +$12.7K +46 +3%
OIA
656
OneDigital Investment Advisors
Kansas
$476K +$40K +145 +10%
CL
657
Choreo LLC
Illinois
$476K +$463K +1,679 New
CIC
658
Carnegie Investment Counsel
Ohio
$474K -$74.7K -271 -14%
CI
659
Cigna Investments
Connecticut
$471K -$4.41K -16 -1%
SIA
660
Schechter Investment Advisors
Michigan
$469K +$21K +76 +5%
BFC
661
Blue Fin Capital
Rhode Island
$459K – – –
SF
662
Summit Financial
New Jersey
$457K +$108K +393 +33%
JFG
663
Jefferies Financial Group
New York
$453K +$435K +1,576 New
GFP
664
Gryphon Financial Partners
Ohio
$453K -$2.21K -8 -0.5%
KFA
665
Krane Funds Advisors
New York
$446K -$4.96K -18 -1%
CTA
666
Chesley Taft & Associates
Illinois
$443K – – –
A
667
AlphaQuest
New York
$442K -$1.3M -4,712 -75%
FIM
668
Freedom Investment Management
Connecticut
$437K +$25.6K +93 +7%
HBT
669
Heartland Bank & Trust
Illinois
$434K +$17.9K +65 +4%
WAM
670
Wolverine Asset Management
Illinois
$434K -$13K -47 -3%
NGA
671
Naples Global Advisors
Florida
$434K +$31.7K +115 +8%
AWA
672
Arkadios Wealth Advisors
Georgia
$433K +$415K +1,506 New
H
673
HoyleCohen
California
$433K -$13.2K -48 -3%
CWM
674
Chesapeake Wealth Management
Virginia
$433K +$30.6K +111 +8%
FCM
675
FJ Capital Management
Virginia
$433K +$415K +1,504 New
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