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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
651
Gryphon Financial Partners
Ohio
$574K +$649 +2 +0.1%
SCM
652
Sterling Capital Management
North Carolina
$563K +$503K +1,548 New
CWM
653
Chesapeake Wealth Management
Virginia
$560K +$10.7K +33 +2%
P
654
&Partners
Tennessee
$559K +$499K +1,537 New
NGA
655
Naples Global Advisors
Florida
$558K +$8.12K +25 +2%
GI
656
GAMMA Investing
California
$557K +$138K +425 +38%
CTA
657
Chesley Taft & Associates
Illinois
$557K -$3.25K -10 -0.6%
EB
658
Eastern Bank
Massachusetts
$557K +$497K +1,530 New
KFA
659
Krane Funds Advisors
New York
$555K -$8.77K -27 -2%
LOIP
660
Live Oak Investment Partners
Texas
$552K – – –
S
661
SignatureFD
Georgia
$552K +$26.6K +82 +6%
STA
662
Summit Trail Advisors
New York
$552K +$56.2K +173 +13%
MBTD
663
Mechanics Bank - Trust Department
California
$547K – – –
AA
664
Advisory Alpha
Michigan
$546K +$67.5K +208 +16%
CA
665
Cornerstone Advisory
Maryland
$544K +$4.87K +15 +1%
EHC
666
Everett Harris & Co
California
$543K +$32.5K +100 +7%
MOS
667
MGO One Seven
Ohio
$536K +$27.6K +85 +6%
IWA
668
IVC Wealth Advisors
Pennsylvania
$532K -$1.3K -4 -0.3%
HBT
669
Heartland Bank & Trust
Illinois
$531K -$16.6K -51 -3%
SIG
670
Stonegate Investment Group
Alabama
$531K – – –
MLRA
671
Main Line Retirement Advisors
Montana
$530K +$3.9K +12 +0.8%
WCM
672
Whitener Capital Management
North Carolina
$523K +$47.7K +147 +11%
BTWM
673
Baker Tilly Wealth Management
Wisconsin
$521K +$89.9K +277 +24%
EH
674
Equitable Holdings
New York
$520K +$21.8K +67 +5%
BCM
675
Brookstone Capital Management
Illinois
$516K +$23.4K +72 +5%
25 26
27
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