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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
651
Busey Bank
Illinois
$545K -$19.7K -66 -3%
CAM
652
Campion Asset Management
Virginia
$541K -$5.98K -20 -1%
JCM
653
Jacobi Capital Management
Pennsylvania
$541K +$17.3K +58 +3%
IAA
654
Independent Advisor Alliance
North Carolina
$538K +$142K +475 +36%
GLF
655
Groupe la Francaise
France
$535K +$27.5K +92 +5%
S
656
SignatureFD
Georgia
$532K +$85.2K +285 +19%
II
657
Inspire Investing
Idaho
$529K -$646K -2,160 -55%
SF
658
Summit Financial
New Jersey
$526K +$33.5K +112 +7%
GI
659
GAMMA Investing
California
$525K +$75.1K +251 +17%
AA
660
Advisory Alpha
Michigan
$524K +$21.5K +72 +4%
GCM
661
Gallacher Capital Management
Colorado
$521K +$78.4K +262 +18%
FMWA
662
Forvis Mazars Wealth Advisors
Missouri
$521K – – –
EH
663
Equitable Holdings
New York
$518K +$41.6K +139 +9%
BWM
664
Biltmore Wealth Management
Arizona
$517K -$1.79K -6 -0.3%
BJL
665
Brighton Jones LLC
Washington
$517K +$45.5K +152 +10%
LIM
666
Longfellow Investment Management
Massachusetts
$513K +$192K +642 +60%
AWA
667
Arkadios Wealth Advisors
Georgia
$513K +$98.7K +330 +24%
IWA
668
IVC Wealth Advisors
Pennsylvania
$512K +$45.8K +153 +10%
LWM
669
Liberty Wealth Management
California
$511K +$5.38K +18 +1%
WC
670
Winmill & Co
New Hampshire
$509K – – –
LOIP
671
Live Oak Investment Partners
Texas
$508K +$508K +1,699 New
GWS
672
Greykasell Wealth Strategies
California
$508K +$299 +1 +0.1%
SG
673
StoneX Group
New York
$508K +$55.6K +186 +12%
OIA
674
OneDigital Investment Advisors
Kansas
$504K +$63.4K +212 +14%
PPW
675
Pasadena Private Wealth
California
$503K -$26.6K -89 -5%
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