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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
651
Jacobi Capital Management
Pennsylvania
$566K +$36.1K +122 +7%
CGL
652
Clarius Group LLC
Washington
$562K -$14.2K -48 -2%
SFS
653
Strategic Financial Services
New York
$556K – – –
HAG
654
HighPoint Advisor Group
Illinois
$553K +$94.7K +320 +20%
FTWA
655
Fifth Third Wealth Advisors
Ohio
$553K +$87.3K +295 +19%
LW
656
Linscomb Wealth
Texas
$550K -$37.6K -127 -6%
DAS
657
Diversify Advisory Services
Utah
$550K +$580K +1,960 New
IWA
658
IVC Wealth Advisors
Pennsylvania
$544K +$41.7K +141 +8%
FFS
659
Flavin Financial Services
Florida
$542K -$98K -331 -15%
WP
660
WealthPLAN Partners
Nebraska
$541K – – –
GLF
661
Groupe la Francaise
France
$537K – – –
AAIS
662
ABN AMRO Investment Solutions
$533K -$3.55K -12 -0.7%
NW
663
NewEdge Wealth
Pennsylvania
$530K -$38.5K -130 -7%
CAM
664
Campion Asset Management
Virginia
$530K -$888 -3 -0.2%
UWS
665
Unique Wealth Strategies
Illinois
$530K +$534K +1,805 New
DP
666
Dearborn Partners
Illinois
$529K -$180K -608 -25%
AG
667
Ascent Group
Virginia
$525K -$55.7K -188 -10%
SG
668
StoneX Group
New York
$524K +$26.1K +88 +5%
S
669
SignatureFD
Georgia
$524K +$1.48K +5 +0.3%
AA
670
ABC Arbitrage
France
$521K -$742K -2,506 -59%
ST
671
Spinnaker Trust
Maine
$518K +$522K +1,764 New
CWM
672
Congress Wealth Management
Massachusetts
$514K +$518K +1,751 New
SFM
673
Signet Financial Management
New Jersey
$512K -$24.9K -84 -5%
FMWA
674
Forvis Mazars Wealth Advisors
Missouri
$510K -$888 -3 -0.2%
LWM
675
Liberty Wealth Management
California
$508K +$7.11K +24 +1%
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