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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
651
Confluence Wealth Services
Pennsylvania
$451K -$573 -2 -0.1%
GCM
652
Greenland Capital Management
New York
$447K +$473K +1,650 New
CI
653
CX Institutional
Indiana
$444K +$13.8K +48 +3%
CAM
654
Campion Asset Management
Virginia
$441K -$3.44K -12 -0.7%
AIS
655
American Investment Services
Massachusetts
$440K – – –
GI
656
GAMMA Investing
California
$440K +$162K +564 +53%
MB
657
MidFirst Bank
Oklahoma
$437K +$6.02K +21 +1%
WR
658
WD Rutherford
Oregon
$437K -$1.25M -4,350 -73%
SSCA
659
South Shore Capital Advisors
Massachusetts
$434K -$37.6K -131 -8%
IC
660
Inscription Capital
Texas
$431K -$179K -624 -28%
AWM
661
AE Wealth Management
Kansas
$425K -$58.5K -204 -12%
SEA
662
Stegent Equity Advisors
Texas
$423K +$447K +1,560 New
AWM
663
Aprio Wealth Management
Georgia
$421K +$211K +737 +90%
MLRA
664
Main Line Retirement Advisors
Montana
$420K +$5.16K +18 +1%
VSQM
665
V-Square Quantitative Management
Illinois
$419K +$9.75K +34 +2%
HI
666
Harbour Investments
Wisconsin
$418K +$57.1K +199 +15%
KA
667
Kovack Advisors
Florida
$418K -$41K -143 -9%
LW
668
Linscomb Wealth
Texas
$417K -$43.9K -153 -9%
EFS
669
Essex Financial Services
Connecticut
$416K +$128K +448 +41%
HHGA
670
Halbert Hargrove Global Advisors
California
$415K – – –
EB
671
Eastern Bank
Massachusetts
$414K – – –
CI
672
Cigna Investments
Connecticut
$412K – – –
CPW
673
Crestmont Private Wealth
Texas
$406K +$183K +639 +74%
VAM
674
Verity Asset Management
North Carolina
$404K +$67.7K +236 +19%
MW
675
Maia Wealth
Colorado
$403K +$108K +378 +34%
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