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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
676
Pinnacle Associates
New York
$304K +$57.6K +177 +21%
EWA
677
EverSource Wealth Advisors
Alabama
$304K +$313K +963 +1,235%
SC
678
Savant Capital
Illinois
$302K -$5.86K -18 -2%
SC
679
Slow Capital
California
$302K +$70.6K +217 +27%
SIM
680
Sentry Investment Management
Wisconsin
$301K – – –
MG
681
Mather Group
Illinois
$301K +$21.5K +66 +7%
IA
682
Inspire Advisors
Idaho
$300K +$37.7K +116 +13%
EWM
683
Empirical Wealth Management
Washington
$298K -$99.9K -307 -23%
CWM
684
Chesapeake Wealth Management
Virginia
$296K +$28.6K +88 +10%
HKIMG
685
Hutchens & Kramer Investment Management Group
Indiana
$295K -$11.7K -36 -3%
MWM
686
Mission Wealth Management
California
$293K +$50.7K +156 +18%
PBC
687
Pavion Blue Capital
California
$293K +$325K +1,000 New
FCMT
688
Founders Capital Management (Texas)
Texas
$289K -$53.3K -164 -14%
TCOV
689
Trust Company of Vermont
Vermont
$288K – – –
AWM
690
Apollon Wealth Management
South Carolina
$288K +$1.3K +4 +0.4%
TSS
691
Two Sigma Securities
New York
$288K +$47.2K +145 +17%
AHC
692
Adell Harriman & Carpenter
Texas
$287K -$16.3K -50 -5%
LC
693
Lindbrook Capital
California
$286K +$38.4K +118 +14%
M
694
MOTCO
Texas
$285K – – –
MGIM
695
M&G Investment Management
United Kingdom
$285K +$10.4K +32 +3%
S
696
SimplyRich
California
$283K – – –
SCM
697
Shelton Capital Management
Colorado
$282K -$9.43K -29 -3%
WFA
698
Wipfli Financial Advisors
Wisconsin
$280K +$311K +957 New
FDCDDQ
699
Federation des caisses Desjardins du Quebec
Quebec, Canada
$278K – – –
WA
700
Wealth Alliance
New York
$278K +$41K +126 +15%
26 27
28
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