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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
676
Savant Capital
Illinois
$302K -$5.86K -18 -2%
SC
677
Slow Capital
California
$302K +$70.6K +217 +27%
SIM
678
Sentry Investment Management
Wisconsin
$301K – – –
MG
679
Mather Group
Illinois
$301K +$21.5K +66 +7%
IA
680
Inspire Advisors
Idaho
$300K +$37.7K +116 +13%
EWM
681
Empirical Wealth Management
Washington
$298K -$99.9K -307 -23%
CWM
682
Chesapeake Wealth Management
Virginia
$296K +$28.6K +88 +10%
HKIMG
683
Hutchens & Kramer Investment Management Group
Indiana
$295K -$11.7K -36 -3%
MWM
684
Mission Wealth Management
California
$293K +$50.7K +156 +18%
PBC
685
Pavion Blue Capital
California
$293K +$325K +1,000 New
FCMT
686
Founders Capital Management (Texas)
Texas
$289K -$53.3K -164 -14%
TCOV
687
Trust Company of Vermont
Vermont
$288K – – –
AWM
688
Apollon Wealth Management
South Carolina
$288K +$1.3K +4 +0.4%
TSS
689
Two Sigma Securities
New York
$288K +$47.2K +145 +17%
AHC
690
Adell Harriman & Carpenter
Texas
$287K -$16.3K -50 -5%
LC
691
Lindbrook Capital
California
$286K +$38.4K +118 +14%
M
692
MOTCO
Texas
$285K – – –
S
693
SimplyRich
California
$283K – – –
SCM
694
Shelton Capital Management
Colorado
$282K -$9.43K -29 -3%
WFA
695
Wipfli Financial Advisors
Wisconsin
$280K +$311K +957 New
FDCDDQ
696
Federation des caisses Desjardins du Quebec
Quebec, Canada
$278K – – –
WA
697
Wealth Alliance
New York
$278K +$41K +126 +15%
SFG
698
Sovereign Financial Group
Connecticut
$276K – – –
AWE
699
Avidian Wealth Enterprises
Texas
$275K +$40.7K +125 +15%
CB
700
Cadence Bank
Mississippi
$274K +$303K +933 New
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