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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
676
Burford Brothers
Texas
$421K +$367K +1,382 New
DWM
677
Dakota Wealth Management
Florida
$421K -$524K -1,976 -59%
MYIA
678
Mount Yale Investment Advisors
Colorado
$419K -$6.9K -26 -2%
LAIC
679
Lederer & Associates Investment Counsel
California
$418K -$11.7K -44 -3%
MBTD
680
Mechanics Bank - Trust Department
California
$417K -$3.98K -15 -1%
HIP
681
HUB Investment Partners
Texas
$417K +$363K +1,368 New
BCWM
682
Bartlett & Co Wealth Management
Ohio
$411K -$146K -550 -29%
BDFN
683
Bond & Devick Financial Network
Minnesota
$411K +$27.6K +104 +8%
BC
684
Bartlett & Co
Ohio
$411K -$146K -550 -29%
MIM
685
Morningstar Investment Management
Illinois
$405K +$6.63K +25 +2%
MC
686
Moors & Cabot
Massachusetts
$404K +$7.16K +27 +2%
NGA
687
Naples Global Advisors
Florida
$400K +$123K +464 +55%
BO
688
Bank OZK
Arkansas
$400K – – –
SIA
689
Schechter Investment Advisors
Michigan
$399K +$41.9K +158 +14%
BWA
690
Blodgett Wealth Advisors
California
$397K – – –
CA
691
Cresta Advisors
Texas
$397K +$79.6K +300 +30%
LCM
692
Landscape Capital Management
New Jersey
$391K -$457K -1,721 -57%
DGAM
693
Desjardins Global Asset Management
Quebec, Canada
$375K -$1.5M -5,655 -82%
AHC
694
Adell Harriman & Carpenter
Texas
$375K +$79.6K +300 +32%
WCM
695
Whitener Capital Management
North Carolina
$368K +$99.8K +376 +45%
MAM
696
Meeder Asset Management
Ohio
$365K -$16.5K -62 -5%
WWS
697
Wellington Wealth Strategies
Indiana
$365K +$317K +1,196 New
EHAM
698
Eagle Harbor Asset Management
Washington
$364K +$317K +1,195 New
PIM
699
Plato Investment Management
Australia
$364K +$317K +1,193 New
LWAM
700
Legacy Wealth Asset Management
Minnesota
$363K -$5.84K -22 -2%
26 27
28
29 30