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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
701
Gerber Kawasaki Wealth & Investment Management
California
$402K +$387K +1,264 New
IF
702
Intrua Financial
Texas
$402K +$387K +1,264 New
BFC
703
Blue Fin Capital
Rhode Island
$402K – – –
CP
704
Creekside Partners
California
$401K – – –
MBTD
705
Mechanics Bank - Trust Department
California
$401K -$139K -455 -27%
MAG
706
Meadowbrook Advisors Group
New Jersey
$400K +$384K +1,256 New
LAIC
707
Lederer & Associates Investment Counsel
California
$393K – – –
API
708
Asset Planning Inc
California
$392K +$3.67K +12 +1%
EFS
709
Essex Financial Services
Connecticut
$390K -$94.5K -309 -20%
SAM
710
Smartleaf Asset Management
Massachusetts
$388K – – –
CTA
711
Chesley Taft & Associates
Illinois
$388K +$2.14K +7 +0.6%
PPWP
712
Premier Path Wealth Partners
New Jersey
$387K -$38.2K -125 -9%
EWS
713
Evergreen Wealth Solutions
Pennsylvania
$386K +$359K +1,175 New
TPCW
714
TD Private Client Wealth
New York
$386K +$4.28K +14 +1%
NP
715
Nilsine Partners
Colorado
$385K +$10.4K +34 +3%
FFA
716
First Foundation Advisors
California
$385K -$11.6K -38 -3%
QWP
717
Quotient Wealth Partners
Texas
$384K +$30.3K +99 +9%
PP
718
PDS Planning
Ohio
$380K +$3.67K +12 +1%
SCM
719
Stevens Capital Management
Pennsylvania
$377K -$425K -1,388 -54%
KCP
720
Kera Capital Partners
California
$377K +$63.9K +209 +21%
C
721
Certuity
Florida
$376K +$23.9K +78 +7%
MMG
722
Monetary Management Group
Missouri
$374K – – –
EWM
723
Evercore Wealth Management
New York
$374K – – –
ASC
724
Atalanta Sosnoff Capital
New York
$370K -$32.1K -105 -8%
1CP
725
17 Capital Partners
Arizona
$369K +$1.84K +6 +0.5%
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