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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
701
Blodgett Wealth Advisors
California
$473K – – –
JIC
702
Johnson Investment Counsel
Ohio
$470K +$38K +117 +10%
BCWM
703
Bartlett & Co Wealth Management
Ohio
$468K -$16.2K -50 -4%
CCMG
704
Clark Capital Management Group
Pennsylvania
$466K +$40.6K +125 +11%
MIM
705
Morningstar Investment Management
Illinois
$464K +$7.47K +23 +2%
RA
706
Rise Advisors
New York
$464K +$13.6K +42 +3%
WS
707
Wedbush Securities
California
$462K -$754K -2,324 -65%
JF
708
Jump Financial
Illinois
$459K -$414K -1,275 -50%
IWM
709
IHT Wealth Management
Illinois
$458K +$118K +365 +41%
IAA
710
Independent Advisor Alliance
North Carolina
$458K +$134K +414 +49%
M
711
MOTCO
Texas
$458K -$71.1K -219 -15%
ACM
712
AlphaStar Capital Management
North Carolina
$456K +$160K +494 +65%
QI
713
Qtron Investments
Massachusetts
$455K -$454K -1,398 -53%
BTI
714
Blue Trust Inc
Georgia
$455K +$230K +710 +82%
SC
715
Syon Capital
California
$451K +$1.3K +4 +0.3%
DWT
716
Dorsey & Whitney Trust
South Dakota
$448K +$76.3K +235 +24%
AHC
717
Adell Harriman & Carpenter
Texas
$447K – – –
EFS
718
Essex Financial Services
Connecticut
$445K +$2.92K +9 +0.7%
FCM
719
FJ Capital Management
Virginia
$440K -$96.1K -296 -20%
OA
720
Oxbow Advisors
Texas
$436K – – –
ATC
721
Argent Trust Co
Tennessee
$436K -$4.22K -13 -1%
NP
722
Nilsine Partners
Colorado
$430K -$7.79K -24 -2%
PPWP
723
Premier Path Wealth Partners
New Jersey
$430K +$66.2K +204 +21%
CI
724
Conning Inc
Connecticut
$426K -$534K -1,646 -58%
PFA
725
Pure Financial Advisors
California
$426K +$17.5K +54 +5%
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