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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
701
United Community Bank
South Carolina
$349K -$427K -1,526 -53%
AIA
702
AssuredPartners Investment Advisors
Florida
$348K +$96.3K +344 +35%
S
703
SignatureFD
Georgia
$346K -$93.5K -334 -20%
KIA
704
KCM Investment Advisors
California
$343K -$23.2K -83 -6%
GWS
705
Greykasell Wealth Strategies
California
$342K -$107K -382 -22%
AFC
706
Ares Financial Consulting
California
$340K +$367K +1,311 New
BO
707
Bank OZK
Arkansas
$340K – – –
TCBWMS
708
Texas Capital Bank Wealth Management Services
Texas
$339K +$4.48K +16 +1%
BWA
709
Blodgett Wealth Advisors
California
$337K – – –
ECM
710
Everence Capital Management
Indiana
$337K – – –
NG
711
Norden Group
Utah
$336K -$111K -396 -23%
SWP
712
Sagespring Wealth Partners
Tennessee
$336K +$29.4K +105 +9%
WSFS
713
Wilmington Savings Fund Society
Delaware
$333K – – –
M
714
MOTCO
Texas
$333K +$560 +2 +0.2%
VFA
715
Valeo Financial Advisors
Indiana
$333K -$26K -93 -7%
NP
716
NorthRock Partners
Minnesota
$331K -$829K -2,962 -70%
BFC
717
Blue Fin Capital
Rhode Island
$330K -$47K -168 -12%
LWAM
718
Legacy Wealth Asset Management
Minnesota
$330K +$24.6K +88 +7%
FFA
719
First Foundation Advisors
California
$329K -$59.9K -214 -14%
ASC
720
Atalanta Sosnoff Capital
New York
$327K -$11.8K -42 -3%
CP
721
Creekside Partners
California
$327K – – –
MBTD
722
Mechanics Bank - Trust Department
California
$327K – – –
ACM
723
AlphaStar Capital Management
North Carolina
$326K +$2.8K +10 +0.8%
VAM
724
Verity Asset Management
North Carolina
$326K +$112K +400 +47%
MW
725
Maia Wealth
Colorado
$324K +$58.5K +209 +23%
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