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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
701
Premier Path Wealth Partners
New Jersey
$363K +$52.5K +183 +16%
AFC
702
Ares Financial Consulting
California
$362K – – –
NAM
703
NorthCrest Asset Manangement
Minnesota
$361K -$45K -157 -11%
VT
704
Vise Technologies
New York
$360K – – –
NP
705
Nilsine Partners
Colorado
$360K -$9.18K -32 -3%
GWS
706
Greykasell Wealth Strategies
California
$358K +$573 +2 +0.2%
MG
707
Marex Group
$358K +$61.6K +215 +19%
KJWM
708
Kiley Juergens Wealth Management
Washington
$357K +$378K +1,319 New
WBC
709
Westpac Banking Corp
Australia
$357K -$34.4K -120 -8%
RC
710
Rexford Capital
Texas
$357K -$10.3K -36 -3%
BO
711
Bank OZK
Arkansas
$355K – – –
AWA
712
Aaron Wealth Advisors
Illinois
$354K -$105K -365 -22%
BWA
713
Blodgett Wealth Advisors
California
$352K – – –
ECM
714
Everence Capital Management
Indiana
$352K – – –
DWT
715
Dorsey & Whitney Trust
South Dakota
$350K +$18.9K +66 +5%
PBK
716
Peoples Bank (Kansas)
Kansas
$348K +$369K +1,286 New
WSFS
717
Wilmington Savings Fund Society
Delaware
$348K – – –
OIA
718
OneDigital Investment Advisors
Kansas
$347K +$21.8K +76 +6%
4A
719
4Wealth Advisors
Illinois
$345K +$37.3K +130 +11%
ASC
720
Atalanta Sosnoff Capital
New York
$343K +$2.29K +8 +0.6%
PWP
721
Phillips Wealth Planners
Mississippi
$343K +$316K +1,102 New
KIA
722
KCM Investment Advisors
California
$342K -$16.9K -59 -4%
BFC
723
Blue Fin Capital
Rhode Island
$342K -$2.29K -8 -0.6%
CP
724
Creekside Partners
California
$341K – – –
FFA
725
First Foundation Advisors
California
$338K -$6.31K -22 -2%
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