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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
726
Johnson Investment Counsel
Ohio
$338K – – –
VSQM
727
V-Square Quantitative Management
Illinois
$338K +$21K +76 +7%
CCMG
728
Clark Capital Management Group
Pennsylvania
$333K +$2.21K +8 +0.7%
IIM
729
INTECH Investment Management
Florida
$333K -$713K -2,587 -69%
UB
730
UMB Bank
Missouri
$333K -$90.2K -327 -22%
BTWM
731
Baker Tilly Wealth Management
Wisconsin
$332K +$27K +98 +9%
CIS
732
Connors Investor Services
Pennsylvania
$331K – – –
EI
733
Ellevest Inc
New York
$329K +$316K +1,145 New
LIM
734
Longfellow Investment Management
Massachusetts
$326K +$2.21K +8 +0.7%
SLC
735
Second Line Capital
Louisiana
$323K +$1.38K +5 +0.4%
ACP
736
Aveo Capital Partners
Colorado
$322K -$10.5K -38 -3%
WANY
737
Wealthspire Advisors (New York)
New York
$321K +$60.7K +220 +25%
PFA
738
Pure Financial Advisors
California
$321K -$59.6K -216 -16%
CP
739
Creekside Partners
California
$320K +$307K +1,114 New
GSC
740
G&S Capital
Colorado
$320K -$280K -1,015 -49%
GI
741
GAMMA Investing
California
$318K +$123K +447 +68%
WPP
742
Whalerock Point Partners
Rhode Island
$318K – – –
IA
743
IFG Advisory
Georgia
$317K +$304K +1,101 New
WCG
744
Weaver Consulting Group
California
$314K – – –
RWP
745
Ridgecrest Wealth Partners
California
$312K – – –
CAC
746
Certified Advisory Corp
Florida
$311K +$276 +1 +0.1%
MWM
747
Mission Wealth Management
California
$310K +$3.03K +11 +1%
SFG
748
Sovereign Financial Group
Connecticut
$308K -$827 -3 -0.3%
RIA
749
Realta Investment Advisors
Delaware
$304K +$66.7K +242 +30%
MMG
750
Monetary Management Group
Missouri
$302K – – –
28 29
30
31 32