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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
726
American Investment Services
Massachusetts
$414K +$5.03K +17 +1%
VSQM
727
V-Square Quantitative Management
Illinois
$410K +$8.59K +29 +2%
BFG
728
Berger Financial Group
Minnesota
$410K -$8.88K -30 -2%
MWM
729
Modern Wealth Management
Kansas
$405K -$41.7K -141 -9%
EHAM
730
Eagle Harbor Asset Management
Washington
$403K -$15.7K -53 -4%
VFA
731
Valeo Financial Advisors
Indiana
$401K +$15.4K +52 +4%
MMA
732
Miracle Mile Advisors
California
$399K +$126K +427 +46%
EWA
733
EverSource Wealth Advisors
Alabama
$396K +$253K +854 +173%
KIA
734
KCM Investment Advisors
California
$396K +$11.2K +38 +3%
SWP
735
Sagespring Wealth Partners
Tennessee
$395K +$21.3K +72 +6%
BP
736
BBR Partners
New York
$394K -$592 -2 -0.1%
FFG
737
Fiduciary Financial Group
California
$391K +$24.9K +84 +7%
ASC
738
Atalanta Sosnoff Capital
New York
$390K +$14.5K +49 +4%
TCBWMS
739
Texas Capital Bank Wealth Management Services
Texas
$390K +$2.66K +9 +0.7%
DWT
740
Dorsey & Whitney Trust
South Dakota
$386K +$46.8K +158 +14%
LAIC
741
Lederer & Associates Investment Counsel
California
$385K -$4.74K -16 -1%
BO
742
Bank OZK
Arkansas
$384K – – –
BWA
743
Blodgett Wealth Advisors
California
$381K – – –
ECM
744
Everence Capital Management
Indiana
$381K -$799K -2,700 -68%
WN
745
Williams & Novak
California
$380K +$112K +377 +41%
CTA
746
Chesley Taft & Associates
Illinois
$376K -$74K -250 -16%
MCP
747
Mirador Capital Partners
California
$375K +$296 +1 +0.1%
AWM
748
Atticus Wealth Management
Florida
$374K +$39.7K +134 +12%
HNB
749
Huntington National Bank
Ohio
$374K +$21.3K +72 +6%
PPWP
750
Premier Path Wealth Partners
New Jersey
$371K +$8.59K +29 +2%
28 29
30
31 32