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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
726
Texas Capital Bank Wealth Management Services
Texas
$373K -$10.9K -38 -3%
MCP
727
Mirador Capital Partners
California
$372K +$3.16K +11 +0.9%
WSFS
728
Wilmington Savings Fund Society
Delaware
$371K -$1.19M -4,136 -76%
M
729
MOTCO
Texas
$370K – – –
CTA
730
Chesley Taft & Associates
Illinois
$370K – – –
EP
731
Essential Partners
California
$369K +$188K +656 +105%
AWA
732
Aaron Wealth Advisors
Illinois
$368K +$365K +1,273 New
RCM
733
Requisite Capital Management
Texas
$366K +$363K +1,266 New
WIM
734
Warwick Investment Management
Texas
$365K +$363K +1,263 New
LAIC
735
Lederer & Associates Investment Counsel
California
$364K -$14.9K -52 -4%
FTUS
736
Flow Traders U.S.
New York
$364K +$361K +1,259 New
MBTD
737
Mechanics Bank - Trust Department
California
$364K -$62.6K -218 -15%
CP
738
Creekside Partners
California
$364K – – –
ACM
739
AlphaStar Capital Management
North Carolina
$360K +$78.6K +274 +28%
NP
740
Nilsine Partners
Colorado
$358K +$15.2K +53 +4%
AFG
741
Atomi Financial Group
New York
$356K +$99.3K +346 +39%
AHC
742
Adell Harriman & Carpenter
Texas
$355K – – –
TPCW
743
TD Private Client Wealth
New York
$353K -$261K -909 -43%
AFWM
744
Abich Financial Wealth Management
Virginia
$353K +$350K +1,221 New
USCWA
745
U.S. Capital Wealth Advisors
Texas
$346K +$34.7K +121 +11%
OIA
746
OneDigital Investment Advisors
Kansas
$344K -$73.8K -257 -18%
API
747
Asset Planning Inc
California
$344K +$32.1K +112 +10%
ATC
748
Argent Trust Co
Tennessee
$344K – – –
SWP
749
Sagespring Wealth Partners
Tennessee
$343K -$44.8K -156 -12%
LWAM
750
Legacy Wealth Asset Management
Minnesota
$341K +$4.3K +15 +1%
28 29
30
31 32