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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
776
Quantitative Investment Management
Virginia
$223K +$224K +767 New
P
777
Pitcairn
Pennsylvania
$222K -$7.87K -27 -3%
CS
778
Comerica Securities
Michigan
$222K +$9.91K +34 +5%
PR
779
Payden & Rygel
California
$222K -$2.59M -8,900 -92%
BW
780
Bison Wealth
Georgia
$222K +$221K +760 New
IWA
781
IVC Wealth Advisors
Pennsylvania
$222K – – –
PBF
782
Petix & Botte Financial
California
$222K +$221K +760 New
FFP
783
FourThought Financial Partners
Florida
$221K +$6.41K +22 +3%
GC
784
Grimes & Company
Massachusetts
$220K +$219K +753 New
WLIM
785
White Lighthouse Investment Management
Massachusetts
$219K – – –
HFM
786
Harvest Fund Management
China
$217K – – –
KCM
787
Kathmere Capital Management
Pennsylvania
$217K +$13.4K +46 +7%
DT
788
Diversified Trust
Tennessee
$215K +$9.32K +32 +5%
FWS
789
FinDec Wealth Services
California
$213K – – –
RG
790
Renaissance Group
Kentucky
$213K -$10.8K -37 -5%
RMCM
791
Reynders McVeigh Capital Management
Massachusetts
$212K – – –
BHPW
792
Beverly Hills Private Wealth
California
$207K -$2.91K -10 -1%
WFI
793
West Family Investments
California
$207K -$58.9K -202 -22%
WCM
794
Whitener Capital Management
North Carolina
$206K +$206K +707 New
FWM
795
Forza Wealth Management
Florida
$204K – – –
ATC
796
Argent Trust Co
Tennessee
$204K +$203K +698 New
BC
797
Burney Company
Virginia
$203K -$6.7K -23 -3%
SAM
798
Secure Asset Management
Michigan
$202K +$2.04K +7 +1%
WI
799
Wintrust Investments
Illinois
$202K +$202K +693 New
IFWM
800
Institute for Wealth Management
Colorado
$202K – – –
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