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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
826
Burke & Herbert Bank & Trust
Virginia
$229K +$200K +752 New
IA
827
IFG Advisory
Georgia
$229K -$6.63K -25 -3%
SPA
828
Sherbrooke Park Advisers
New York
$229K +$199K +751 New
WC
829
Wexford Capital
Florida
$229K -$748K -2,818 -79%
AAIS
830
ABN AMRO Investment Solutions
$229K -$43.5K -164 -18%
WLIM
831
White Lighthouse Investment Management
Massachusetts
$229K +$199K +750 New
P
832
Pitcairn
Pennsylvania
$228K -$10.1K -38 -5%
LCWP
833
Legacy Capital Wealth Partners
Arkansas
$228K +$198K +748 New
C
834
Covestor
United Kingdom
$227K +$11.7K +44 +6%
RG
835
Renaissance Group
Kentucky
$227K +$196K +737 New
PMSA
836
Patrick M. Sweeney & Associates
Illinois
$227K +$197K +743 New
SC
837
Slow Capital
California
$226K -$46.2K -174 -19%
CAL
838
Capital Analysts LLC
Pennsylvania
$225K -$15.7K -59 -7%
CI
839
CX Institutional
Indiana
$225K -$30.5K -115 -13%
FWS
840
FinDec Wealth Services
California
$222K +$193K +729 New
RMCM
841
Reynders McVeigh Capital Management
Massachusetts
$221K +$192K +725 New
IAA
842
Independent Advisor Alliance
North Carolina
$219K +$191K +718 New
SPC
843
Sigma Planning Corp
Michigan
$218K -$46.4K -175 -20%
SWS
844
SYSTM Wealth Solutions
Illinois
$218K +$190K +715 New
BW
845
Bison Wealth
Georgia
$218K +$190K +715 New
LIM
846
Lathrop Investment Management
Arkansas
$216K -$15.9K -60 -8%
HA
847
Herold Advisors
New York
$215K -$54.4K -205 -23%
NWM
848
Napa Wealth Management
California
$214K +$187K +703 New
WI
849
Wintrust Investments
Illinois
$214K +$186K +700 New
PP
850
Pingora Partners
Wyoming
$214K +$186K +700 New
32 33
34
35 36