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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
1001
Zions Bancorporation, National Association
Utah
$50.5K -$2.07K -7 -4%
DAM
1002
Delta Asset Management
Tennessee
$49.3K -$592 -2 -1%
SC
1003
SouthState Corp
Florida
$48.1K +$32.9K +111 +209%
T
1004
TOBAM
France
$48K – – –
RF
1005
Rossby Financial
Florida
$47.8K +$2.37K +8 +5%
WAS
1006
Winch Advisory Services
Wisconsin
$44.9K +$592 +2 +1%
LI
1007
LRI Investments
Florida
$41.4K – – –
TFA
1008
Toth Financial Advisory
Virginia
$40.2K – – –
PAM
1009
Parvin Asset Management
South Dakota
$37.6K – – –
MEG
1010
Millstone Evans Group
Colorado
$37K – – –
OWA
1011
Opal Wealth Advisors
New York
$36.1K +$592 +2 +2%
T
1012
Tidemark
California
$35.6K – – –
OP
1013
ORG Partners
Indiana
$35.5K -$888 -3 -2%
AAG
1014
Armstrong Advisory Group
Massachusetts
$34.6K – – –
CA
1015
Centerpoint Advisors
Massachusetts
$33K +$296 +1 +0.9%
NC
1016
NewSquare Capital
Pennsylvania
$31.1K +$11.8K +40 +61%
SSG
1017
Summit Securities Group
New York
$31.1K +$31.4K +106 New
GKIM
1018
GW&K Investment Management
Massachusetts
$31K +$5.63K +19 +22%
LWCFA
1019
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.3K – – –
BBHC
1020
Brown Brothers Harriman & Co
New York
$29.3K +$12.4K +42 +72%
AG
1021
AmeriFlex Group
Nevada
$28.9K -$4.74K -16 -14%
CCMW
1022
Cypress Capital Management (Wyoming)
Wyoming
$28.2K – – –
ST
1023
Smithfield Trust
Pennsylvania
$28K – – –
ADL
1024
Asset Dedication LLC
California
$27.9K +$14.8K +50 +111%
ABWM
1025
Alpine Bank Wealth Management
Colorado
$27K -$52.4K -177 -66%
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41
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