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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
426
Maltin Wealth Management
New Jersey
$1.49M -$216K -595 -13%
BSW
427
Buckingham Strategic Wealth
Missouri
$1.48M +$726 +2 +0.1%
DF
428
Donoghue Forlines
Massachusetts
$1.47M +$230K +635 +20%
CCIA
429
Campbell & Co Investment Adviser
Maryland
$1.46M +$39.2K +108 +3%
SIAP
430
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.46M -$72.6K -200 -5%
AG
431
Algert Global
California
$1.46M +$1.35M +3,729 New
BFA
432
Bragg Financial Advisors
North Carolina
$1.44M -$172K -475 -11%
SWM
433
Silverlake Wealth Management
Vermont
$1.44M – – –
PHS
434
Pekin Hardy Strauss
Illinois
$1.42M +$1.81K +5 +0.1%
HFAS
435
Hummer Financial Advisory Services
Illinois
$1.4M +$36.3K +100 +3%
MPPLM
436
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.38M +$67.5K +186 +6%
BCM
437
Bayesian Capital Management
New York
$1.38M +$1.28M +3,527 New
PP
438
Prudential plc
United Kingdom
$1.37M +$1.28M +3,521 New
SAM
439
Shell Asset Management
Netherlands
$1.36M – – –
ED
440
Exane Derivatives
France
$1.36M -$99.1K -273 -7%
FFA
441
First Foundation Advisors
California
$1.34M -$973K -2,682 -44%
AG
442
AIA Group
Hong Kong
$1.32M -$747K -2,059 -38%
SFS
443
Stiles Financial Services
Minnesota
$1.31M +$3.99K +11 +0.3%
DWM
444
Dakota Wealth Management
Florida
$1.31M +$127K +350 +12%
SF
445
Symphony Financial
Texas
$1.31M +$438K +1,207 +59%
RCG
446
Regatta Capital Group
California
$1.29M +$3.63K +10 +0.3%
MAM
447
Meeder Asset Management
Ohio
$1.29M +$1.2M +3,299 New
TFS
448
Thoroughbred Financial Services
Tennessee
$1.28M +$14.5K +40 +1%
V
449
Veritable
Delaware
$1.28M +$71.9K +198 +6%
MAM
450
Mastrapasqua Asset Management
Tennessee
$1.27M -$138K -379 -10%
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