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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
526
Capital Advisory Group Advisory Services
Minnesota
$942K +$47.4K +165 +5%
PA
527
Procyon Advisors
Connecticut
$937K -$202K -703 -18%
HFAS
528
Hummer Financial Advisory Services
Illinois
$937K – – –
BEI
529
Benjamin Edwards Inc
Missouri
$937K -$2.35M -8,184 -72%
SWP
530
Stratos Wealth Partners
Ohio
$927K +$159K +553 +21%
IA
531
IFP Advisors
Florida
$926K +$29.9K +104 +3%
MGIA
532
Moneta Group Investment Advisors
Missouri
$925K +$47.1K +164 +5%
PHS
533
Pekin Hardy Strauss
Illinois
$917K -$33.9K -118 -4%
GRP
534
Global Retirement Partners
California
$911K +$106K +369 +13%
MFGM
535
Marshall Financial Group (Maryland)
Maryland
$907K +$37K +129 +4%
LNWWM
536
Laird Norton Wetherby Wealth Management
California
$906K -$21.5K -75 -2%
DLHL
537
Donald L. Hagan LLC
Florida
$895K -$31.9K -111 -3%
PCA
538
Pallas Capital Advisors
Massachusetts
$891K -$538K -1,874 -38%
CCM
539
Coldstream Capital Management
Washington
$889K +$290K +1,012 +49%
O
540
Ossiam
France
$882K -$291K -1,013 -25%
NAM
541
NorthCrest Asset Manangement
Minnesota
$880K +$542K +1,887 +170%
SIM
542
Sterling Investment Management
Arizona
$879K +$874K +3,044 New
MAS
543
Meeder Advisory Services
Ohio
$878K -$164K -572 -16%
MSE
544
MUFG Securities EMEA
United Kingdom
$873K +$734K +2,558 +551%
SIAP
545
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$867K -$7.17K -25 -0.8%
WCM
546
Weaver Capital Management
Georgia
$862K -$570K -1,986 -40%
JSSH
547
J. Safra Sarasin Holding
$855K -$867K -3,021 -51%
WANY
548
Wealthspire Advisors (New York)
New York
$854K -$69.7K -243 -8%
GVAG
549
Great Valley Advisor Group
Delaware
$851K +$233K +812 +38%
GCM
550
Generation Capital Management
New York
$846K -$11.2K -39 -1%
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