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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
551
HighPoint Advisor Group
Illinois
$251K +$613 +3 +0.3%
BOPW
552
Brandywine Oak Private Wealth
Pennsylvania
$251K +$230K +1,127 New
TFA
553
Teamwork Financial Advisors
Texas
$250K -$6.74K -33 -3%
ACP
554
Aveo Capital Partners
Colorado
$248K +$228K +1,115 New
VWA
555
V Wealth Advisors
Kansas
$247K -$36.2K -177 -14%
WOC
556
West Oak Capital
California
$247K -$28.6K -140 -11%
QCM
557
Quantinno Capital Management
New York
$245K -$159K -778 -41%
GWM
558
Geneos Wealth Management
Colorado
$244K -$19.2K -94 -8%
RCA
559
Rowland Carmichael Advisors
Arizona
$244K +$224K +1,097 New
QCG
560
Quadrant Capital Group
Ohio
$243K +$130K +635 +139%
WPP
561
Whalerock Point Partners
Rhode Island
$242K -$172K -843 -78%
RWM
562
Ritholtz Wealth Management
New York
$237K +$218K +1,066 New
ATC
563
Argent Trust Co
Tennessee
$236K – – –
PCFFS
564
Pacific Center for Financial Services
California
$235K – – –
TVWM
565
Tower View Wealth Management
Wisconsin
$235K +$13.3K +65 +7%
TCOV
566
Trust Company of Vermont
Vermont
$234K – – –
WAM
567
Wealthspire Advisors (Maryland)
Maryland
$231K -$44.3K -217 -17%
SCM
568
Shelton Capital Management
Colorado
$231K +$211K +1,035 New
SAM
569
Secure Asset Management
Michigan
$230K +$211K +1,031 New
NA
570
NewEdge Advisors
Louisiana
$225K +$206K +1,008 New
FMC
571
First Merchants Corp
Indiana
$223K +$204K +1,000 New
AIM
572
Anchor Investment Management
South Carolina
$223K – – –
KA
573
Klingman & Associates
New York
$219K +$201K +982 New
AAM
574
Azzad Asset Management
Virginia
$218K +$200K +981 New
CFGS
575
Concourse Financial Group Securities
Alabama
$217K – – –
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