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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
551
Dearborn Partners
Illinois
$755K +$21.5K +81 +3%
SWP
552
Stratos Wealth Partners
Ohio
$752K +$78.5K +296 +14%
ASN
553
Advisory Services Network
Georgia
$745K -$54.9K -207 -8%
FTDI
554
First Trust Direct Indexing
Massachusetts
$742K +$134K +504 +26%
GDP
555
Great Diamond Partners
Maine
$742K +$53.3K +201 +9%
LIM
556
Loudon Investment Management
New Hampshire
$732K – – –
NW
557
NewEdge Wealth
Pennsylvania
$731K -$41.9K -158 -6%
AAM
558
AR Asset Management
California
$728K – – –
TC
559
TownSquare Capital
Utah
$726K -$397K -1,496 -39%
CASB
560
Cape Ann Savings Bank
Massachusetts
$724K +$58.6K +221 +9%
TA
561
TFG Advisers
Michigan
$719K +$7.96K +30 +1%
AA
562
Advisory Alpha
Michigan
$713K +$620K +2,337 New
SAM
563
Smithbridge Asset Management
Pennsylvania
$712K -$60.2K -227 -9%
WCM
564
Weaver Capital Management
Georgia
$710K +$618K +2,329 New
MFC
565
Mechanics Financial Corp
Ohio
$702K -$24.4K -92 -4%
WWM
566
Whalen Wealth Management
Nevada
$700K +$609K +2,296 New
PCS
567
Private Client Services
Kentucky
$700K +$609K +2,295 New
LW
568
Linscomb Wealth
Texas
$698K -$9.55K -36 -2%
RPCONE
569
Retirement Planning Company of New England
Rhode Island
$694K +$60.2K +227 +11%
BCP
570
Berkeley Capital Partners
Georgia
$693K +$603K +2,274 New
MA
571
Mutual Advisors
Nebraska
$690K -$7.16K -27 -1%
CGL
572
Clarius Group LLC
Washington
$684K -$17.8K -67 -3%
SFB
573
STAR Financial Bank
Indiana
$681K +$91.5K +345 +18%
UOC
574
UBS O'Connor
Illinois
$679K -$4.09M -15,420 -87%
BRWA
575
B. Riley Wealth Advisors
Florida
$676K -$112K -421 -16%
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