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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
601
Shum Financial Group
California
$640K +$13.8K +45 +2%
SWP
602
Stratos Wealth Partners
Ohio
$639K +$94.8K +310 +18%
CCM
603
Coldstream Capital Management
Washington
$629K -$85.7K -280 -12%
HIP
604
HUB Investment Partners
Texas
$620K -$11.6K -38 -2%
CWM
605
Chesapeake Wealth Management
Virginia
$613K -$8.57K -28 -1%
AWM
606
AE Wealth Management
Kansas
$607K +$104K +339 +22%
BJL
607
Brighton Jones LLC
Washington
$607K -$56.3K -184 -9%
MW
608
Maia Wealth
Colorado
$606K +$128K +417 +28%
IWA
609
IVC Wealth Advisors
Pennsylvania
$606K -$2.14K -7 -0.4%
WP
610
WealthPLAN Partners
Nebraska
$600K – – –
KFA
611
Krane Funds Advisors
New York
$598K +$4.59K +15 +0.8%
PGFC
612
Peapack-Gladstone Financial Corp
New Jersey
$597K -$117K -382 -17%
JPWM
613
Jamison Private Wealth Management
Georgia
$596K +$918 +3 +0.2%
PA
614
Profund Advisors
Maryland
$596K -$7.04K -23 -1%
KWM
615
Kingsview Wealth Management
Oregon
$593K +$7.04K +23 +1%
SAM
616
Sompo Asset Management
Japan
$592K -$3.06K -10 -0.5%
AFG
617
Atomi Financial Group
New York
$592K +$248K +811 +77%
FAL
618
Focused Alpha LLC
Colorado
$584K +$7.96K +26 +1%
CI
619
CX Institutional
Indiana
$582K +$57.8K +189 +12%
PFA
620
Pure Financial Advisors
California
$576K -$1.87M -6,097 -77%
SG
621
StoneX Group
New York
$572K +$263K +860 +87%
GIM
622
Gold Investment Management
Alberta, Canada
$568K -$18.7K -61 -3%
PUI
623
Purpose Unlimited Inc
$568K -$5.51K -18 -1%
MMA
624
Miracle Mile Advisors
California
$565K +$285K +933 +111%
MCA
625
MSH Capital Advisors
Arizona
$565K +$612 +2 +0.1%
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