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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
601
InTrack Investment Management
Vermont
$679K +$77.8K +271 +13%
LIM
602
Longfellow Investment Management
Massachusetts
$678K +$181K +632 +37%
PWMG
603
Prestige Wealth Management Group
New Jersey
$677K +$20.1K +70 +3%
AWM
604
Axxcess Wealth Management
California
$672K -$115K -401 -15%
SAI
605
Savvy Advisors Inc
New York
$664K +$166K +579 +34%
FTWA
606
Fifth Third Wealth Advisors
Ohio
$660K +$115K +401 +21%
BWS
607
Buck Wealth Strategies
Colorado
$660K -$173K -603 -21%
PI
608
PFG Investments
New York
$658K +$18.7K +65 +3%
FIA
609
Foundations Investment Advisors
Arizona
$656K -$82.9K -289 -11%
WRPWM
610
Werba Rubin Papier Wealth Management
California
$655K -$14.4K -50 -2%
PGFC
611
Peapack-Gladstone Financial Corp
New Jersey
$651K +$21.2K +74 +3%
PA
612
Profund Advisors
Maryland
$649K -$22.1K -77 -3%
CTFG
613
Capstone Triton Financial Group
Oklahoma
$647K +$78.6K +274 +14%
CFO
614
Callan Family Office
Pennsylvania
$645K -$305K -1,062 -32%
BTWM
615
Baker Tilly Wealth Management
Wisconsin
$644K +$78.6K +274 +14%
VAS
616
Vestmark Advisory Solutions
Massachusetts
$640K -$228K -795 -26%
BFA
617
Bragg Financial Advisors
North Carolina
$640K -$27.6K -96 -4%
IC
618
Inscription Capital
Texas
$639K +$340K +1,184 +115%
HI
619
Harbour Investments
Wisconsin
$639K +$861 +3 +0.1%
AB
620
Atlas Brown
Kentucky
$635K +$7.17K +25 +1%
EH
621
Equitable Holdings
New York
$634K +$143K +498 +29%
FAM
622
Fulcrum Asset Management
United Kingdom
$630K -$16.6K -58 -3%
MYAM
623
Meiji Yasuda Asset Management
Japan
$629K -$70.6K -246 -10%
EWM
624
Evercore Wealth Management
New York
$620K -$4.59K -16 -0.7%
WCM
625
Winebrenner Capital Management
Kentucky
$616K – – –
23 24
25
26 27