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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
626
Hanson & Doremus Investment Management
Vermont
$76K – – –
MHR
627
Matthew Hamilton Rosenberg
$75K -$6.54K -32 -9%
PFWA
628
Paces Ferry Wealth Advisors
Georgia
$73K +$67.2K +329 New
TF
629
TimeScale Financial
Massachusetts
$71K +$613 +3 +1%
BFC
630
Bedel Financial Consulting
Indiana
$69K – – –
GAM
631
Gemmer Asset Management
California
$69K +$6.74K +33 +12%
CCM
632
Chiron Capital Management
Florida
$68K +$62.1K +304 New
KTC
633
Kistler-Tiffany Companies
Pennsylvania
$67K – – –
AWA
634
Arkadios Wealth Advisors
Georgia
$63K +$817 +4 +2%
SIM
635
Sonora Investment Management
Arizona
$60K +$13.7K +67 +33%
NG
636
NWK Group
California
$59K – – –
SFSIG
637
San Francisco Sentry Investment Group
California
$58K -$17.4K -85 -25%
RFA
638
Reilly Financial Advisors
California
$52K – – –
TFS
639
TrustCore Financial Services
Tennessee
$52K – – –
LWM
640
Liberty Wealth Management
California
$52K +$409 +2 +0.9%
PWMG
641
Prestige Wealth Management Group
New Jersey
$51K +$14.3K +70 +44%
FWM
642
Filbrandt Wealth Management
Wisconsin
$49K – – –
FHA
643
First Horizon Advisors
Tennessee
$48K -$3.06K -15 -7%
DAM
644
Delta Asset Management
Tennessee
$48K – – –
APC
645
Aspire Private Capital
North Carolina
$48K +$44.1K +216 New
CI
646
CX Institutional
Indiana
$42K +$20K +98 +108%
GCM
647
Gables Capital Management
Florida
$39K – – –
CWC
648
Carolinas Wealth Consulting
North Carolina
$36K +$32.7K +160 New
SIC
649
Salem Investment Counselors
North Carolina
$35K – – –
BBA
650
Braun-Bostich & Associates
Pennsylvania
$33K -$18.8K -92 -38%
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