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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
626
WhitTier Trust Company
Nevada
$77K – – –
HDIM
627
Hanson & Doremus Investment Management
Vermont
$76K – – –
MHR
628
Matthew Hamilton Rosenberg
$75K -$6.54K -32 -9%
PFWA
629
Paces Ferry Wealth Advisors
Georgia
$73K +$67.2K +329 New
TF
630
TimeScale Financial
Massachusetts
$71K +$613 +3 +1%
BFC
631
Bedel Financial Consulting
Indiana
$69K – – –
GAM
632
Gemmer Asset Management
California
$69K +$6.74K +33 +12%
CCM
633
Chiron Capital Management
Florida
$68K +$62.1K +304 New
KTC
634
Kistler-Tiffany Companies
Pennsylvania
$67K – – –
AWA
635
Arkadios Wealth Advisors
Georgia
$63K +$817 +4 +2%
SIM
636
Sonora Investment Management
Arizona
$60K +$13.7K +67 +33%
NG
637
NWK Group
California
$59K – – –
SFSIG
638
San Francisco Sentry Investment Group
California
$58K -$17.4K -85 -25%
RFA
639
Reilly Financial Advisors
California
$52K – – –
TFS
640
TrustCore Financial Services
Tennessee
$52K – – –
LWM
641
Liberty Wealth Management
California
$52K +$409 +2 +0.9%
PWMG
642
Prestige Wealth Management Group
New Jersey
$51K +$14.3K +70 +44%
FWM
643
Filbrandt Wealth Management
Wisconsin
$49K – – –
FHA
644
First Horizon Advisors
Tennessee
$48K -$3.06K -15 -7%
DAM
645
Delta Asset Management
Tennessee
$48K – – –
APC
646
Aspire Private Capital
North Carolina
$48K +$44.1K +216 New
CI
647
CX Institutional
Indiana
$42K +$20K +98 +108%
GCM
648
Gables Capital Management
Florida
$39K – – –
CWC
649
Carolinas Wealth Consulting
North Carolina
$36K +$32.7K +160 New
SIC
650
Salem Investment Counselors
North Carolina
$35K – – –
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