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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
626
Pathstone Family Office
New Jersey
$275K +$257K +916 New
TSS
627
Two Sigma Securities
New York
$272K +$254K +905 New
HIMC
628
Heritage Investors Management Corp
Maryland
$271K – – –
AIM
629
Anchor Investment Management
South Carolina
$271K -$28K -100 -10%
TFA
630
Teamwork Financial Advisors
Texas
$270K -$5.61K -20 -2%
SSG
631
Summit Securities Group
New York
$269K +$251K +896 New
FCH
632
Freestone Capital Holdings
Washington
$267K +$249K +888 New
6M
633
6 Meridian
Kansas
$265K -$8.7K -31 -3%
MOS
634
MGO One Seven
Ohio
$261K +$244K +869 New
SGAM
635
Smith Group Asset Management
Texas
$259K – – –
EFS
636
Essex Financial Services
Connecticut
$258K +$241K +859 New
FIM
637
Freedom Investment Management
Connecticut
$255K -$22.7K -81 -9%
CAC
638
Certified Advisory Corp
Florida
$254K – – –
EM
639
Excalibur Management
Massachusetts
$250K -$2.81K -10 -1%
MG
640
Mather Group
Illinois
$248K +$232K +826 New
P
641
Pitcairn
Pennsylvania
$247K +$561 +2 +0.2%
CWP
642
Curated Wealth Partners
California
$245K +$228K +814 New
GGI
643
Godsey & Gibb Inc
Virginia
$244K – – –
APA
644
American Portfolios Advisors
New York
$241K +$182K +650 +430%
WCM
645
Windham Capital Management
Massachusetts
$240K +$224K +799 New
SG
646
StoneX Group
New York
$238K -$41.8K -149 -16%
BCM
647
Brookstone Capital Management
Illinois
$237K +$214K +763 New
WCWM
648
Willow Creek Wealth Management
California
$237K +$221K +789 New
AWM
649
Apollon Wealth Management
South Carolina
$235K -$152K -541 -41%
PCP
650
Proficio Capital Partners
Massachusetts
$235K +$219K +782 New
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