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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
626
Summit Securities Group
New York
$269K +$251K +896 New
FCH
627
Freestone Capital Holdings
Washington
$267K +$249K +888 New
6M
628
6 Meridian
Kansas
$265K -$8.7K -31 -3%
MOS
629
MGO One Seven
Ohio
$261K +$244K +869 New
SGAM
630
Smith Group Asset Management
Texas
$259K – – –
EFS
631
Essex Financial Services
Connecticut
$258K +$241K +859 New
FIM
632
Freedom Investment Management
Connecticut
$255K -$22.7K -81 -9%
CAC
633
Certified Advisory Corp
Florida
$254K – – –
EM
634
Excalibur Management
Massachusetts
$250K -$2.81K -10 -1%
MG
635
Mather Group
Illinois
$248K +$232K +826 New
P
636
Pitcairn
Pennsylvania
$247K +$561 +2 +0.2%
CWP
637
Curated Wealth Partners
California
$245K +$228K +814 New
GGI
638
Godsey & Gibb Inc
Virginia
$244K – – –
APA
639
American Portfolios Advisors
New York
$241K +$182K +650 +430%
WCM
640
Windham Capital Management
Massachusetts
$240K +$224K +799 New
SG
641
StoneX Group
New York
$238K -$41.8K -149 -16%
BCM
642
Brookstone Capital Management
Illinois
$237K +$214K +763 New
WCWM
643
Willow Creek Wealth Management
California
$237K +$221K +789 New
AWM
644
Apollon Wealth Management
South Carolina
$235K -$152K -541 -41%
PCP
645
Proficio Capital Partners
Massachusetts
$235K +$219K +782 New
LIM
646
Lathrop Investment Management
Arkansas
$231K +$215K +767 New
EH
647
Equitable Holdings
New York
$231K +$215K +768 New
IWA
648
IVC Wealth Advisors
Pennsylvania
$229K +$213K +760 New
JIC
649
Johnson Investment Counsel
Ohio
$226K +$210K +750 New
WLIM
650
White Lighthouse Investment Management
Massachusetts
$226K +$210K +750 New
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