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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
626
Signet Financial Management
New Jersey
$542K -$7.72K -28 -1%
ETC
627
Exchange Traded Concepts
Oklahoma
$537K -$11K -40 -2%
BB
628
Burford Brothers
Texas
$534K +$62.3K +226 +14%
WP
629
WealthPLAN Partners
Nebraska
$532K -$1.38K -5 -0.3%
BWM
630
Biltmore Wealth Management
Arizona
$531K -$33.4K -121 -6%
TC
631
Trust Company
Kansas
$527K +$193K +700 +62%
VAS
632
Vestmark Advisory Solutions
Massachusetts
$521K -$16.8K -61 -3%
LTI
633
Laffer Tengler Investments
Tennessee
$519K -$1.37M -4,959 -73%
WT
634
Whittier Trust
California
$515K -$57.1K -207 -10%
SBF
635
Sara-Bay Financial
Florida
$509K +$3.86K +14 +0.8%
TSS
636
Two Sigma Securities
New York
$505K +$484K +1,755 New
HPG
637
Harvest Portfolios Group
Ontario, Canada
$504K +$45.5K +165 +10%
FMWA
638
Forvis Mazars Wealth Advisors
Missouri
$501K +$481K +1,743 New
GT
639
Greenleaf Trust
Michigan
$497K -$552 -2 -0.1%
SAM
640
Summit Asset Management
Tennessee
$495K – – –
JCM
641
Jacobi Capital Management
Pennsylvania
$494K -$6.62K -24 -1%
PA
642
PFG Advisors
Arizona
$493K +$48.8K +177 +12%
HAG
643
HighPoint Advisor Group
Illinois
$492K +$56K +203 +14%
GWMIA
644
Global Wealth Management Investment Advisory
Florida
$492K +$27.3K +99 +6%
CCM
645
Coldstream Capital Management
Washington
$490K +$33.4K +121 +8%
WC
646
Winmill & Co
New Hampshire
$489K – – –
CAS
647
CTC Alternative Strategies
Illinois
$489K +$469K +1,700 New
PPW
648
Pasadena Private Wealth
California
$488K -$29.5K -107 -6%
WB
649
WesBanco Bank
West Virginia
$485K +$465K +1,687 New
PCIA
650
Prime Capital Investment Advisors
Kansas
$484K +$7.72K +28 +2%
24 25
26
27 28