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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
GLF
651
Groupe la Francaise
France
$516K +$578K +1,741 New
SBF
652
Sara-Bay Financial
Florida
$512K – – –
SFM
653
Signet Financial Management
New Jersey
$511K +$6.64K +20 +1%
WC
654
Winmill & Co
New Hampshire
$509K – – –
GWS
655
Greykasell Wealth Strategies
California
$508K +$563K +1,697 New
LWM
656
Liberty Wealth Management
California
$506K +$5.97K +18 +1%
AWM
657
Axxcess Wealth Management
California
$504K -$8.3K -25 -1%
CWM
658
Chesapeake Wealth Management
Virginia
$503K +$47.1K +142 +9%
AA
659
Advisory Alpha
Michigan
$503K +$59.7K +180 +12%
PMA
660
Prudent Man Advisors
Illinois
$502K -$100K -302 -15%
CIC
661
Carnegie Investment Counsel
Ohio
$496K -$3.32K -10 -0.6%
WB
662
WesBanco Bank
West Virginia
$493K -$10.6K -32 -2%
SF
663
Summit Financial
New Jersey
$493K -$21.6K -65 -4%
FPAS
664
Focus Partners Advisor Solutions
Missouri
$487K -$166K -500 -23%
CI
665
Cigna Investments
Connecticut
$480K -$11.9K -36 -2%
EH
666
Equitable Holdings
New York
$476K +$53.4K +161 +11%
WPC
667
White Pine Capital
Minnesota
$476K +$2.32K +7 +0.4%
GFP
668
Gryphon Financial Partners
Ohio
$473K +$332 +1 +0.1%
BFG
669
Berger Financial Group
Minnesota
$472K -$21.9K -66 -4%
BJL
670
Brighton Jones LLC
Washington
$471K -$108K -326 -17%
SIA
671
Schechter Investment Advisors
Michigan
$471K -$40.5K -122 -7%
IWA
672
IVC Wealth Advisors
Pennsylvania
$467K +$32.5K +98 +7%
USCWA
673
U.S. Capital Wealth Advisors
Texas
$465K -$5.75M -17,335 -92%
BFC
674
Blue Fin Capital
Rhode Island
$461K -$17.6K -53 -3%
AIP
675
Ameritas Investment Partners
Nebraska
$460K -$19.6K -59 -4%
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