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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
676
Farmers & Merchants Investments Inc
Nebraska
$15K +$2.09K +10 +17%
HWA
677
Heritage Wealth Advisors
Virginia
$14.4K +$13.8K +66 New
BFEC
678
Benjamin F. Edwards & Company
Missouri
$14K – – –
PB
679
Pinnacle Bancorp
Nebraska
$13K – – –
HGWM
680
Harvest Group Wealth Management
Massachusetts
$13K +$12.1K +58 New
SCM
681
Shelton Capital Management
Colorado
$12.5K +$355K +1,695 +164%
TWA
682
TCI Wealth Advisors
Arizona
$12K -$628 -3 -5%
LWM
683
Lenox Wealth Management
Ohio
$11K -$63.6K -304 -86%
WAS
684
WESPAC Advisors SoCal
California
$10K – – –
WPA
685
West Paces Advisors
Georgia
$9.58K – – –
CIA
686
CSat Investment Advisory
Michigan
$9K +$419 +2 +5%
IWP
687
Icon Wealth Partners
Texas
$9K +$8.37K +40 New
ADL
688
Asset Dedication LLC
California
$8K – – –
CFN
689
Cordasco Financial Network
Florida
$8K – – –
EFSCE
690
Enterprise Financial Services Corp (EFSC)
Missouri
$8K – – –
TFO
691
Tarbox Family Office
California
$8K – – –
BWM
692
Baystate Wealth Management
Massachusetts
$8K +$5.23K +25 +250%
OFW
693
Omnia Family Wealth
Florida
$8K +$7.33K +35 New
CI
694
CX Institutional
Indiana
$8K +$8.16K +39 New
PWMG
695
Prestige Wealth Management Group
New Jersey
$7K -$20.3K -97 Closed
ST
696
Smithfield Trust
Pennsylvania
$7K – – –
GSWM
697
Golden State Wealth Management
California
$7K +$6.49K +31 New
RCAG
698
Rehmann Capital Advisory Group
Michigan
$6.11K +$1.67K +8 +40%
FHA
699
Flagship Harbor Advisors
Massachusetts
$6K – – –
JFA
700
JNBA Financial Advisors
Minnesota
$6K – – –
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