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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
676
Legacy Wealth Asset Management
Minnesota
$319K +$6.45K +23 +2%
MGIM
677
M&G Investment Management
United Kingdom
$319K – – –
JPWM
678
Jamison Private Wealth Management
Georgia
$318K +$339K +1,208 New
BIM
679
Bridgecreek Investment Management
Oklahoma
$316K – – –
AWM
680
Apollon Wealth Management
South Carolina
$316K -$26.1K -93 -7%
M
681
MOTCO
Texas
$311K – – –
ATC
682
Argent Trust Co
Tennessee
$310K +$135K +480 +69%
SFA
683
Sequoia Financial Advisors
Ohio
$310K -$43.7K -156 -12%
SWA
684
Stratos Wealth Advisors
Ohio
$307K -$39.8K -142 -11%
EH
685
Equitable Holdings
New York
$307K +$326K +1,164 New
QCG
686
Quadrant Capital Group
Ohio
$305K -$27.5K -98 -8%
EP
687
Edgestream Partners
New Jersey
$305K -$1.96K -7 -0.6%
SF
688
Summit Financial
New Jersey
$305K +$324K +1,157 New
ADMI
689
Albert D. Mason Inc
Massachusetts
$304K +$11.5K +41 +4%
NP
690
Nilsine Partners
Colorado
$304K -$26.9K -96 -8%
OIA
691
OneDigital Investment Advisors
Kansas
$304K +$6.45K +23 +2%
SIA
692
Schechter Investment Advisors
Michigan
$303K -$241K -859 -43%
CIS
693
Connors Investor Services
Pennsylvania
$303K – – –
ACP
694
Aveo Capital Partners
Colorado
$301K -$29.7K -106 -8%
DG
695
DMC Group
Alabama
$298K – – –
SCA
696
Snowden Capital Advisors
New York
$295K -$140K -499 -31%
LIM
697
Longfellow Investment Management
Massachusetts
$295K – – –
TCOV
698
Trust Company of Vermont
Vermont
$293K +$2.8K +10 +0.9%
WPP
699
Whalerock Point Partners
Rhode Island
$291K – – –
AF
700
Advisornet Financial
Minnesota
$291K -$1.96K -7 -0.6%
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