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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
701
Tower View Wealth Management
Wisconsin
$305K +$334 +1 +0.1%
FLPIM
702
F.L. Putnam Investment Management
Massachusetts
$305K +$1K +3 +0.4%
GGI
703
Godsey & Gibb Inc
Virginia
$305K +$272K +813 New
AWA
704
Arkadios Wealth Advisors
Georgia
$303K +$40.4K +121 +18%
PAM
705
Private Asset Management
California
$303K +$271K +810 New
GWMIA
706
Global Wealth Management Investment Advisory
Florida
$301K +$35.1K +105 +15%
FDCDDQ
707
Federation des caisses Desjardins du Quebec
Quebec, Canada
$300K -$47.8K -143 -15%
WCM
708
Windham Capital Management
Massachusetts
$299K – – –
AWE
709
Avidian Wealth Enterprises
Texas
$298K +$265K +794 New
P
710
Pitcairn
Pennsylvania
$297K -$3.34K -10 -1%
WCWM
711
Willow Creek Wealth Management
California
$296K – – –
LFAS
712
Level Four Advisory Services
Texas
$294K +$262K +784 New
DS
713
DRW Securities
Illinois
$293K -$142K -425 -35%
AG
714
Ascent Group
Virginia
$293K +$277K +828 New
JCM
715
J2 Capital Management
Michigan
$292K +$261K +780 New
PL
716
Pluribus Labs
California
$291K +$260K +777 New
PWA
717
Physician Wealth Advisors
Utah
$289K – – –
AFG
718
Arkansas Financial Group
Arkansas
$287K -$24.4K -73 -9%
LIM
719
Lathrop Investment Management
Arkansas
$287K – – –
NFG
720
Next Financial Group
Texas
$287K +$21.7K +65 +9%
IWA
721
IVC Wealth Advisors
Pennsylvania
$285K – – –
WLIM
722
White Lighthouse Investment Management
Massachusetts
$282K +$668 +2 +0.3%
PP
723
Palladium Partners
Virginia
$281K +$251K +750 New
BCM
724
Brookstone Capital Management
Illinois
$280K -$13.7K -41 -5%
SG
725
StoneX Group
New York
$279K -$16.4K -49 -6%
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