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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
701
Mission Wealth Management
California
$311K -$161K -481 -37%
EM
702
Excalibur Management
Massachusetts
$311K – – –
TFA
703
Teamwork Financial Advisors
Texas
$310K -$15K -45 -5%
CWP
704
Curated Wealth Partners
California
$306K +$668 +2 +0.2%
TVWM
705
Tower View Wealth Management
Wisconsin
$305K +$334 +1 +0.1%
FLPIM
706
F.L. Putnam Investment Management
Massachusetts
$305K +$1K +3 +0.4%
GGI
707
Godsey & Gibb Inc
Virginia
$305K +$272K +813 New
AWA
708
Arkadios Wealth Advisors
Georgia
$303K +$40.4K +121 +18%
PAM
709
Private Asset Management
California
$303K +$271K +810 New
GWMIA
710
Global Wealth Management Investment Advisory
Florida
$301K +$35.1K +105 +15%
FDCDDQ
711
Federation des caisses Desjardins du Quebec
Quebec, Canada
$300K -$47.8K -143 -15%
WCM
712
Windham Capital Management
Massachusetts
$299K – – –
AWE
713
Avidian Wealth Enterprises
Texas
$298K +$265K +794 New
P
714
Pitcairn
Pennsylvania
$297K -$3.34K -10 -1%
WCWM
715
Willow Creek Wealth Management
California
$296K – – –
LFAS
716
Level Four Advisory Services
Texas
$294K +$262K +784 New
DS
717
DRW Securities
Illinois
$293K -$142K -425 -35%
AG
718
Ascent Group
Virginia
$293K +$277K +828 New
JCM
719
J2 Capital Management
Michigan
$292K +$261K +780 New
PL
720
Pluribus Labs
California
$291K +$260K +777 New
PWA
721
Physician Wealth Advisors
Utah
$289K – – –
AFG
722
Arkansas Financial Group
Arkansas
$287K -$24.4K -73 -9%
LIM
723
Lathrop Investment Management
Arkansas
$287K – – –
NFG
724
Next Financial Group
Texas
$287K +$21.7K +65 +9%
IWA
725
IVC Wealth Advisors
Pennsylvania
$285K – – –
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