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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
701
Naples Global Advisors
Florida
$262K – – –
BFA
702
Bill Few Associates
Pennsylvania
$262K +$1.46K +5 +0.5%
RIA
703
Richwood Investment Advisors
Ohio
$261K – – –
AHC
704
Adell Harriman & Carpenter
Texas
$260K -$14.6K -50 -5%
WA
705
Wambolt & Associates
Colorado
$258K +$38.2K +131 +17%
DMBA
706
Deseret Mutual Benefit Administrators
Utah
$257K -$227K -778 -46%
WFI
707
West Family Investments
California
$255K -$458K -1,571 -63%
IWM
708
IHT Wealth Management
Illinois
$252K -$9.62K -33 -4%
LGWM
709
Litman Gregory Wealth Management
California
$252K +$1.17K +4 +0.4%
PA
710
Pinnacle Associates
New York
$252K -$41.1K -141 -14%
SW
711
SVB Wealth
Massachusetts
$251K -$97.7K -335 -27%
CA
712
Cornerstone Advisory
Maryland
$247K -$146K -500 -36%
GIA
713
Gladstone Institutional Advisory
Florida
$247K +$257K +880 New
LFAS
714
Level Four Advisory Services
Texas
$245K +$6.12K +21 +2%
AWM
715
Apollon Wealth Management
South Carolina
$244K -$32.1K -110 -11%
CAG
716
Curtis Advisory Group
California
$244K -$5.83K -20 -2%
HFM
717
Hartford Funds Management
Pennsylvania
$243K +$253K +867 New
DI
718
DFPG Investments
Utah
$243K +$36.5K +125 +18%
IAG
719
Investmark Advisory Group
Connecticut
$243K +$14.9K +51 +6%
DTL
720
Dynamic Technology Lab
Singapore
$242K -$368K -1,261 -59%
MWM
721
Mission Wealth Management
California
$240K -$42.3K -145 -14%
PWA
722
Physician Wealth Advisors
Utah
$239K – – –
CAC
723
Certified Advisory Corp
Florida
$238K +$292 +1 +0.1%
PCOC
724
Power Corp of Canada
Canada
$237K – – –
SAM
725
Secure Asset Management
Michigan
$237K -$71.2K -244 -22%
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