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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
701
Cantor Fitzgerald
New York
$320K +$5.83K +20 +2%
WCG
702
Weaver Consulting Group
California
$319K – – –
RWP
703
Ridgecrest Wealth Partners
California
$317K – – –
DA
704
Doliver Advisors
Texas
$316K +$9.32K +32 +3%
IA
705
IFP Advisors
Florida
$315K +$187K +641 +146%
EF
706
Empowered Funds
Pennsylvania
$315K +$119K +409 +61%
EST
707
EA Series Trust
Pennsylvania
$315K +$314K +1,078 New
AAS
708
Ameritas Advisory Services
Nebraska
$313K -$82.8K -284 -21%
CAC
709
Certified Advisory Corp
Florida
$312K +$64.4K +221 +26%
EWM
710
Empirical Wealth Management
Washington
$308K -$61.8K -212 -17%
PCFFS
711
Pacific Center for Financial Services
California
$307K – – –
MMG
712
Monetary Management Group
Missouri
$306K – – –
TCBWMS
713
Texas Capital Bank Wealth Management Services
Texas
$306K +$305K +1,048 New
EFS
714
Essex Financial Services
Connecticut
$306K -$26.2K -90 -8%
WOC
715
West Oak Capital
California
$306K – – –
PWM
716
Peterson Wealth Management
Nevada
$305K +$304K +1,044 New
SXL
717
Summit X LLC
Missouri
$303K – – –
SIM
718
Sentry Investment Management
Wisconsin
$303K – – –
LWCFA
719
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$303K – – –
CI
720
CX Institutional
Indiana
$302K +$302K +1,036 New
BFA
721
Bill Few Associates
Pennsylvania
$302K +$29.1K +100 +11%
DWT
722
Dorsey & Whitney Trust
South Dakota
$302K +$301K +1,034 New
IPW
723
Impact Partnership Wealth
Georgia
$299K +$298K +1,023 New
PA
724
Pinnacle Associates
New York
$296K +$25.9K +89 +10%
ST
725
Spinnaker Trust
Maine
$294K – – –
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