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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
726
Monetary Management Group
Missouri
$374K – – –
EWM
727
Evercore Wealth Management
New York
$374K – – –
ASC
728
Atalanta Sosnoff Capital
New York
$370K -$32.1K -105 -8%
1CP
729
17 Capital Partners
Arizona
$369K +$1.84K +6 +0.5%
BFS
730
Boyer Financial Services
California
$366K – – –
OIA
731
OneDigital Investment Advisors
Kansas
$363K -$43.1K -141 -11%
PWP
732
Phillips Wealth Planners
Mississippi
$363K +$306 +1 +0.1%
IAS
733
Insigneo Advisory Services
Florida
$360K +$111K +362 +47%
AA
734
Advisory Alpha
Michigan
$358K -$67.6K -221 -16%
WPP
735
Whalerock Point Partners
Rhode Island
$352K – – –
MG
736
Marex Group
$351K -$66.4K -217 -16%
VCM
737
Versant Capital Management
Arizona
$349K +$6.42K +21 +2%
WCG
738
Weaver Consulting Group
California
$348K -$306 -1 -0.1%
PM
739
Pembroke Management
Quebec, Canada
$348K -$1.22K -4 -0.4%
KA
740
Kovack Advisors
Florida
$341K -$143K -468 -31%
PAM
741
Panagora Asset Management
Massachusetts
$340K – – –
AWA
742
Arkadios Wealth Advisors
Georgia
$339K -$100K -328 -24%
SBF
743
Sara-Bay Financial
Florida
$338K – – –
HCM
744
Howard Capital Management
Georgia
$337K +$324K +1,059 New
PB
745
Pinnacle Bancorp
Nebraska
$335K -$3.06K -10 -0.9%
BDFN
746
Bond & Devick Financial Network
Minnesota
$335K +$1.53K +5 +0.5%
YWM
747
Yoder Wealth Management
California
$334K -$1.53K -5 -0.5%
BFA
748
Bill Few Associates
Pennsylvania
$331K +$306 +1 +0.1%
SEIA
749
Signature Estate & Investment Advisors
California
$328K +$89K +291 +39%
GCM
750
GKV Capital Management
California
$328K +$24.5K +80 +8%
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