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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
726
Boyer Financial Services
California
$366K – – –
OIA
727
OneDigital Investment Advisors
Kansas
$363K -$43.1K -141 -11%
PWP
728
Phillips Wealth Planners
Mississippi
$363K +$306 +1 +0.1%
IAS
729
Insigneo Advisory Services
Florida
$360K +$111K +362 +47%
AA
730
Advisory Alpha
Michigan
$358K -$67.6K -221 -16%
WPP
731
Whalerock Point Partners
Rhode Island
$352K – – –
MG
732
Marex Group
$351K -$66.4K -217 -16%
VCM
733
Versant Capital Management
Arizona
$349K +$6.42K +21 +2%
WCG
734
Weaver Consulting Group
California
$348K -$306 -1 -0.1%
PM
735
Pembroke Management
Quebec, Canada
$348K -$1.22K -4 -0.4%
KA
736
Kovack Advisors
Florida
$341K -$143K -468 -31%
PAM
737
Panagora Asset Management
Massachusetts
$340K – – –
AWA
738
Arkadios Wealth Advisors
Georgia
$339K -$100K -328 -24%
SBF
739
Sara-Bay Financial
Florida
$338K – – –
HCM
740
Howard Capital Management
Georgia
$337K +$324K +1,059 New
PB
741
Pinnacle Bancorp
Nebraska
$335K -$3.06K -10 -0.9%
BDFN
742
Bond & Devick Financial Network
Minnesota
$335K +$1.53K +5 +0.5%
YWM
743
Yoder Wealth Management
California
$334K -$1.53K -5 -0.5%
BFA
744
Bill Few Associates
Pennsylvania
$331K +$306 +1 +0.1%
SEIA
745
Signature Estate & Investment Advisors
California
$328K +$89K +291 +39%
GCM
746
GKV Capital Management
California
$328K +$24.5K +80 +8%
CFM
747
Catalyst Funds Management
Australia
$323K +$310K +1,014 New
SACTSONJ
748
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$322K -$17.1K -56 -5%
UCB
749
United Community Bank
South Carolina
$322K – – –
NW
750
NewEdge Wealth
Pennsylvania
$320K +$53.8K +176 +21%
28 29
30
31 32