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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
726
Brookstone Capital Management
Illinois
$244K +$18.5K +57 +7%
EM
727
Excalibur Management
Massachusetts
$243K – – –
TVWM
728
Tower View Wealth Management
Wisconsin
$242K +$3.58K +11 +1%
AA
729
AlphaCentric Advisors
Puerto Rico
$241K +$268K +823 New
WCM
730
Windham Capital Management
Massachusetts
$240K +$6.18K +19 +2%
PWA
731
Physician Wealth Advisors
Utah
$239K – – –
IAG
732
Investmark Advisory Group
Connecticut
$238K -$23.1K -71 -8%
FLPIM
733
F.L. Putnam Investment Management
Massachusetts
$238K – – –
NP
734
Ninepoint Partners
Ontario, Canada
$236K – – –
WA
735
Wambolt & Associates
Colorado
$232K +$5.2K +16 +2%
P
736
Pitcairn
Pennsylvania
$231K -$3.25K -10 -1%
NP
737
NorthRock Partners
Minnesota
$226K -$66.7K -205 -21%
AIM
738
AMI Investment Management
Indiana
$226K -$65.1K -200 -2%
LIM
739
Lathrop Investment Management
Arkansas
$225K – – –
AFG
740
Arkansas Financial Group
Arkansas
$224K – – –
WA1
741
Wimmer Associates 1
California
$224K +$9.76K +30 +4%
IWA
742
IVC Wealth Advisors
Pennsylvania
$223K – – –
ZCA
743
Zeke Capital Advisors
Pennsylvania
$223K +$1.63K +5 +0.7%
PWMAG
744
Pinnacle Wealth Management Advisory Group
New Jersey
$223K +$248K +761 New
WLIM
745
White Lighthouse Investment Management
Massachusetts
$220K – – –
FAFN
746
First Affirmative Financial Network
Colorado
$218K -$31.2K -96 -11%
ATC
747
Argent Trust Co
Tennessee
$218K – – –
CW
748
CreativeOne Wealth
Kansas
$218K +$22.4K +69 +10%
OC
749
Oarsman Capital
Wisconsin
$216K – – –
RMCM
750
Reynders McVeigh Capital Management
Massachusetts
$212K – – –
28 29
30
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