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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
726
Jamison Private Wealth Management
Georgia
$338K -$26.3K -99 -8%
WPP
727
Whalerock Point Partners
Rhode Island
$337K – – –
AT
728
American Trust
Kentucky
$336K +$292K +1,100 New
VSQM
729
V-Square Quantitative Management
Illinois
$335K – – –
MOS
730
MGO One Seven
Ohio
$334K -$33.7K -127 -10%
MG
731
Mather Group
Illinois
$333K -$357K -1,344 -55%
WCG
732
Weaver Consulting Group
California
$333K – – –
RWP
733
Ridgecrest Wealth Partners
California
$331K – – –
SCTC
734
Sanibel Captiva Trust Company
Florida
$331K +$288K +1,086 New
SF
735
Summit Financial
New Jersey
$331K -$19.1K -72 -6%
CAC
736
Certified Advisory Corp
Florida
$330K +$2.39K +9 +0.8%
SG
737
Sharper & Granite
California
$329K -$1.33K -5 -0.5%
PCFFS
738
Pacific Center for Financial Services
California
$326K +$29.7K +112 +12%
EWM
739
Empirical Wealth Management
Washington
$325K -$7.96K -30 -3%
DWT
740
Dorsey & Whitney Trust
South Dakota
$322K +$280K +1,056 New
BIG
741
Brooklyn Investment Group
New York
$321K +$279K +1,053 New
MMG
742
Monetary Management Group
Missouri
$320K – – –
SXL
743
Summit X LLC
Missouri
$320K +$265 +1 +0.1%
BTWM
744
Baker Tilly Wealth Management
Wisconsin
$320K -$9.29K -35 -3%
SFI
745
SPC Financial Inc
Maryland
$319K -$92.9K -350 -25%
EFS
746
Essex Financial Services
Connecticut
$319K -$2.92K -11 -1%
BFA
747
Bill Few Associates
Pennsylvania
$315K – – –
TCBWMS
748
Texas Capital Bank Wealth Management Services
Texas
$310K -$277K -1,045 -51%
TA
749
TKG Advisors
Indiana
$310K -$263K -991 -49%
LFAS
750
Level Four Advisory Services
Texas
$310K +$6.37K +24 +2%
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30
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