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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
726
West Oak Capital
California
$423K +$68.2K +210 +22%
CIS
727
Connors Investor Services
Pennsylvania
$418K – – –
LIM
728
Longfellow Investment Management
Massachusetts
$415K +$1.95K +6 +0.5%
1CP
729
17 Capital Partners
Arizona
$412K +$367K +1,132 New
HAG
730
HighPoint Advisor Group
Illinois
$409K -$114K -352 -22%
SLC
731
Second Line Capital
Louisiana
$409K – – –
TNA
732
True North Advisors
Texas
$408K -$50.6K -156 -12%
BIG
733
Brooklyn Investment Group
New York
$405K +$19.8K +61 +6%
CP
734
Creekside Partners
California
$405K – – –
FFG
735
Fiduciary Financial Group
California
$405K +$19.5K +60 +5%
FIM
736
Freedom Investment Management
Connecticut
$403K -$134K -413 -27%
WPP
737
Whalerock Point Partners
Rhode Island
$402K – – –
SFG
738
Sovereign Financial Group
Connecticut
$397K +$6.49K +20 +2%
WCG
739
Weaver Consulting Group
California
$397K – – –
RWP
740
Ridgecrest Wealth Partners
California
$395K – – –
SAW
741
Signal Advisors Wealth
Michigan
$395K +$352K +1,085 New
CAC
742
Certified Advisory Corp
Florida
$394K – – –
MPM
743
MBB Public Markets
Illinois
$393K -$3.37M -10,380 -91%
MWM
744
Mission Wealth Management
California
$390K -$1.62K -5 -0.5%
ACP
745
Aveo Capital Partners
Colorado
$389K -$16.2K -50 -4%
QCG
746
Quadrant Capital Group
Ohio
$389K +$7.14K +22 +2%
MMG
747
Monetary Management Group
Missouri
$382K – – –
ADMI
748
Albert D. Mason Inc
Massachusetts
$382K +$325 +1 +0.1%
GSC
749
G&S Capital
Colorado
$382K -$2.92K -9 -0.9%
KWM
750
Kingsview Wealth Management
Oregon
$381K +$340K +1,046 New
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