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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
726
Berger Financial Group
Minnesota
$322K -$20.7K -74 -6%
LCWP
727
Legacy Capital Wealth Partners
Arkansas
$321K +$82K +293 +31%
LAIC
728
Lederer & Associates Investment Counsel
California
$320K -$7.55K -27 -2%
DWT
729
Dorsey & Whitney Trust
South Dakota
$318K -$50.4K -180 -13%
CTA
730
Chesley Taft & Associates
Illinois
$314K -$19.3K -69 -5%
NP
731
Nilsine Partners
Colorado
$314K -$8.11K -29 -2%
OIA
732
OneDigital Investment Advisors
Kansas
$313K +$3.64K +13 +1%
API
733
Asset Planning Inc
California
$313K +$3.92K +14 +1%
HNB
734
Huntington National Bank
Ohio
$308K -$40.6K -145 -11%
AWM
735
Atticus Wealth Management
Florida
$306K -$46.7K -167 -12%
MCP
736
Mirador Capital Partners
California
$306K -$31.1K -111 -9%
MMG
737
Monetary Management Group
Missouri
$305K – – –
WIM
738
Warwick Investment Management
Texas
$305K -$24.9K -89 -7%
SLC
739
Second Line Capital
Louisiana
$305K +$8.67K +31 +3%
4A
740
4Wealth Advisors
Illinois
$304K +$22.4K +80 +7%
PP
741
PDS Planning
Ohio
$303K -$45.6K -163 -12%
DS
742
DRW Securities
Illinois
$301K -$957K -3,419 -75%
PPWP
743
Premier Path Wealth Partners
New Jersey
$300K -$1.12K -4 -0.3%
ACM
744
Aster Capital Management
United Arab Emirates
$300K -$406K -1,450 -56%
AG
745
Ascent Group
Virginia
$296K -$100K -358 -24%
QCM
746
QRG Capital Management
Illinois
$296K -$199K -711 -38%
TPCW
747
TD Private Client Wealth
New York
$295K -$24.3K -87 -7%
SCM
748
Sterling Capital Management
North Carolina
$293K -$61.8K -221 -16%
GC
749
Guilbault Capital
Louisiana
$292K +$315K +1,127 New
1CP
750
17 Capital Partners
Arizona
$291K – – –
28 29
30
31 32