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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
726
Gateway Wealth Partners
Wisconsin
$335K +$354K +1,236 New
LAIC
727
Lederer & Associates Investment Counsel
California
$334K – – –
API
728
Asset Planning Inc
California
$330K +$3.73K +13 +1%
CTA
729
Chesley Taft & Associates
Illinois
$328K – – –
GPWM
730
Grant Private Wealth Management
California
$327K +$347K +1,209 New
TPCW
731
TD Private Client Wealth
New York
$325K +$18.4K +64 +6%
PP
732
PDS Planning
Ohio
$320K +$4.59K +16 +1%
MMG
733
Monetary Management Group
Missouri
$318K – – –
EWM
734
Evercore Wealth Management
New York
$318K -$279K -972 -45%
WHCI
735
W.H. Cornerstone Investments
Massachusetts
$318K -$567K -1,979 -63%
SAM
736
Smartleaf Asset Management
Massachusetts
$317K +$76.3K +266 +29%
JSW
737
Journey Strategic Wealth
New Jersey
$316K +$335K +1,168 New
WAM
738
Wolverine Asset Management
Illinois
$314K -$3.05M -10,630 -90%
1CP
739
17 Capital Partners
Arizona
$312K +$8.6K +30 +3%
ETC
740
Exchange Traded Concepts
Oklahoma
$310K +$166K +578 +102%
SF
741
Sun Financial
Utah
$308K -$19.2K -67 -6%
USCWA
742
U.S. Capital Wealth Advisors
Texas
$308K +$40.1K +140 +14%
CIA
743
Cascade Investment Advisors
Oregon
$305K -$1.01M -3,524 -76%
SLC
744
Second Line Capital
Louisiana
$303K -$49K -171 -15%
BFS
745
Boyer Financial Services
California
$301K – – –
QWP
746
Quotient Wealth Partners
Texas
$300K +$44.2K +154 +16%
WPP
747
Whalerock Point Partners
Rhode Island
$299K – – –
GWM
748
Geneos Wealth Management
Colorado
$299K +$17.8K +62 +6%
C
749
Certuity
Florida
$299K +$18.1K +63 +6%
PM
750
Pembroke Management
Quebec, Canada
$297K +$11.5K +40 +4%
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