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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
726
First Foundation Advisors
California
$338K -$6.31K -22 -2%
GWP
727
Gateway Wealth Partners
Wisconsin
$335K +$354K +1,236 New
LAIC
728
Lederer & Associates Investment Counsel
California
$334K – – –
API
729
Asset Planning Inc
California
$330K +$3.73K +13 +1%
CTA
730
Chesley Taft & Associates
Illinois
$328K – – –
GPWM
731
Grant Private Wealth Management
California
$327K +$347K +1,209 New
TPCW
732
TD Private Client Wealth
New York
$325K +$18.4K +64 +6%
PP
733
PDS Planning
Ohio
$320K +$4.59K +16 +1%
MMG
734
Monetary Management Group
Missouri
$318K – – –
EWM
735
Evercore Wealth Management
New York
$318K -$279K -972 -45%
WHCI
736
W.H. Cornerstone Investments
Massachusetts
$318K -$567K -1,979 -63%
SAM
737
Smartleaf Asset Management
Massachusetts
$317K +$76.3K +266 +29%
JSW
738
Journey Strategic Wealth
New Jersey
$316K +$335K +1,168 New
WAM
739
Wolverine Asset Management
Illinois
$314K -$3.05M -10,630 -90%
1CP
740
17 Capital Partners
Arizona
$312K +$8.6K +30 +3%
ETC
741
Exchange Traded Concepts
Oklahoma
$310K +$166K +578 +102%
SF
742
Sun Financial
Utah
$308K -$19.2K -67 -6%
USCWA
743
U.S. Capital Wealth Advisors
Texas
$308K +$40.1K +140 +14%
CIA
744
Cascade Investment Advisors
Oregon
$305K -$1.01M -3,524 -76%
SLC
745
Second Line Capital
Louisiana
$303K -$49K -171 -15%
BFS
746
Boyer Financial Services
California
$301K – – –
QWP
747
Quotient Wealth Partners
Texas
$300K +$44.2K +154 +16%
WPP
748
Whalerock Point Partners
Rhode Island
$299K – – –
GWM
749
Geneos Wealth Management
Colorado
$299K +$17.8K +62 +6%
C
750
Certuity
Florida
$299K +$18.1K +63 +6%
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30
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