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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
751
Sterling Capital Management
North Carolina
$318K +$68.2K +223 +29%
S
752
SimplyRich
California
$317K – – –
CC
753
Commons Capital
Massachusetts
$315K +$1.84K +6 +0.6%
ADMI
754
Albert D. Mason Inc
Massachusetts
$314K +$2.75K +9 +0.9%
TFA
755
Transamerica Financial Advisors
Florida
$313K +$1.53K +5 +0.5%
SFG
756
Sovereign Financial Group
Connecticut
$312K -$5.2K -17 -2%
MCP
757
Mirador Capital Partners
California
$311K +$306 +1 +0.1%
IA
758
IFG Advisory
Georgia
$310K +$298K +974 New
PS
759
Planned Solutions
California
$309K +$4.28K +14 +1%
QCM
760
QRG Capital Management
Illinois
$309K +$32.1K +105 +12%
DG
761
DMC Group
Alabama
$307K -$306 -1 -0.1%
KIA
762
Knollwood Investment Advisory
Maryland
$302K – – –
CAC
763
Certified Advisory Corp
Florida
$302K +$3.98K +13 +1%
CA
764
Clearstead Advisors
Ohio
$302K +$210K +687 +262%
HHCP
765
Hilton Head Capital Partners
South Carolina
$302K +$306 +1 +0.1%
OWA
766
Outlook Wealth Advisors
Texas
$301K -$1.53K -5 -0.5%
WAM
767
Weiss Asset Management
Massachusetts
$301K +$289K +946 New
GHI
768
Gross & Hartman Investments
Pennsylvania
$301K – – –
SHFC
769
Safe Harbor Family Capital
North Carolina
$301K – – –
BO
770
Bank OZK
Arkansas
$301K -$112K -365 -28%
RW
771
Rockport Wealth
Ohio
$300K – – –
AG
772
Ascent Group
Virginia
$300K +$288K +942 New
SAM
773
Smithbridge Asset Management
Pennsylvania
$296K -$48.3K -158 -15%
TFIPS
774
Towarzystwo Funduszy Inwestycyjnych PZU SA
$296K +$3.06K +10 +1%
IAG
775
Investment Advisory Group
Massachusetts
$296K – – –
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