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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
751
Catalyst Funds Management
Australia
$323K +$310K +1,014 New
SACTSONJ
752
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$322K -$17.1K -56 -5%
UCB
753
United Community Bank
South Carolina
$322K – – –
NW
754
NewEdge Wealth
Pennsylvania
$320K +$53.8K +176 +21%
SCM
755
Sterling Capital Management
North Carolina
$318K +$68.2K +223 +29%
S
756
SimplyRich
California
$317K – – –
CC
757
Commons Capital
Massachusetts
$315K +$1.84K +6 +0.6%
ADMI
758
Albert D. Mason Inc
Massachusetts
$314K +$2.75K +9 +0.9%
TFA
759
Transamerica Financial Advisors
Florida
$313K +$1.53K +5 +0.5%
SFG
760
Sovereign Financial Group
Connecticut
$312K -$5.2K -17 -2%
MCP
761
Mirador Capital Partners
California
$311K +$306 +1 +0.1%
IA
762
IFG Advisory
Georgia
$310K +$298K +974 New
PS
763
Planned Solutions
California
$309K +$4.28K +14 +1%
QCM
764
QRG Capital Management
Illinois
$309K +$32.1K +105 +12%
DG
765
DMC Group
Alabama
$307K -$306 -1 -0.1%
KIA
766
Knollwood Investment Advisory
Maryland
$302K – – –
CAC
767
Certified Advisory Corp
Florida
$302K +$3.98K +13 +1%
CA
768
Clearstead Advisors
Ohio
$302K +$210K +687 +262%
HHCP
769
Hilton Head Capital Partners
South Carolina
$302K +$306 +1 +0.1%
OWA
770
Outlook Wealth Advisors
Texas
$301K -$1.53K -5 -0.5%
WAM
771
Weiss Asset Management
Massachusetts
$301K +$289K +946 New
GHI
772
Gross & Hartman Investments
Pennsylvania
$301K – – –
SHFC
773
Safe Harbor Family Capital
North Carolina
$301K – – –
BO
774
Bank OZK
Arkansas
$301K -$112K -365 -28%
RW
775
Rockport Wealth
Ohio
$300K – – –
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