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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
751
Pinnacle Wealth Planning Services
Ohio
$216K +$210K +714 New
SIA
752
Sit Investment Associates
Minnesota
$215K – – –
DT
753
Diversified Trust
Tennessee
$212K -$79.4K -270 -28%
AFP
754
Ausdal Financial Partners
Iowa
$212K +$206K +700 New
FWM
755
Forza Wealth Management
Florida
$211K +$205K +698 New
KCM
756
Kathmere Capital Management
Pennsylvania
$211K -$23.8K -81 -10%
FIA
757
Foundations Investment Advisors
Arizona
$209K +$203K +692 New
IFWM
758
Institute for Wealth Management
Colorado
$209K +$203K +691 New
SAM
759
Secure Asset Management
Michigan
$207K -$46.8K -159 -19%
RIA
760
Realta Investment Advisors
Delaware
$205K +$200K +680 New
PCS
761
Personal CFO Solutions
New Jersey
$205K +$199K +678 New
TPCW
762
TD Private Client Wealth
New York
$202K +$48.5K +165 +33%
EF
763
Empowered Funds
Pennsylvania
$202K +$197K +669 New
BAM
764
Belpointe Asset Management
Nevada
$201K +$24.4K +83 +14%
PFO
765
Pathstone Family Office
New Jersey
$201K +$194K +660 New
CPIG
766
Chicago Partners Investment Group
Illinois
$201K +$2.94K +10 +1%
CT
767
Clearstead Trust
Maine
$194K -$2.06K -7 -1%
C
768
Covestor
United Kingdom
$193K +$69.4K +236 +59%
CFFP
769
Center for Financial Planning
Michigan
$192K – – –
VNA
770
Valley National Advisers
Pennsylvania
$186K – – –
WT
771
Washington Trust
Rhode Island
$186K – – –
PTC
772
Private Trust Company
Ohio
$182K +$47K +160 +36%
CFGS
773
Concourse Financial Group Securities
Alabama
$182K -$24.7K -84 -12%
JWM
774
Janiczek Wealth Management
Colorado
$181K -$3.53K -12 -2%
BTI
775
Blue Trust Inc
Georgia
$175K -$20.9K -71 -10%
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