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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
751
Diversified Trust
Tennessee
$212K -$79.4K -270 -28%
AFP
752
Ausdal Financial Partners
Iowa
$212K +$206K +700 New
FWM
753
Forza Wealth Management
Florida
$211K +$205K +698 New
KCM
754
Kathmere Capital Management
Pennsylvania
$211K -$23.8K -81 -10%
FIA
755
Foundations Investment Advisors
Arizona
$209K +$203K +692 New
IFWM
756
Institute for Wealth Management
Colorado
$209K +$203K +691 New
SAM
757
Secure Asset Management
Michigan
$207K -$46.8K -159 -19%
RIA
758
Realta Investment Advisors
Delaware
$205K +$200K +680 New
PCS
759
Personal CFO Solutions
New Jersey
$205K +$199K +678 New
TPCW
760
TD Private Client Wealth
New York
$202K +$48.5K +165 +33%
EF
761
Empowered Funds
Pennsylvania
$202K +$197K +669 New
BAM
762
Belpointe Asset Management
Nevada
$201K +$24.4K +83 +14%
PFO
763
Pathstone Family Office
New Jersey
$201K -$717K -2,440 -79%
CPIG
764
Chicago Partners Investment Group
Illinois
$201K +$2.94K +10 +1%
CT
765
Clearstead Trust
Maine
$194K -$2.06K -7 -1%
C
766
Covestor
United Kingdom
$193K +$69.4K +236 +59%
CFFP
767
Center for Financial Planning
Michigan
$192K – – –
VNA
768
Valley National Advisers
Pennsylvania
$186K – – –
WT
769
Washington Trust
Rhode Island
$186K – – –
PTC
770
Private Trust Company
Ohio
$182K +$47K +160 +36%
CFGS
771
Concourse Financial Group Securities
Alabama
$182K -$24.7K -84 -12%
JWM
772
Janiczek Wealth Management
Colorado
$181K -$3.53K -12 -2%
BTI
773
Blue Trust Inc
Georgia
$175K -$20.9K -71 -10%
CFB
774
Cullen/Frost Bankers
Texas
$173K +$23.5K +80 +16%
CFD
775
Creative Financial Designs
Indiana
$171K – – –
29 30
31
32 33