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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
751
AssuredPartners Investment Advisors
Florida
$355K -$42.5K -142 -11%
SFB
752
STAR Financial Bank
Indiana
$353K -$52.3K -175 -13%
WOC
753
West Oak Capital
California
$351K +$2.99K +10 +0.9%
PFS
754
Prospera Financial Services
Texas
$349K -$319K -1,065 -48%
DWT
755
Dorsey & Whitney Trust
South Dakota
$347K +$42.8K +143 +14%
LWAM
756
Legacy Wealth Asset Management
Minnesota
$345K -$45.2K -151 -12%
FMLI
757
Fukoku Mutual Life Insurance
Japan
$344K – – –
KWA
758
Kingswood Wealth Advisors
California
$343K -$257K -858 -43%
GCP
759
GSA Capital Partners
United Kingdom
$342K +$342K +1,143 New
FFG
760
Fiduciary Financial Group
California
$341K +$19.1K +64 +5%
AWM
761
Atticus Wealth Management
Florida
$341K +$96.9K +324 +40%
EI
762
Ellevest Inc
New York
$341K +$598 +2 +0.2%
IWM
763
IHT Wealth Management
Illinois
$339K -$1.79K -6 -0.5%
1CP
764
17 Capital Partners
Arizona
$339K – – –
EFS
765
Essex Financial Services
Connecticut
$339K -$47.3K -158 -12%
SQA
766
Simon Quick Advisors
New Jersey
$335K +$335K +1,119 New
SLC
767
Second Line Capital
Louisiana
$335K -$1.5K -5 -0.4%
IC
768
Iconiq Capital
California
$335K +$897 +3 +0.3%
CIS
769
Connors Investor Services
Pennsylvania
$334K -$8.97K -30 -3%
TNA
770
True North Advisors
Texas
$333K – – –
SBF
771
Sara-Bay Financial
Florida
$332K -$180K -603 -35%
WPP
772
Whalerock Point Partners
Rhode Island
$331K – – –
JIC
773
Johnson Investment Counsel
Ohio
$330K -$17.3K -58 -5%
RWP
774
Ridgecrest Wealth Partners
California
$329K +$1.2K +4 +0.4%
WCG
775
Weaver Consulting Group
California
$327K – – –
29 30
31
32 33