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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
KCP
751
Kera Capital Partners
California
$290K -$168K -601 -36%
WPC
752
White Pine Capital
Minnesota
$288K -$134K -479 -30%
BFS
753
Boyer Financial Services
California
$287K +$311K +1,111 New
MG
754
Marex Group
$287K +$309K +1,105 New
WPP
755
Whalerock Point Partners
Rhode Island
$287K – – –
WCG
756
Weaver Consulting Group
California
$284K -$560 -2 -0.2%
PMSA
757
Patrick M. Sweeney & Associates
Illinois
$282K -$1.96K -7 -0.6%
EFS
758
Essex Financial Services
Connecticut
$282K -$131K -468 -30%
RWP
759
Ridgecrest Wealth Partners
California
$282K – – –
SF
760
Sun Financial
Utah
$281K +$303K +1,084 New
RWC
761
Rare Wolf Capital
Washington
$281K +$302K +1,081 New
PAM
762
Panagora Asset Management
Massachusetts
$277K – – –
ATC
763
Argent Trust Co
Tennessee
$276K -$35.3K -126 -11%
GI
764
GAMMA Investing
California
$275K -$284K -1,015 -49%
PS
765
Planned Solutions
California
$275K +$2.52K +9 +0.9%
GSEP
766
Golden State Equity Partners
California
$275K +$47.8K +171 +19%
PM
767
Pembroke Management
Quebec, Canada
$274K +$35K +125 +13%
KWA
768
Kingswood Wealth Advisors
California
$272K -$21.5K -77 -7%
DWML
769
Decker Wealth Management LLC
Tennessee
$271K +$293K +1,046 New
BDFN
770
Bond & Devick Financial Network
Minnesota
$271K -$1.12K -4 -0.4%
MWM
771
Modern Wealth Management
Kansas
$271K -$31.9K -114 -10%
C
772
Certuity
Florida
$270K +$70.8K +253 +32%
GWM
773
Geneos Wealth Management
Colorado
$270K +$280 +1 +0.1%
DWM
774
Diversify Wealth Management
Utah
$269K +$269K +962 New
BFA
775
Bill Few Associates
Pennsylvania
$269K +$280 +1 +0.1%
29 30
31
32 33