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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
776
Knollwood Investment Advisory
Maryland
$346K – – –
PS
777
Planned Solutions
California
$345K +$307K +947 New
IAG
778
Investmark Advisory Group
Connecticut
$344K -$2.27K -7 -0.7%
TCOV
779
Trust Company of Vermont
Vermont
$335K – – –
SS
780
Sunbelt Securities
Texas
$334K +$88.6K +273 +42%
RMCM
781
Reynders McVeigh Capital Management
Massachusetts
$334K +$40.6K +125 +16%
LC
782
Lindbrook Capital
California
$334K +$14.6K +45 +5%
CFS
783
Commonwealth Financial Services
West Virginia
$331K -$11.7K -36 -4%
ECM
784
Evergreen Capital Management
Washington
$331K +$61K +188 +26%
TA
785
TKG Advisors
Indiana
$330K -$10.4K -32 -3%
SCM
786
Shelton Capital Management
Colorado
$330K -$18.8K -58 -6%
IF
787
Intrua Financial
Texas
$329K -$45.5K -140 -13%
FMLI
788
Fukoku Mutual Life Insurance
Japan
$327K – – –
CB
789
Cadence Bank
Mississippi
$321K – – –
FA
790
Fermata Advisors
California
$321K +$48K +148 +20%
LSAG
791
Lake Street Advisors Group
New Hampshire
$315K +$4.87K +15 +2%
APP
792
Avantax Planning Partners
Iowa
$314K -$974 -3 -0.3%
IAG
793
Investment Advisory Group
Massachusetts
$311K – – –
DM
794
Deerfield Management
New York
$311K +$278K +856 New
FCMT
795
Founders Capital Management (Texas)
Texas
$309K – – –
SWM
796
Schwallier Wealth Management
Michigan
$309K +$2.27K +7 +0.8%
AAS
797
Ameritas Advisory Services
Nebraska
$303K +$1.62K +5 +0.6%
SAM
798
S.A. Mason
Michigan
$300K +$9.74K +30 +4%
IAS
799
Insigneo Advisory Services
Florida
$299K +$14.9K +46 +6%
AFG
800
Atomi Financial Group
New York
$299K +$267K +821 New
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