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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
776
Hilltop Holdings
Texas
$349K +$311K +959 New
KIA
777
Knollwood Investment Advisory
Maryland
$346K – – –
PS
778
Planned Solutions
California
$345K +$307K +947 New
IAG
779
Investmark Advisory Group
Connecticut
$344K -$2.27K -7 -0.7%
TCOV
780
Trust Company of Vermont
Vermont
$335K – – –
SS
781
Sunbelt Securities
Texas
$334K +$88.6K +273 +42%
RMCM
782
Reynders McVeigh Capital Management
Massachusetts
$334K +$40.6K +125 +16%
LC
783
Lindbrook Capital
California
$334K +$14.6K +45 +5%
CFS
784
Commonwealth Financial Services
West Virginia
$331K -$11.7K -36 -4%
ECM
785
Evergreen Capital Management
Washington
$331K +$61K +188 +26%
TA
786
TKG Advisors
Indiana
$330K -$10.4K -32 -3%
SCM
787
Shelton Capital Management
Colorado
$330K -$18.8K -58 -6%
IF
788
Intrua Financial
Texas
$329K -$45.5K -140 -13%
FMLI
789
Fukoku Mutual Life Insurance
Japan
$327K – – –
CB
790
Cadence Bank
Mississippi
$321K – – –
FA
791
Fermata Advisors
California
$321K +$48K +148 +20%
LSAG
792
Lake Street Advisors Group
New Hampshire
$315K +$4.87K +15 +2%
APP
793
Avantax Planning Partners
Iowa
$314K -$974 -3 -0.3%
IAG
794
Investment Advisory Group
Massachusetts
$311K – – –
DM
795
Deerfield Management
New York
$311K +$278K +856 New
FCMT
796
Founders Capital Management (Texas)
Texas
$309K – – –
SWM
797
Schwallier Wealth Management
Michigan
$309K +$2.27K +7 +0.8%
AAS
798
Ameritas Advisory Services
Nebraska
$303K +$1.62K +5 +0.6%
SAM
799
S.A. Mason
Michigan
$300K +$9.74K +30 +4%
IAS
800
Insigneo Advisory Services
Florida
$299K +$14.9K +46 +6%
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