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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
801
Sentinus LLC
Illinois
$274K -$7.65K -25 -3%
AWM
802
Atticus Wealth Management
Florida
$273K +$918 +3 +0.4%
FCMT
803
Founders Capital Management (Texas)
Texas
$271K – – –
LFG
804
Larson Financial Group
Missouri
$270K +$41.3K +135 +19%
PMSA
805
Patrick M. Sweeney & Associates
Illinois
$269K -$74K -242 -22%
EPW
806
Evolve Private Wealth
California
$268K -$3.37K -11 -1%
PA
807
PFG Advisors
Arizona
$268K +$258K +843 New
ABC
808
Anchor Bay Capital
California
$268K +$252K +823 New
HH
809
Hilltop Holdings
Texas
$267K – – –
TCIIS
810
TIAA-CREF Individual & Institutional Services
New York
$267K +$257K +839 New
4WM
811
44 Wealth Management
Oregon
$266K +$256K +837 New
CF
812
Convergence Financial
Missouri
$266K +$255K +835 New
AFA
813
AA Financial Advisors
Ohio
$265K +$255K +834 New
TNA
814
True North Advisors
Texas
$265K +$254K +831 New
LOAMS
815
Lombard Odier Asset Management (Switzerland)
Switzerland
$263K +$253K +827 New
RMCM
816
Reynders McVeigh Capital Management
Massachusetts
$263K -$30.9K -101 -11%
GGI
817
Godsey & Gibb Inc
Virginia
$259K – – –
AWMM
818
Aegis Wealth Management (Maryland)
Maryland
$259K +$249K +813 New
VA
819
VestGen Advisors
Illinois
$259K +$49.6K +162 +25%
TCBWMS
820
Texas Capital Bank Wealth Management Services
Texas
$258K +$9.48K +31 +4%
WSC
821
Wellington Shields & Co
New York
$255K – – –
IWM
822
IHT Wealth Management
Illinois
$254K -$60K -196 -20%
KWA
823
Kingswood Wealth Advisors
California
$253K +$4.89K +16 +2%
OCA
824
OpenArc Corporate Advisory
Georgia
$253K -$15.6K -51 -6%
FMLI
825
Fukoku Mutual Life Insurance
Japan
$253K – – –
31 32
33
34 35