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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
801
Resolute Advisors
California
$11K – – –
HWMA
802
Heritage Wealth Management (Arizona)
Arizona
$10K -$9.54K -34 -50%
MAWCM
803
Mine & Arao Wealth Creation & Management
California
$10K – – –
MCM
804
MV Capital Management
Maryland
$9K +$7.01K +25 +500%
CAM
805
ClariVest Asset Management
California
$8K – – –
FHC
806
First Horizon Corporation
Tennessee
$8K – – –
JFA
807
JNBA Financial Advisors
Minnesota
$8K – – –
SJIM
808
St. Johns Investment Management
Florida
$8K – – –
HC
809
Hoese & Co
Minnesota
$8K +$7.01K +25 New
HWM
810
Holloway Wealth Management
Florida
$7K – – –
SFPG
811
Stonebridge Financial Planning Group
Florida
$7K – – –
HWA
812
Heritage Wealth Advisors
Virginia
$6.01K – – –
APWA
813
Atlas Private Wealth Advisors
New Jersey
$6K – – –
NSIM
814
North Star Investment Management
Illinois
$6K – – –
RWM
815
Raffa Wealth Management
District of Columbia
$5.11K – – –
CCA
816
Column Capital Advisors
Indiana
$5K – – –
GEA
817
Glen Eagle Advisors
New Jersey
$3.01K – – –
GI
818
Gradient Investments
Minnesota
$3K -$4.21K -15 -63%
RIA
819
RPG Investment Advisory
California
$3K -$1.4K -5 -33%
BWM
820
Baystate Wealth Management
Massachusetts
$3K – – –
GWSG
821
GPS Wealth Strategies Group
Colorado
$3K – – –
IFAM
822
Institutional & Family Asset Management
Colorado
$3K – – –
FMP
823
Financial Management Professionals
Texas
$3K +$1.4K +5 +100%
BBL
824
Beck Bode LLC
Massachusetts
$3K +$3.08K +11 New
PWP
825
Personal Wealth Partners
Minnesota
$3K +$3.08K +11 New
31 32
33
34 35