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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
801
Legacy Capital Partners
Wisconsin
$208K -$100K -300 -35%
TFM
802
TFC Financial Management
Massachusetts
$208K – – –
RT
803
Rockland Trust
Massachusetts
$207K +$184K +551 New
BFPW
804
BOK Financial Private Wealth
Colorado
$207K +$185K +553 New
HG
805
Harbor Group
New Hampshire
$207K +$185K +553 New
OMC
806
Old Mission Capital
Illinois
$207K +$185K +553 New
FA
807
Faithward Advisors
Pennsylvania
$206K +$184K +550 New
FWCM
808
Ferguson Wellman Capital Management
Oregon
$206K +$184K +551 New
NFSG
809
Newbridge Financial Services Group
Florida
$204K +$334 +1 +0.2%
BDFN
810
Bond & Devick Financial Network
Minnesota
$204K +$182K +545 New
GDP
811
Great Diamond Partners
Maine
$204K +$183K +547 New
CHP
812
Cable Hill Partners
Oregon
$203K +$181K +541 New
JSW
813
Journey Strategic Wealth
New Jersey
$203K +$181K +543 New
BDF
814
Balasa Dinverno & Foltz
$202K -$134K -401 -43%
WB
815
WesBanco Bank
West Virginia
$202K +$180K +539 New
DA
816
Denali Advisors
California
$187K – – –
BAM
817
Belpointe Asset Management
Nevada
$187K +$167K +500 New
CTC
818
Central Trust Company
Missouri
$184K +$3.34K +10 +2%
AA
819
AlphaCentric Advisors
Puerto Rico
$181K +$162K +484 New
ACA
820
Atlas Capital Advisors
Wyoming
$175K – – –
FMII
821
Farmers & Merchants Investments Inc
Nebraska
$171K -$1K -3 -0.7%
SIA
822
Sit Investment Associates
Minnesota
$167K +$149K +445 New
CFA
823
Carroll Financial Associates
North Carolina
$165K -$68.1K -204 -31%
PCG
824
Private Capital Group
Connecticut
$164K +$3.67K +11 +3%
CMBA
825
C.M. Bidwell & Associates
Hawaii
$164K +$146K +437 New
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