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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
801
Stonegate Investment Group
Alabama
$213K +$190K +570 New
IAA
802
Independent Advisor Alliance
North Carolina
$212K +$189K +567 New
CW
803
CreativeOne Wealth
Kansas
$210K -$200K -598 -52%
PFG
804
PAX Financial Group
Texas
$210K +$187K +560 New
LCP
805
Legacy Capital Partners
Wisconsin
$208K -$100K -300 -35%
TFM
806
TFC Financial Management
Massachusetts
$208K – – –
RT
807
Rockland Trust
Massachusetts
$207K +$184K +551 New
BFPW
808
BOK Financial Private Wealth
Colorado
$207K +$185K +553 New
HG
809
Harbor Group
New Hampshire
$207K +$185K +553 New
OMC
810
Old Mission Capital
Illinois
$207K +$185K +553 New
FA
811
Faithward Advisors
Pennsylvania
$206K +$184K +550 New
FWCM
812
Ferguson Wellman Capital Management
Oregon
$206K +$184K +551 New
NFSG
813
Newbridge Financial Services Group
Florida
$204K +$334 +1 +0.2%
BDFN
814
Bond & Devick Financial Network
Minnesota
$204K +$182K +545 New
GDP
815
Great Diamond Partners
Maine
$204K +$183K +547 New
CHP
816
Cable Hill Partners
Oregon
$203K +$181K +541 New
JSW
817
Journey Strategic Wealth
New Jersey
$203K +$181K +543 New
BDF
818
Balasa Dinverno & Foltz
$202K -$134K -401 -43%
WB
819
WesBanco Bank
West Virginia
$202K +$180K +539 New
DA
820
Denali Advisors
California
$187K – – –
BAM
821
Belpointe Asset Management
Nevada
$187K +$167K +500 New
CTC
822
Central Trust Company
Missouri
$184K +$3.34K +10 +2%
AA
823
AlphaCentric Advisors
Puerto Rico
$181K +$162K +484 New
ACA
824
Atlas Capital Advisors
Wyoming
$175K – – –
FMII
825
Farmers & Merchants Investments Inc
Nebraska
$171K -$1K -3 -0.7%
31 32
33
34 35