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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
801
Matthew Hamilton Rosenberg
$90.8K – – –
KTC
802
Kistler-Tiffany Companies
Pennsylvania
$84.1K – – –
PFPT
803
Pinnacle Financial Partners (Tennessee)
Tennessee
$84.1K – – –
BAM
804
Bellevue Asset Management
Washington
$83.3K -$21.9K -75 -20%
MCC
805
Money Concepts Capital
Florida
$82.7K +$25.1K +86 +41%
CA
806
Clearstead Advisors
Ohio
$82.7K -$7.87K -27 -8%
CAL
807
Capital Analysts LLC
Pennsylvania
$82K -$6.42K -22 -7%
CWC
808
Carolinas Wealth Consulting
North Carolina
$81.9K +$20.7K +71 +32%
CJL
809
Cyrus J. Lawrence
New York
$80K – – –
MA
810
Montag & Associates
Georgia
$77.1K – – –
HNB
811
Huntington National Bank
Ohio
$76.8K -$15.7K -54 -16%
MWM
812
Mascoma Wealth Management
New Hampshire
$74.5K – – –
TWM
813
Tradition Wealth Management
Minnesota
$74K +$2.04K +7 +3%
CWP
814
Concord Wealth Partners
Virginia
$72.3K +$75.2K +258 New
PFBT
815
Parkside Financial Bank & Trust
Missouri
$70.6K -$4.96K -17 -6%
FCT
816
First Community Trust
Iowa
$70K – – –
FFA
817
Farther Finance Advisors
California
$69.5K +$72.3K +248 New
GWS
818
Glassman Wealth Services
Virginia
$67.8K -$12K -41 -14%
BWAM
819
Boyd Watterson Asset Management
Ohio
$67.2K +$70K +240 New
BFEC
820
Benjamin F. Edwards & Company
Missouri
$66K +$4.08K +14 +6%
CA
821
Crewe Advisors
Utah
$64.4K -$18.1K -62 -21%
WOSD
822
WFA of San Diego
California
$64.4K +$67.1K +230 New
GIA
823
GHP Investment Advisors
Colorado
$63.9K +$4.37K +15 +7%
CFO
824
CVA Family Office
Colorado
$63K +$26.2K +90 +67%
CB
825
Centennial Bank
Arkansas
$63K +$65.6K +225 New
31 32
33
34 35