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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
801
First Affirmative Financial Network
Colorado
$260K +$32.4K +113 +14%
WANY
802
Wealthspire Advisors (New York)
New York
$260K -$29.8K -104 -10%
HGERS
803
Householder Group Estate & Retirement Specialist
Arizona
$258K -$3.73K -13 -1%
AAS
804
Ameritas Advisory Services
Nebraska
$257K +$26.1K +91 +10%
CB
805
Cadence Bank
Mississippi
$256K – – –
LWL
806
Leo Wealth LLC
Texas
$256K +$3.73K +13 +1%
CC
807
Commons Capital
Massachusetts
$253K +$1.43K +5 +0.6%
P
808
Pitcairn
Pennsylvania
$252K +$34.1K +119 +16%
APP
809
Avantax Planning Partners
Iowa
$250K +$247K +861 New
RIA
810
Richwood Investment Advisors
Ohio
$249K -$287 -1 -0.1%
IAG
811
Investment Advisory Group
Massachusetts
$248K +$245K +856 New
LSAG
812
Lake Street Advisors Group
New Hampshire
$248K +$26.7K +93 +12%
FCMT
813
Founders Capital Management (Texas)
Texas
$247K -$39K -136 -14%
KI
814
Kapitalo Investimentos
Brazil
$246K +$243K +849 New
PCFFS
815
Pacific Center for Financial Services
California
$245K -$64.2K -224 -21%
AC
816
Armistice Capital
New York
$244K +$241K +842 New
VBCG
817
Valley Brook Capital Group
Pennsylvania
$244K -$287K -1,000 -17%
LC
818
Lindbrook Capital
California
$243K +$14.6K +51 +6%
PMSA
819
Patrick M. Sweeney & Associates
Illinois
$242K +$26.1K +91 +12%
SWM
820
Schwallier Wealth Management
Michigan
$242K +$2.29K +8 +1%
CTC
821
Cetera Trust Company
Minnesota
$241K +$126K +440 +113%
SIM
822
Sentry Investment Management
Wisconsin
$239K – – –
VC
823
Vicus Capital
Pennsylvania
$238K +$236K +822 New
MM
824
MQS Management
New York
$238K +$235K +821 New
WGC
825
Watts Gwilliam & Co
Arizona
$238K +$244K +851 New
31 32
33
34 35