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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
801
Bartlett & Co Wealth Management
Ohio
$296K -$88.8K -297 -23%
OA
802
Oxbow Advisors
Texas
$296K -$61.9K -207 -17%
SG
803
Sharper & Granite
California
$294K +$4.49K +15 +2%
SCM
804
Stevens Capital Management
Pennsylvania
$289K -$647K -2,165 -69%
RA
805
Rise Advisors
New York
$288K -$60.4K -202 -17%
TFA
806
Transamerica Financial Advisors
Florida
$288K +$36.5K +122 +15%
CC
807
Commons Capital
Massachusetts
$288K -$4.19K -14 -1%
CPW
808
Crestmont Private Wealth
Texas
$288K +$288K +962 New
LC
809
Lindbrook Capital
California
$287K +$15.8K +53 +6%
CB
810
Cadence Bank
Mississippi
$286K +$27.5K +92 +11%
KIA
811
Knollwood Investment Advisory
Maryland
$284K – – –
KA
812
Kovack Advisors
Florida
$284K -$14.7K -49 -5%
PS
813
Planned Solutions
California
$283K – – –
IAG
814
Investmark Advisory Group
Connecticut
$280K -$4.19K -14 -1%
PD
815
Planning Directions
Pennsylvania
$280K +$280K +936 New
MMA
816
Miracle Mile Advisors
California
$280K +$279K +934 New
CAC
817
Certified Advisory Corp
Florida
$279K -$44.9K -150 -14%
IAG
818
Investment Advisory Group
Massachusetts
$278K – – –
SS
819
Sunbelt Securities
Texas
$278K +$2.39K +8 +0.9%
PI
820
PFG Investments
New York
$277K -$43.7K -146 -14%
AIC
821
Archer Investment Corporation
Indiana
$277K -$29.9K -100 -10%
TCOV
822
Trust Company of Vermont
Vermont
$275K – – –
RMCM
823
Reynders McVeigh Capital Management
Massachusetts
$275K – – –
WN
824
Williams & Novak
California
$275K +$275K +920 New
APP
825
Avantax Planning Partners
Iowa
$272K +$13.8K +46 +5%
31 32
33
34 35