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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
801
Outlook Wealth Advisors
Texas
$245K +$3.64K +13 +1%
TCOV
802
Trust Company of Vermont
Vermont
$245K +$280 +1 +0.1%
RW
803
Rockport Wealth
Ohio
$245K – – –
SWM
804
Schwallier Wealth Management
Michigan
$244K – – –
GHI
805
Gross & Hartman Investments
Pennsylvania
$244K +$263K +939 New
SHFC
806
Safe Harbor Family Capital
North Carolina
$244K +$263K +939 New
HL
807
HeadInvest LLC
Maine
$243K -$9.51K -34 -4%
SAM
808
Smartleaf Asset Management
Massachusetts
$243K -$7.28K -26 -3%
CAC
809
Certified Advisory Corp
Florida
$243K +$280 +1 +0.1%
HHCP
810
Hilton Head Capital Partners
South Carolina
$242K +$261K +932 New
IAG
811
Investment Advisory Group
Massachusetts
$241K – – –
CB
812
Cadence Bank
Mississippi
$240K – – –
CF
813
Clarity Financial
Texas
$240K -$43.4K -155 -14%
BAAM
814
Baker Avenue Asset Management
California
$240K -$109K -389 -30%
CAG
815
Crestwood Advisors Group
Massachusetts
$240K +$39.2K +140 +18%
PCIA
816
Prime Capital Investment Advisors
Kansas
$238K +$23.2K +83 +10%
RMCM
817
Reynders McVeigh Capital Management
Massachusetts
$238K – – –
HBT
818
Heartland Bank & Trust
Illinois
$235K -$5.88K -21 -2%
BBHC
819
Brown Brothers Harriman & Co
New York
$235K +$124K +444 +97%
PDL
820
Portfolio Design Labs
California
$231K -$2.52K -9 -1%
OA
821
Oxbow Advisors
Texas
$229K – – –
TCA
822
Transcend Capital Advisors
New Jersey
$229K -$436K -1,557 -64%
SS
823
Sunbelt Securities
Texas
$228K -$5.6K -20 -2%
CCA
824
Childress Capital Advisors
Texas
$226K -$15.1K -54 -6%
TPWA
825
TRUE Private Wealth Advisors
Oregon
$226K +$13.2K +47 +6%
31 32
33
34 35