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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
826
Sigma Planning Corp
Michigan
$245K -$918 -3 -0.4%
BCWM
827
Bartlett & Co Wealth Management
Ohio
$245K +$1.84K +6 +0.8%
BCI
828
Blue Capital Inc
Nebraska
$245K +$236K +770 New
AC
829
Apella Capital
Connecticut
$244K +$21.1K +69 +10%
LWAM
830
Legacy Wealth Asset Management
Minnesota
$244K -$3.37K -11 -1%
BAAM
831
Baker Avenue Asset Management
California
$244K +$3.06K +10 +1%
AFG
832
Arkansas Financial Group
Arkansas
$244K – – –
PA
833
Pinnacle Associates
New York
$244K -$24.8K -81 -10%
OL
834
Optas LLC
Texas
$243K +$233K +762 New
PBF
835
Petix & Botte Financial
California
$242K +$116K +380 +100%
PWM
836
Perigon Wealth Management
California
$240K +$231K +754 New
RIA
837
Richwood Investment Advisors
Ohio
$240K +$306 +1 +0.1%
TPI
838
Trust Point Inc
Wisconsin
$239K -$8.26K -27 -3%
GC
839
Grimes & Company
Massachusetts
$237K +$228K +744 New
CCA
840
Childress Capital Advisors
Texas
$237K -$9.79K -32 -4%
CCA
841
Carrera Capital Advisors
Michigan
$236K -$33.3K -109 -13%
VFA
842
Valeo Financial Advisors
Indiana
$234K +$225K +735 New
NB
843
Nicolet Bankshares
Wisconsin
$234K +$221K +721 New
FWS
844
FinDec Wealth Services
California
$232K +$223K +729 New
WA
845
Wealth Alliance
New York
$231K +$222K +727 New
TCA
846
Transcend Capital Advisors
New Jersey
$231K +$222K +725 New
SMH
847
Sanders Morris Harris
Texas
$231K +$222K +725 New
SOS
848
Silver Oak Securities
Tennessee
$229K +$220K +720 New
BCM
849
BTC Capital Management
Iowa
$229K +$220K +718 New
CTC
850
Cetera Trust Company
Minnesota
$228K – – –
32 33
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