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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
T
826
TOBAM
France
$250K -$324K -1,058 -57%
SB
827
Strategic Blueprint
Georgia
$246K +$612 +2 +0.3%
PAW
828
Plan A Wealth
Nebraska
$246K +$236K +772 New
CSPIA
829
Cary Street Partners Investment Advisory
Virginia
$246K +$236K +772 New
BPWM
830
Badgley Phelps Wealth Managers
Washington
$245K – – –
SPC
831
Sigma Planning Corp
Michigan
$245K -$918 -3 -0.4%
BCWM
832
Bartlett & Co Wealth Management
Ohio
$245K +$1.84K +6 +0.8%
BCI
833
Blue Capital Inc
Nebraska
$245K +$236K +770 New
AC
834
Apella Capital
Connecticut
$244K +$21.1K +69 +10%
LWAM
835
Legacy Wealth Asset Management
Minnesota
$244K -$3.37K -11 -1%
BAAM
836
Baker Avenue Asset Management
California
$244K +$3.06K +10 +1%
AFG
837
Arkansas Financial Group
Arkansas
$244K – – –
PA
838
Pinnacle Associates
New York
$244K -$24.8K -81 -10%
OL
839
Optas LLC
Texas
$243K +$233K +762 New
PBF
840
Petix & Botte Financial
California
$242K +$116K +380 +100%
PWM
841
Perigon Wealth Management
California
$240K +$231K +754 New
RIA
842
Richwood Investment Advisors
Ohio
$240K +$306 +1 +0.1%
TPI
843
Trust Point Inc
Wisconsin
$239K -$8.26K -27 -3%
GC
844
Grimes & Company
Massachusetts
$237K +$228K +744 New
CCA
845
Childress Capital Advisors
Texas
$237K -$9.79K -32 -4%
CCA
846
Carrera Capital Advisors
Michigan
$236K -$33.3K -109 -13%
VFA
847
Valeo Financial Advisors
Indiana
$234K +$225K +735 New
NB
848
Nicolet Bankshares
Wisconsin
$234K +$221K +721 New
FWS
849
FinDec Wealth Services
California
$232K +$223K +729 New
WA
850
Wealth Alliance
New York
$231K +$222K +727 New
32 33
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35 36