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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
826
Asset Dedication LLC
California
$17K +$17.6K +56 New
BIA
827
Bell Investment Advisors
California
$16K +$17.3K +55 New
KFS
828
Kelly Financial Services
Massachusetts
$15.9K +$314 +1 +2%
WIM
829
Westside Investment Management
California
$15.5K – – –
WWMSC
830
Wagner Wealth Management (South Carolina)
South Carolina
$15K – – –
WPA
831
West Paces Advisors
Georgia
$13.1K – – –
ONST
832
Old North State Trust
North Carolina
$13K – – –
FA
833
Financial Avengers
California
$12K – – –
HIA
834
Harbor Investment Advisory
Maryland
$12K – – –
IRC
835
Investors Research Corp
Georgia
$12K – – –
KPCM
836
Kings Point Capital Management
New York
$12K – – –
MPWT
837
MassMutual Private Wealth & Trust
Connecticut
$12K – – –
PWA
838
Phoenix Wealth Advisors
North Carolina
$12K – – –
MCM
839
MV Capital Management
Maryland
$12K +$3.14K +10 +33%
FPS
840
Fieldpoint Private Securities
Connecticut
$12K +$11.3K +36 +720%
SCA
841
Stonebridge Capital Advisors
Minnesota
$12K +$13.2K +42 New
CFN
842
Cordasco Financial Network
Florida
$11K – – –
RA
843
Resolute Advisors
California
$11K – – –
TAIM
844
TD Ameritrade Investment Management
Nebraska
$10K -$115K -365 -89%
HR
845
Howe & Rusling
New York
$10K -$3.45K -11 -24%
BWA
846
BDO Wealth Advisors
Florida
$10K – – –
HWMA
847
Heritage Wealth Management (Arizona)
Arizona
$10K – – –
MAWCM
848
Mine & Arao Wealth Creation & Management
California
$10K – – –
SWA
849
Sutton Wealth Advisors
Florida
$9.21K -$3.14K -10 -24%
RA
850
Rational Advisors
New York
$9K +$9.73K +31 New
32 33
34
35 36