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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HG
826
Harbor Group
New Hampshire
$216K – – –
AWA
827
Aaron Wealth Advisors
Illinois
$216K +$30.6M +84,300 New
FWCM
828
Ferguson Wellman Capital Management
Oregon
$215K – – –
JSW
829
Journey Strategic Wealth
New Jersey
$215K +$2.9K +8 +1%
CWA
830
Clarus Wealth Advisors
Arizona
$214K +$193K +533 New
RT
831
Rockland Trust
Massachusetts
$213K -$1.09K -3 -0.5%
BDFN
832
Bond & Devick Financial Network
Minnesota
$213K – – –
YIA
833
YHB Investment Advisors
Connecticut
$213K +$198K +545 New
FF
834
FourThought Financial
Florida
$212K -$34.5K -95 -15%
JWA
835
JFS Wealth Advisors
Pennsylvania
$212K +$79.8K +220 +68%
GDP
836
Great Diamond Partners
Maine
$211K -$2.18K -6 -1%
WB
837
WesBanco Bank
West Virginia
$210K -$363 -1 -0.2%
RIA
838
Realta Investment Advisors
Delaware
$210K +$196K +539 New
GSC
839
Ground Swell Capital
South Carolina
$209K -$49.7K -137 -20%
SC
840
Solstein Capital
California
$207K -$654K -1,801 -77%
CB
841
Cadence Bank
Mississippi
$207K -$22.9K -63 -11%
SPWM
842
Schrum Private Wealth Management
Florida
$207K +$192K +528 New
XWM
843
Xcel Wealth Management
Florida
$206K +$192K +528 New
CPIG
844
Chicago Partners Investment Group
Illinois
$204K +$2.54K +7 +1%
GBT
845
Grove Bank & Trust
Florida
$204K +$189K +522 New
B
846
Bailard
California
$203K +$188K +519 New
FFS
847
Founders Financial Securities
Maryland
$203K +$189K +520 New
FFN
848
Focus Financial Network
Minnesota
$203K -$1.54M -4,237 -89%
RB
849
Renasant Bank
Mississippi
$201K +$187K +514 New
WA
850
Wambolt & Associates
Colorado
$200K +$183K +505 New
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