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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
826
RegentAtlantic Capital
New Jersey
$218K +$203K +558 New
LCP
827
Legacy Capital Partners
Wisconsin
$217K – – –
TFM
828
TFC Financial Management
Massachusetts
$217K – – –
RWB
829
RMR Wealth Builders
New Jersey
$216K -$66.4K -183 -25%
HG
830
Harbor Group
New Hampshire
$216K – – –
FWCM
831
Ferguson Wellman Capital Management
Oregon
$215K – – –
JSW
832
Journey Strategic Wealth
New Jersey
$215K +$2.9K +8 +1%
CWA
833
Clarus Wealth Advisors
Arizona
$214K +$193K +533 New
RT
834
Rockland Trust
Massachusetts
$213K -$1.09K -3 -0.5%
BDFN
835
Bond & Devick Financial Network
Minnesota
$213K – – –
YIA
836
YHB Investment Advisors
Connecticut
$213K +$198K +545 New
FF
837
FourThought Financial
Florida
$212K -$34.5K -95 -15%
JWA
838
JFS Wealth Advisors
Pennsylvania
$212K +$79.8K +220 +68%
GDP
839
Great Diamond Partners
Maine
$211K -$2.18K -6 -1%
WB
840
WesBanco Bank
West Virginia
$210K -$363 -1 -0.2%
RIA
841
Realta Investment Advisors
Delaware
$210K +$196K +539 New
GSC
842
Ground Swell Capital
South Carolina
$209K -$49.7K -137 -20%
SC
843
Solstein Capital
California
$207K -$654K -1,801 -77%
CB
844
Cadence Bank
Mississippi
$207K -$22.9K -63 -11%
SPWM
845
Schrum Private Wealth Management
Florida
$207K +$192K +528 New
XWM
846
Xcel Wealth Management
Florida
$206K +$192K +528 New
CPIG
847
Chicago Partners Investment Group
Illinois
$204K +$2.54K +7 +1%
GBT
848
Grove Bank & Trust
Florida
$204K +$189K +522 New
B
849
Bailard
California
$203K +$188K +519 New
FFS
850
Founders Financial Securities
Maryland
$203K +$189K +520 New
32 33
34
35 36