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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
826
Resurgent Financial Advisors
Georgia
$60.7K -$882 -3 -1%
LCM
827
Logan Capital Management
Pennsylvania
$60.4K – – –
IA
828
IFP Advisors
Florida
$60K -$126K -428 -49%
TCM
829
TD Capital Management
Tennessee
$56.8K +$55.3K +188 New
CFO
830
CVA Family Office
Colorado
$54.4K -$13.2K -45 -20%
PWMG
831
Prestige Wealth Management Group
New Jersey
$53.2K +$2.94K +10 +6%
PFA
832
Pathway Financial Advisers
Indiana
$48K +$588 +2 +1%
PCM
833
Perritt Capital Management
Illinois
$45.3K – – –
HWA
834
HHM Wealth Advisors
Tennessee
$45.3K +$7.35K +25 +20%
CM
835
Capula Management
Cayman Islands
$45.3K +$44.1K +150 New
SC
836
Schubert & Co
Texas
$45.3K +$588 +2 +1%
RA
837
Rational Advisors
New York
$45K +$2.06K +7 +5%
ONST
838
Old North State Trust
North Carolina
$44K – – –
SIS
839
Sound Income Strategies
Florida
$43.8K – – –
TFA
840
Toth Financial Advisory
Virginia
$41.4K – – –
ME
841
McIlrath & Eck
Washington
$40.8K +$13.5K +46 +52%
EI
842
Ellevest Inc
New York
$39.3K -$15.9K -54 -29%
DAM
843
Delta Asset Management
Tennessee
$38.7K -$25.3K -86 -40%
BBHC
844
Brown Brothers Harriman & Co
New York
$38.1K -$83.8K -285 -69%
LOIP
845
Live Oak Investment Partners
Texas
$36.6K – – –
LS
846
Livforsakringsbolaget Skandia
Sweden
$36.5K – – –
AAG
847
Armstrong Advisory Group
Massachusetts
$35.7K – – –
JIR
848
James Investment Research
Ohio
$35K – – –
AIM
849
Anchor Investment Management
South Carolina
$34.1K – – –
PO
850
Private Ocean
California
$33.5K +$588 +2 +2%
32 33
34
35 36