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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WGC
826
Watts Gwilliam & Co
Arizona
$238K +$244K +851 New
JAG
827
Journey Advisory Group
Kentucky
$238K – – –
QWP
828
Quotient Wealth Partners
Texas
$238K +$235K +820 New
RIA
829
Realta Investment Advisors
Delaware
$236K +$43.9K +153 +23%
GGI
830
Godsey & Gibb Inc
Virginia
$236K – – –
FA
831
Fermata Advisors
California
$235K +$232K +810 New
SP
832
Successful Portfolios
Florida
$233K – – –
PA
833
Pinnacle Associates
New York
$233K +$5.45K +19 +2%
ARA
834
Alexander Randolph Advisory
Virginia
$233K – – –
BI
835
Bramshill Investments
Florida
$232K +$229K +800 New
FFA
836
Farther Finance Advisors
California
$232K -$44.4K -155 -16%
RMCM
837
Reynders McVeigh Capital Management
Massachusetts
$231K +$19.5K +68 +9%
EM
838
Excalibur Management
Massachusetts
$231K +$1.43K +5 +0.6%
WCWM
839
Willow Creek Wealth Management
California
$229K – – –
IAA
840
Independent Advisor Alliance
North Carolina
$228K +$19.8K +69 +10%
GC
841
Grimes & Company
Massachusetts
$226K +$1.43K +5 +0.6%
BHPW
842
Beverly Hills Private Wealth
California
$224K +$2.87K +10 +1%
CI
843
CX Institutional
Indiana
$223K +$9.46K +33 +4%
T
844
TNF
Montana
$223K -$4.87K -17 -2%
ECM
845
Evergreen Capital Management
Washington
$223K +$220K +768 New
AFG
846
Arkansas Financial Group
Arkansas
$222K – – –
PR
847
Payden & Rygel
California
$220K – – –
PRIG
848
Payden & Rygel Investment Group
California
$220K +$218K +760 New
GWM
849
Geneos Wealth Management
Colorado
$219K -$4.01K -14 -2%
CAG
850
Curtis Advisory Group
California
$218K -$5.45K -19 -2%
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