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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
826
Willow Creek Wealth Management
California
$227K – – –
GC
827
Grimes & Company
Massachusetts
$226K +$1.38K +5 +0.6%
RIA
828
Richwood Investment Advisors
Ohio
$222K -$23.2K -84 -10%
BHPW
829
Beverly Hills Private Wealth
California
$222K -$276 -1 -0.1%
AFG
830
Arkansas Financial Group
Arkansas
$220K – – –
PBF
831
Petix & Botte Financial
California
$220K +$211K +764 New
PR
832
Payden & Rygel
California
$219K – – –
PRIG
833
Payden & Rygel Investment Group
California
$219K – – –
GWM
834
Geneos Wealth Management
Colorado
$218K +$276 +1 +0.1%
ACM
835
AlphaStar Capital Management
North Carolina
$218K +$209K +758 New
VC
836
Vicus Capital
Pennsylvania
$216K -$19.3K -70 -9%
FPAS
837
Focus Partners Advisor Solutions
Missouri
$216K +$11K +40 +6%
PWM
838
Perigon Wealth Management
California
$214K +$14.6K +53 +8%
SSA
839
Schonfeld Strategic Advisors
New York
$213K -$441K -1,598 -68%
MWM
840
Merriman Wealth Management
Washington
$213K – – –
CI
841
CX Institutional
Indiana
$213K -$8.55K -31 -4%
CFFP
842
Center for Financial Planning
Michigan
$212K +$27.6K +100 +16%
DI
843
DDFG Inc
California
$212K +$203K +736 New
FA
844
Fermata Advisors
California
$212K -$20.7K -75 -9%
CAL
845
Capital Analysts LLC
Pennsylvania
$211K -$1.38K -5 -0.7%
LHWM
846
Lake Hills Wealth Management
Texas
$211K +$1.1K +4 +0.5%
CAG
847
Curtis Advisory Group
California
$210K -$5.79K -21 -3%
FWS
848
FinDec Wealth Services
California
$210K – – –
YWM
849
Yoder Wealth Management
California
$209K +$4.41K +16 +2%
TCA
850
Transcend Capital Advisors
New Jersey
$209K +$200K +726 New
32 33
34
35 36