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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
826
Grimes & Company
Massachusetts
$226K +$1.38K +5 +0.6%
RIA
827
Richwood Investment Advisors
Ohio
$222K -$23.2K -84 -10%
BHPW
828
Beverly Hills Private Wealth
California
$222K -$276 -1 -0.1%
AFG
829
Arkansas Financial Group
Arkansas
$220K – – –
PBF
830
Petix & Botte Financial
California
$220K +$211K +764 New
PR
831
Payden & Rygel
California
$219K – – –
PRIG
832
Payden & Rygel Investment Group
California
$219K – – –
GWM
833
Geneos Wealth Management
Colorado
$218K +$276 +1 +0.1%
ACM
834
AlphaStar Capital Management
North Carolina
$218K +$209K +758 New
VC
835
Vicus Capital
Pennsylvania
$216K -$19.3K -70 -9%
FPAS
836
Focus Partners Advisor Solutions
Missouri
$216K +$11K +40 +6%
PWM
837
Perigon Wealth Management
California
$214K +$14.6K +53 +8%
SSA
838
Schonfeld Strategic Advisors
New York
$213K -$441K -1,598 -68%
MWM
839
Merriman Wealth Management
Washington
$213K – – –
CI
840
CX Institutional
Indiana
$213K -$8.55K -31 -4%
CFFP
841
Center for Financial Planning
Michigan
$212K +$27.6K +100 +16%
DI
842
DDFG Inc
California
$212K +$203K +736 New
FA
843
Fermata Advisors
California
$212K -$20.7K -75 -9%
CAL
844
Capital Analysts LLC
Pennsylvania
$211K -$1.38K -5 -0.7%
LHWM
845
Lake Hills Wealth Management
Texas
$211K +$1.1K +4 +0.5%
CAG
846
Curtis Advisory Group
California
$210K -$5.79K -21 -3%
FWS
847
FinDec Wealth Services
California
$210K – – –
YWM
848
Yoder Wealth Management
California
$209K +$4.41K +16 +2%
TCA
849
Transcend Capital Advisors
New Jersey
$209K +$200K +726 New
CPIG
850
Chicago Partners Investment Group
Illinois
$208K +$189K +684 New
32 33
34
35 36