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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
826
Insigneo Advisory Services
Florida
$265K +$20.6K +62 +8%
LCM
827
Laurion Capital Management
New York
$262K -$8.31M -25,028 -97%
AG
828
Ascent Group
Virginia
$261K +$76.7K +231 +36%
APP
829
Avantax Planning Partners
Iowa
$259K – – –
TCA
830
Transcend Capital Advisors
New Jersey
$259K +$28.2K +85 +11%
CB
831
Cadence Bank
Mississippi
$258K -$6.64K -20 -2%
WANY
832
Wealthspire Advisors (New York)
New York
$258K -$58.7K -177 -17%
SWM
833
Schwallier Wealth Management
Michigan
$257K +$3.32K +10 +1%
SAM
834
Smartleaf Asset Management
Massachusetts
$255K +$149K +449 +109%
FCMT
835
Founders Capital Management (Texas)
Texas
$255K – – –
IF
836
Intrua Financial
Texas
$254K -$18.3K -55 -6%
TFA
837
Transamerica Financial Advisors
Florida
$252K +$8.96K +27 +3%
BP
838
Ballentine Partners
Massachusetts
$252K +$17.9K +54 +7%
SAM
839
S.A. Mason
Michigan
$251K +$4.65K +14 +2%
LS
840
Livforsakringsbolaget Skandia
Sweden
$248K -$66.4K -200 -19%
MG
841
Mather Group
Illinois
$246K +$996 +3 +0.4%
GGI
842
Godsey & Gibb Inc
Virginia
$245K – – –
AWM
843
Atticus Wealth Management
Florida
$244K +$24.6K +74 +10%
ARA
844
Alexander Randolph Advisory
Virginia
$243K +$2.32K +7 +0.9%
DI
845
DAGCO Inc
Ohio
$242K +$268K +807 New
NA
846
Nautilus Advisors
California
$241K +$267K +806 New
YWM
847
Yoder Wealth Management
California
$241K +$13.6K +41 +5%
GC
848
Grimes & Company
Massachusetts
$241K +$3.98K +12 +2%
BSSFA
849
Baron Silver Stevens Financial Advisors
Florida
$240K +$11K +33 +4%
EM
850
Excalibur Management
Massachusetts
$239K -$3.32K -10 -1%
32 33
34
35 36