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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
826
Avantax Planning Partners
Iowa
$272K +$13.8K +46 +5%
HCM
827
Howard Capital Management
Georgia
$271K -$41.6K -139 -13%
ACP
828
Aveo Capital Partners
Colorado
$269K -$50.8K -170 -16%
WS
829
Wedbush Securities
California
$269K -$159K -531 -37%
SCTC
830
Sanibel Captiva Trust Company
Florida
$268K -$38K -127 -12%
MAWAG
831
Mid-American Wealth Advisory Group
Missouri
$268K +$267K +894 New
FCP
832
Fidelis Capital Partners
Florida
$267K -$10.2K -34 -4%
PA
833
Pinnacle Associates
New York
$267K – – –
QWP
834
Quotient Wealth Partners
Texas
$265K -$34.4K -115 -11%
SWM
835
Schwallier Wealth Management
Michigan
$262K +$4.49K +15 +2%
AWA
836
Aaron Wealth Advisors
Illinois
$260K +$260K +870 New
BP
837
Ballentine Partners
Massachusetts
$259K +$7.78K +26 +3%
MS
838
Maven Securities
Jersey
$258K -$280K -937 -52%
FCMT
839
Founders Capital Management (Texas)
Texas
$254K – – –
CSP
840
Cary Street Partners
Virginia
$253K -$97.8K -327 -28%
CFS
841
Commonwealth Financial Services
West Virginia
$251K -$32.3K -108 -11%
LS
842
Livforsakringsbolaget Skandia
Sweden
$248K – – –
VCM
843
Versant Capital Management
Arizona
$248K +$177K +591 +249%
MG
844
Mather Group
Illinois
$247K +$1.2K +4 +0.5%
GC
845
Grimes & Company
Massachusetts
$247K +$6.88K +23 +3%
WPC
846
Wedmont Private Capital
Pennsylvania
$245K +$45.2K +151 +21%
GGI
847
Godsey & Gibb Inc
Virginia
$245K – – –
PP
848
PDS Planning
Ohio
$245K +$33.2K +111 +16%
AA
849
Alta Advisers
United Kingdom
$244K +$244K +815 New
ARA
850
Alexander Randolph Advisory
Virginia
$242K – – –
32 33
34
35 36