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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
851
Transcend Capital Advisors
New Jersey
$231K +$222K +725 New
SMH
852
Sanders Morris Harris
Texas
$231K +$222K +725 New
SOS
853
Silver Oak Securities
Tennessee
$229K +$220K +720 New
BCM
854
BTC Capital Management
Iowa
$229K +$220K +718 New
CTC
855
Cetera Trust Company
Minnesota
$228K – – –
TPWA
856
TRUE Private Wealth Advisors
Oregon
$227K +$218K +712 New
LIA
857
Lynx Investment Advisory
District of Columbia
$226K +$217K +710 New
RG
858
Renaissance Group
Kentucky
$225K +$216K +707 New
ACG
859
Allen Capital Group
Nebraska
$224K -$43.1K -141 -17%
APP
860
Avantax Planning Partners
Iowa
$224K +$216K +705 New
PP
861
Pingora Partners
Wyoming
$223K – – –
HA
862
Helium Advisors
Washington
$222K +$214K +698 New
AFP
863
Ausdal Financial Partners
Iowa
$219K +$211K +689 New
CAM
864
Cidel Asset Management
Ontario, Canada
$219K +$211K +689 New
BHPW
865
Beverly Hills Private Wealth
California
$219K +$210K +688 New
RWP
866
Ridgecrest Wealth Partners
California
$218K -$122K -400 -37%
CFFP
867
Center for Financial Planning
Michigan
$218K -$15.3K -50 -7%
FFN
868
Focus Financial Network
Minnesota
$218K +$210K +685 New
WP
869
WealthSpring Partners
California
$218K +$209K +684 New
SIC
870
Salem Investment Counselors
North Carolina
$216K – – –
LTI
871
Laffer Tengler Investments
Tennessee
$216K +$207K +678 New
TWM
872
Thrive Wealth Management
Pennsylvania
$214K +$206K +673 New
WPC
873
Wedmont Private Capital
Pennsylvania
$214K +$204K +667 New
LC
874
Landaas & Company
Wisconsin
$213K +$204K +668 New
ACM
875
AlphaStar Capital Management
North Carolina
$213K +$204K +668 New
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