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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
851
TRUE Private Wealth Advisors
Oregon
$227K +$218K +712 New
LIA
852
Lynx Investment Advisory
District of Columbia
$226K +$217K +710 New
RG
853
Renaissance Group
Kentucky
$225K +$216K +707 New
ACG
854
Allen Capital Group
Nebraska
$224K -$43.1K -141 -17%
APP
855
Avantax Planning Partners
Iowa
$224K +$216K +705 New
PP
856
Pingora Partners
Wyoming
$223K – – –
HA
857
Helium Advisors
Washington
$222K +$214K +698 New
AFP
858
Ausdal Financial Partners
Iowa
$219K +$211K +689 New
CAM
859
Cidel Asset Management
Ontario, Canada
$219K +$211K +689 New
BHPW
860
Beverly Hills Private Wealth
California
$219K +$210K +688 New
RWP
861
Ridgecrest Wealth Partners
California
$218K -$122K -400 -37%
CFFP
862
Center for Financial Planning
Michigan
$218K -$15.3K -50 -7%
FFN
863
Focus Financial Network
Minnesota
$218K +$210K +685 New
WP
864
WealthSpring Partners
California
$218K +$209K +684 New
SIC
865
Salem Investment Counselors
North Carolina
$216K – – –
LTI
866
Laffer Tengler Investments
Tennessee
$216K +$207K +678 New
TWM
867
Thrive Wealth Management
Pennsylvania
$214K +$206K +673 New
WPC
868
Wedmont Private Capital
Pennsylvania
$214K +$204K +667 New
LC
869
Landaas & Company
Wisconsin
$213K +$204K +668 New
ACM
870
AlphaStar Capital Management
North Carolina
$213K +$204K +668 New
EM
871
Excalibur Management
Massachusetts
$212K +$204K +666 New
LIM
872
Lathrop Investment Management
Arkansas
$212K +$204K +667 New
OA
873
Oxbow Advisors
Texas
$210K +$202K +659 New
AA
874
Advisory Advocates
Michigan
$209K +$201K +658 New
HPIA
875
Hamilton Point Investment Advisors
North Carolina
$208K +$200K +655 New
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