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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
851
Montag & Associates
Georgia
$103K – – –
CWP
852
Concord Wealth Partners
Virginia
$102K +$90.5K +271 New
CWC
853
Carolinas Wealth Consulting
North Carolina
$101K +$5.68K +17 +7%
TWM
854
Tradition Wealth Management
Minnesota
$98K +$1.34K +4 +2%
MWM
855
Mascoma Wealth Management
New Hampshire
$96K – – –
DWP
856
Destiny Wealth Partners
Florida
$95K +$13.4K +40 +19%
JIR
857
James Investment Research
Ohio
$94K – – –
FCT
858
First Community Trust
Iowa
$93.6K +$83.5K +250 New
FAG
859
Fortitude Advisory Group
Washington
$93K +$82.5K +247 New
FAM
860
Fred Alger Management
New York
$90K +$79.8K +239 New
CA
861
Clearstead Advisors
Ohio
$89K +$25.1K +75 +46%
SCA
862
Snowden Capital Advisors
New York
$83K -$609K -1,823 -89%
ST
863
Smithfield Trust
Pennsylvania
$83K +$43.4K +130 +141%
C
864
Covestor
United Kingdom
$83K +$73.8K +221 New
APC
865
Aspire Private Capital
North Carolina
$81K – – –
DAM
866
Delta Asset Management
Tennessee
$80K – – –
FP
867
Financial Perspectives
Minnesota
$79.8K +$71.1K +213 New
GWS
868
Glassman Wealth Services
Virginia
$77K +$9.69K +29 +16%
TC
869
Trust Company
Kansas
$76K – – –
LCM
870
Logan Capital Management
Pennsylvania
$75K – – –
EWM
871
Evermay Wealth Management
Virginia
$75K +$60.5K +181 +953%
EWM
872
Elmwood Wealth Management
California
$75K +$66.8K +200 New
BC
873
Burleson & Co
California
$74K – – –
SBL
874
Sargent Bickham Lagudis
Colorado
$73K – – –
SC
875
Schubert & Co
Texas
$72K +$64.5K +193 New
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