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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
851
Aspire Private Capital
North Carolina
$68K – – –
CWC
852
Carolinas Wealth Consulting
North Carolina
$67K +$346 +1 +0.5%
FP
853
Financial Perspectives
Minnesota
$66.6K – – –
PTC
854
Private Trust Company
Ohio
$66K +$73.1K +211 New
EWM
855
Evermay Wealth Management
Virginia
$63K – – –
LCM
856
Logan Capital Management
Pennsylvania
$63K – – –
SIC
857
Salem Investment Counselors
North Carolina
$63K – – –
TC
858
Trust Company
Kansas
$62K -$692 -2 -1%
BC
859
Burleson & Co
California
$62K – – –
MCC
860
Money Concepts Capital
Florida
$61K -$21.5K -62 -25%
SC
861
Schubert & Co
Texas
$61K +$346 +1 +0.5%
SBL
862
Sargent Bickham Lagudis
Colorado
$53K -$8.31K -24 -12%
PWMG
863
Prestige Wealth Management Group
New Jersey
$53K -$3.46K -10 -6%
SIS
864
Sound Income Strategies
Florida
$52K – – –
APA
865
American Portfolios Advisors
New York
$51.3K -$4.5K -13 -7%
1IA
866
1834 Investment Advisors
Wisconsin
$51K +$34.6K +100 +161%
PCG
867
Private Capital Group
Connecticut
$43K -$103K -297 -68%
TFA
868
Toth Financial Advisory
Virginia
$43K – – –
RA
869
Rational Advisors
New York
$41K +$5.89K +17 +15%
LPWM
870
Lake Point Wealth Management
Texas
$39K – – –
HIIFS
871
Harel Insurance Investments & Financial Services
Israel
$38K – – –
BTI
872
Blue Trust Inc
Georgia
$37K +$33.2K +96 New
JIR
873
James Investment Research
Ohio
$36K – – –
DAC
874
Dividend Assets Capital
South Carolina
$34K – – –
TWA
875
TCI Wealth Advisors
Arizona
$33K +$5.19K +15 +16%
33 34
35
36 37