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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
851
WFA of San Diego
California
$72K +$79.6K +230 New
FHA
852
First Horizon Advisors
Tennessee
$70K +$26.7K +77 +52%
CFO
853
CVA Family Office
Colorado
$70K +$50.2K +145 +181%
GIA
854
GHP Investment Advisors
Colorado
$69K -$5.54K -16 -7%
JFA
855
JNBA Financial Advisors
Minnesota
$69K – – –
TAIM
856
TD Ameritrade Investment Management
Nebraska
$68K -$45.4K -131 -38%
APC
857
Aspire Private Capital
North Carolina
$68K – – –
CWC
858
Carolinas Wealth Consulting
North Carolina
$67K +$346 +1 +0.5%
FP
859
Financial Perspectives
Minnesota
$66.6K – – –
PTC
860
Private Trust Company
Ohio
$66K +$73.1K +211 New
EWM
861
Evermay Wealth Management
Virginia
$63K – – –
LCM
862
Logan Capital Management
Pennsylvania
$63K – – –
SIC
863
Salem Investment Counselors
North Carolina
$63K – – –
TC
864
Trust Company
Kansas
$62K -$692 -2 -1%
BC
865
Burleson & Co
California
$62K – – –
MCC
866
Money Concepts Capital
Florida
$61K -$21.5K -62 -25%
SC
867
Schubert & Co
Texas
$61K +$346 +1 +0.5%
SBL
868
Sargent Bickham Lagudis
Colorado
$53K -$8.31K -24 -12%
PWMG
869
Prestige Wealth Management Group
New Jersey
$53K -$3.46K -10 -6%
SIS
870
Sound Income Strategies
Florida
$52K – – –
APA
871
American Portfolios Advisors
New York
$51.3K -$4.5K -13 -7%
1IA
872
1834 Investment Advisors
Wisconsin
$51K +$34.6K +100 +161%
PCG
873
Private Capital Group
Connecticut
$43K -$103K -297 -68%
TFA
874
Toth Financial Advisory
Virginia
$43K – – –
RA
875
Rational Advisors
New York
$41K +$5.89K +17 +15%
33 34
35
36 37