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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
851
Willow Creek Wealth Management
California
$236K – – –
SP
852
Successful Portfolios
Florida
$235K – – –
CTC
853
Cetera Trust Company
Minnesota
$234K -$8.3K -25 -3%
BHPW
854
Beverly Hills Private Wealth
California
$233K +$2.32K +7 +0.9%
RIA
855
Richwood Investment Advisors
Ohio
$232K – – –
PSF
856
Pacific Sun Financial
California
$230K +$49.4K +149 +24%
AFG
857
Arkansas Financial Group
Arkansas
$229K – – –
PBF
858
Petix & Botte Financial
California
$229K – – –
RG
859
Renaissance Group
Kentucky
$227K -$12.9K -39 -5%
HA
860
Helium Advisors
Washington
$225K +$249K +751 New
FWM
861
Forza Wealth Management
Florida
$225K +$17.6K +53 +8%
PWM
862
Perigon Wealth Management
California
$225K +$996 +3 +0.4%
MEAC
863
M.E. Allison & Co
Texas
$224K +$249K +749 New
WWM
864
Western Wealth Management
Colorado
$224K +$11.6K +35 +5%
GL
865
Graypoint LLC
New York
$224K +$17.3K +52 +7%
GHA
866
GW Henssler & Associates
Georgia
$223K – – –
CCMG
867
Clark Capital Management Group
Pennsylvania
$223K -$178K -537 -42%
PR
868
Payden & Rygel
California
$222K -$6.64K -20 -3%
MWM
869
Merriman Wealth Management
Washington
$222K – – –
PCP
870
Proficio Capital Partners
Massachusetts
$221K +$245K +739 New
CMI
871
Clare Market Investments
Texas
$221K +$7.96K +24 +3%
CPIG
872
Chicago Partners Investment Group
Illinois
$221K -$38.8K -117 -14%
EWM
873
Empirical Wealth Management
Washington
$221K -$9.29K -28 -4%
GWP
874
Gen-Wealth Partners
Michigan
$220K -$18.6K -56 -7%
CFFP
875
Center for Financial Planning
Michigan
$220K – – –
33 34
35
36 37