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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
851
Summit Asset Management
Tennessee
$252K -$170K -573 -40%
YWM
852
Yoder Wealth Management
California
$252K +$15.1K +51 +6%
JTWM
853
Jackson Thornton Wealth Management
Alabama
$251K +$255K +862 New
EGM
854
Engineers Gate Manager
New York
$250K -$4.06M -13,719 -94%
RA
855
Rise Advisors
New York
$250K -$33.2K -112 -12%
FCMT
856
Founders Capital Management (Texas)
Texas
$249K – – –
BCWM
857
Bartlett & Co Wealth Management
Ohio
$249K -$42K -142 -14%
HA
858
Huntleigh Advisors
Missouri
$248K +$250K +845 New
GWP
859
Gen-Wealth Partners
Michigan
$247K +$30.5K +103 +14%
GC
860
Grimes & Company
Massachusetts
$247K +$4.14K +14 +2%
WB
861
WesBanco Bank
West Virginia
$246K -$195K -659 -44%
KRW
862
Kaufman Rossin Wealth
Florida
$246K +$248K +838 New
PCIA
863
Prime Capital Investment Advisors
Kansas
$244K -$652K -2,203 -73%
LS
864
Livforsakringsbolaget Skandia
Sweden
$243K – – –
CFS
865
Commonwealth Financial Services
West Virginia
$243K -$2.96K -10 -1%
WWC
866
Waypoint Wealth Counsel
Georgia
$241K +$244K +823 New
BP
867
Ballentine Partners
Massachusetts
$240K -$14.2K -48 -6%
GGI
868
Godsey & Gibb Inc
Virginia
$240K – – –
AA
869
Alta Advisers
United Kingdom
$239K – – –
SEIA
870
Signature Estate & Investment Advisors
California
$238K +$40K +135 +20%
CTC
871
Cetera Trust Company
Minnesota
$238K +$8.88K +30 +4%
PCS
872
Personal CFO Solutions
New Jersey
$237K +$14.2K +48 +6%
APP
873
Avantax Planning Partners
Iowa
$237K -$29.9K -101 -11%
LFG
874
Larson Financial Group
Missouri
$237K -$60.7K -205 -20%
TPWA
875
TRUE Private Wealth Advisors
Oregon
$236K -$58K -196 -20%
33 34
35
36 37