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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
851
Golden State Equity Partners
California
$253K +$24.6K +83 +11%
SAM
852
Summit Asset Management
Tennessee
$252K -$170K -573 -40%
YWM
853
Yoder Wealth Management
California
$252K +$15.1K +51 +6%
JTWM
854
Jackson Thornton Wealth Management
Alabama
$251K +$255K +862 New
EGM
855
Engineers Gate Manager
New York
$250K -$4.06M -13,719 -94%
RA
856
Rise Advisors
New York
$250K -$33.2K -112 -12%
FCMT
857
Founders Capital Management (Texas)
Texas
$249K – – –
BCWM
858
Bartlett & Co Wealth Management
Ohio
$249K -$42K -142 -14%
HA
859
Huntleigh Advisors
Missouri
$248K +$250K +845 New
GWP
860
Gen-Wealth Partners
Michigan
$247K +$30.5K +103 +14%
GC
861
Grimes & Company
Massachusetts
$247K +$4.14K +14 +2%
WB
862
WesBanco Bank
West Virginia
$246K -$195K -659 -44%
KRW
863
Kaufman Rossin Wealth
Florida
$246K +$248K +838 New
PCIA
864
Prime Capital Investment Advisors
Kansas
$244K -$652K -2,203 -73%
LS
865
Livforsakringsbolaget Skandia
Sweden
$243K – – –
CFS
866
Commonwealth Financial Services
West Virginia
$243K -$2.96K -10 -1%
WWC
867
Waypoint Wealth Counsel
Georgia
$241K +$244K +823 New
BP
868
Ballentine Partners
Massachusetts
$240K -$14.2K -48 -6%
GGI
869
Godsey & Gibb Inc
Virginia
$240K – – –
AA
870
Alta Advisers
United Kingdom
$239K – – –
SEIA
871
Signature Estate & Investment Advisors
California
$238K +$40K +135 +20%
CTC
872
Cetera Trust Company
Minnesota
$238K +$8.88K +30 +4%
PCS
873
Personal CFO Solutions
New Jersey
$237K +$14.2K +48 +6%
APP
874
Avantax Planning Partners
Iowa
$237K -$29.9K -101 -11%
LFG
875
Larson Financial Group
Missouri
$237K -$60.7K -205 -20%
33 34
35
36 37