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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
876
Concord Wealth Partners
Virginia
$130K +$22.5K +62 +23%
TF
877
TimeScale Financial
Massachusetts
$127K – – –
COCM
878
Charter Oak Capital Management
New Hampshire
$126K – – –
HNB
879
Huntington National Bank
Ohio
$126K +$8.35K +23 +8%
GAM
880
Gemmer Asset Management
California
$122K – – –
BFC
881
Bedel Financial Consulting
Indiana
$121K – – –
MHR
882
Matthew Hamilton Rosenberg
$121K – – –
TWC
883
TD Waterhouse Canada
Ontario, Canada
$119K -$470K -1,295 -81%
KTC
884
Kistler-Tiffany Companies
Pennsylvania
$117K – – –
DWP
885
Destiny Wealth Partners
Florida
$117K +$16.7K +46 +18%
CAL
886
Capital Analysts LLC
Pennsylvania
$110K -$9.07K -25 -8%
DFCM
887
Dark Forest Capital Management
Puerto Rico
$109K +$102K +280 New
MA
888
Montag & Associates
Georgia
$107K – – –
MWM
889
Mascoma Wealth Management
New Hampshire
$104K +$3.63K +10 +4%
FAG
890
Fortitude Advisory Group
Washington
$102K +$5.08K +14 +6%
TWM
891
Tradition Wealth Management
Minnesota
$100K -$1.45K -4 -2%
ZB
892
Zions Bancorporation
Utah
$100K +$57K +157 +157%
MCC
893
Money Concepts Capital
Florida
$99K +$91.8K +253 New
FCT
894
First Community Trust
Iowa
$98K – – –
NFSG
895
Newbridge Financial Services Group
Florida
$97K -$108K -298 -55%
GWS
896
Glassman Wealth Services
Virginia
$97K +$15.2K +42 +20%
ST
897
Smithfield Trust
Pennsylvania
$96K +$8.71K +24 +11%
CA
898
Clearstead Advisors
Ohio
$92K – – –
GIA
899
GHP Investment Advisors
Colorado
$92K +$86K +237 New
CA
900
Crewe Advisors
Utah
$89K +$50.8K +140 +156%
34 35
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