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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
876
Gen-Wealth Partners
Michigan
$191K +$189K +659 New
PTC
877
Private Trust Company
Ohio
$190K -$8.31K -29 -4%
SS
878
Sunbelt Securities
Texas
$187K +$185K +645 +64,500%
CFFP
879
Center for Financial Planning
Michigan
$184K – – –
CF
880
Centaurus Financial
California
$175K -$287 -1 -0.2%
AWM
881
Avior Wealth Management
Nebraska
$171K +$148K +518 +719%
CFD
882
Creative Financial Designs
Indiana
$167K – – –
SWS
883
SYSTM Wealth Solutions
Illinois
$165K -$41.6K -145 -20%
BAM
884
Byrne Asset Management
New Jersey
$162K -$71.7K -250 -31%
CA
885
Continuum Advisory
Idaho
$158K +$164K +572 New
CFGS
886
Concourse Financial Group Securities
Alabama
$151K -$11.5K -40 -7%
TFIPS
887
Towarzystwo Funduszy Inwestycyjnych PZU SA
$149K +$22.9K +80 +18%
C
888
Covestor
United Kingdom
$148K -$65.9K -230 -31%
EWM
889
Evermay Wealth Management
Virginia
$146K +$1.43K +5 +1%
GBT
890
Grove Bank & Trust
Florida
$145K – – –
WT
891
Washington Trust
Rhode Island
$145K – – –
HNB
892
Huntington National Bank
Ohio
$144K -$39K -136 -21%
NCM
893
Northwest Capital Management
Oregon
$144K – – –
JWM
894
Janiczek Wealth Management
Colorado
$142K -$287 -1 -0.2%
SWM
895
Spire Wealth Management
Virginia
$140K +$1.15K +4 +0.8%
SIA
896
Sit Investment Associates
Minnesota
$139K -$14.3K -50 -9%
NBT
897
Northwest Bank & Trust
Iowa
$131K – – –
SIS
898
Sound Income Strategies
Florida
$127K -$860 -3 -0.7%
AFWM
899
Abich Financial Wealth Management
Virginia
$125K +$44.7K +156 +57%
PCWA
900
Pacific Capital Wealth Advisors
California
$123K – – –
34 35
36
37 38