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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
901
Baystate Wealth Management
Massachusetts
$15.9K – – –
CBT
902
CoreFirst Bank & Trust
Kansas
$15.8K – – –
DWMG
903
DB Wealth Management Group
California
$15.8K – – –
KFS
904
Kelly Financial Services
Massachusetts
$15.6K – – –
LB
905
Legacy Bridge
Iowa
$15.5K – – –
CSPIA
906
Cary Street Partners Investment Advisory
Virginia
$15K +$561 +2 +4%
RA
907
Rise Advisors
New York
$14.5K +$14K +50 +1,000%
NS
908
NBC Securities
Alabama
$14K +$15.7K +56 New
AGWCA
909
Annis Gardner Whiting Capital Advisors
Florida
$13.7K +$14.6K +52 New
TC
910
Truvestments Capital
Florida
$13.7K +$14.6K +52 New
QL
911
Quarry LP
New York
$13.4K +$14.3K +51 New
CT
912
Caldwell Trust
Florida
$13.2K – – –
PAI
913
Pittenger & Anderson Inc
Nebraska
$13.2K – – –
AA
914
Ancora Advisors
Ohio
$13.2K +$14K +50 New
FCA
915
FinTrust Capital Advisors
South Carolina
$13.2K +$14K +50 New
TFA
916
Transamerica Financial Advisors
Florida
$13K +$13.5K +48 +4,800%
ITIM
917
Indiana Trust & Investment Management
Indiana
$12.4K +$13.2K +47 New
ADL
918
Asset Dedication LLC
California
$12K +$12.6K +45 New
WPA
919
West Paces Advisors
Georgia
$11.9K -$841 -3 -6%
ANBT
920
American National Bank & Trust
Texas
$11.6K -$15.7K -56 -56%
GKIM
921
GW&K Investment Management
Massachusetts
$11K +$280 +1 +2%
EWA
922
EverSource Wealth Advisors
Alabama
$10.8K -$30K -107 -72%
IRC
923
Investors Research Corp
Georgia
$10.8K – – –
MCM
924
MV Capital Management
Maryland
$10.3K -$15.7K -56 -59%
DF
925
DecisionPoint Financial
Arizona
$10.3K – – –
35 36
37
38 39