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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
901
Gradient Investments
Minnesota
$16.1K -$3.64K -13 -18%
BWM
902
Baystate Wealth Management
Massachusetts
$15.9K – – –
CBT
903
CoreFirst Bank & Trust
Kansas
$15.8K – – –
DWMG
904
DB Wealth Management Group
California
$15.8K – – –
KFS
905
Kelly Financial Services
Massachusetts
$15.6K – – –
LB
906
Legacy Bridge
Iowa
$15.5K – – –
CSPIA
907
Cary Street Partners Investment Advisory
Virginia
$15K +$561 +2 +4%
RA
908
Rise Advisors
New York
$14.5K +$14K +50 +1,000%
NS
909
NBC Securities
Alabama
$14K +$15.7K +56 New
AGWCA
910
Annis Gardner Whiting Capital Advisors
Florida
$13.7K +$14.6K +52 New
TC
911
Truvestments Capital
Florida
$13.7K +$14.6K +52 New
QL
912
Quarry LP
New York
$13.4K +$14.3K +51 New
CT
913
Caldwell Trust
Florida
$13.2K – – –
PAI
914
Pittenger & Anderson Inc
Nebraska
$13.2K – – –
AA
915
Ancora Advisors
Ohio
$13.2K +$14K +50 New
FCA
916
FinTrust Capital Advisors
South Carolina
$13.2K +$14K +50 New
TFA
917
Transamerica Financial Advisors
Florida
$13K +$13.5K +48 +4,800%
ITIM
918
Indiana Trust & Investment Management
Indiana
$12.4K +$13.2K +47 New
ADL
919
Asset Dedication LLC
California
$12K +$12.6K +45 New
WPA
920
West Paces Advisors
Georgia
$11.9K -$841 -3 -6%
ANBT
921
American National Bank & Trust
Texas
$11.6K -$15.7K -56 -56%
GKIM
922
GW&K Investment Management
Massachusetts
$11K +$280 +1 +2%
EWA
923
EverSource Wealth Advisors
Alabama
$10.8K -$30K -107 -72%
IRC
924
Investors Research Corp
Georgia
$10.8K – – –
MCM
925
MV Capital Management
Maryland
$10.3K -$15.7K -56 -59%
35 36
37
38 39