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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
901
DAGCO Inc
Ohio
$106K +$92.6K +349 New
DWS
902
Dynamic Wealth Strategies
California
$106K +$92.6K +349 New
HDIM
903
Hanson & Doremus Investment Management
Vermont
$104K +$531 +2 +0.6%
ASBI
904
American State Bank (Iowa)
Iowa
$102K – – –
MHR
905
Matthew Hamilton Rosenberg
$100K -$3.45K -13 -4%
CA
906
Clearstead Advisors
Ohio
$98.8K -$57.3K -216 -40%
JFA
907
JNBA Financial Advisors
Minnesota
$97.9K – – –
PFPT
908
Pinnacle Financial Partners (Tennessee)
Tennessee
$91.5K – – –
BONH
909
Bank of New Hampshire
New Hampshire
$89.4K – – –
AWM
910
Able Wealth Management
New Jersey
$89.3K +$77.7K +293 New
LFG
911
Larson Financial Group
Missouri
$88K +$531 +2 +0.7%
FIM
912
FWL Investment Management
Texas
$84.5K -$3.94M -14,853 -98%
BAM
913
Bellevue Asset Management
Washington
$83.9K – – –
MA
914
Montag & Associates
Georgia
$83.9K – – –
AFWM
915
Abich Financial Wealth Management
Virginia
$83.9K +$73K +275 New
TWM
916
Tradition Wealth Management
Minnesota
$79K -$3.45K -13 -5%
CWP
917
Concord Wealth Partners
Virginia
$78.7K – – –
GWS
918
Glassman Wealth Services
Virginia
$77.8K +$19.4K +73 +40%
SA
919
Scarborough Advisors
Maryland
$77.5K +$67.4K +254 New
FDCDDQ
920
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.9K -$43.5K -164 -40%
BWAM
921
Boyd Watterson Asset Management
Ohio
$73.2K – – –
CWC
922
Carolinas Wealth Consulting
North Carolina
$72.1K +$796 +3 +1%
TAM
923
Tucker Asset Management
Colorado
$72K +$62.6K +236 New
IAIM
924
International Assets Investment Management
Florida
$70.8K +$2.71M +10,204 New
LS
925
Livforsakringsbolaget Skandia
Sweden
$70.2K +$28.9K +109 +90%
35 36
37
38 39