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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
901
Center for Financial Planning
Michigan
$184K – – –
SAM
902
S.A. Mason
Michigan
$181K +$287 +1 +0.2%
VIA
903
Virtus Investment Advisers
Connecticut
$178K -$1.36M -4,737 -88%
VCM
904
Versant Capital Management
Arizona
$166K -$95.3K -332 -37%
CA
905
CoreCap Advisors
Michigan
$164K +$10.6K +37 +7%
HPC
906
HM Payson & Co
Maine
$164K +$32.1K +112 +25%
CA
907
Clearstead Advisors
Ohio
$161K +$21.2K +74 +15%
PMFA
908
Plante Moran Financial Advisors
Michigan
$157K +$287 +1 +0.2%
GBT
909
Grove Bank & Trust
Florida
$153K – – –
TTIC
910
Tower Trust & Investment Company
Iowa
$146K – – –
CH
911
Cromwell Holdings
Wyoming
$141K – – –
NS
912
NBC Securities
Alabama
$140K +$1.72K +6 +1%
SIS
913
Sound Income Strategies
Florida
$139K +$3.73K +13 +3%
C
914
Covestor
United Kingdom
$136K +$11.5K +40 +9%
PWA
915
Physician Wealth Advisors
Utah
$133K +$10K +35 +8%
BBHC
916
Brown Brothers Harriman & Co
New York
$133K +$103K +360 +360%
CSP
917
Cary Street Partners
Virginia
$132K -$22.1K -77 -14%
HCA
918
Harbor Capital Advisors
Illinois
$128K +$1.15K +4 +0.9%
GXJ
919
Global X Japan
Japan
$127K -$21.2K -74 -14%
CCA
920
Catalyst Capital Advisors
New York
$125K -$5.45K -19 -4%
AA
921
Ancora Advisors
Ohio
$125K +$2.58K +9 +2%
OL
922
OneFund LLC
Florida
$124K +$5.17K +18 +4%
MHR
923
Matthew Hamilton Rosenberg
$120K – – –
SCM
924
Silvant Capital Management
Georgia
$120K – – –
HFM
925
Hartford Financial Management
Connecticut
$119K – – –
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