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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
901
Pacific Center for Financial Services
California
$97.1K – – –
KBFS
902
Kohmann Bosshard Financial Services
Ohio
$95K +$102K +366 New
GWP
903
Gen-Wealth Partners
Michigan
$93.4K -$116K -415 -54%
HRC
904
Hoertkorn Richard Charles
$92.6K – – –
HBW
905
Hazlett, Burt & Watson
West Virginia
$91K +$17.6K +63 +22%
HDIM
906
Hanson & Doremus Investment Management
Vermont
$88K – – –
SAM
907
Sherman Asset Management
California
$87.7K – – –
MHR
908
Matthew Hamilton Rosenberg
$84.9K -$24.9K -89 -21%
AUB
909
Atlantic Union Bankshares
Virginia
$84.9K -$7.28K -26 -7%
JWA
910
JFS Wealth Advisors
Pennsylvania
$83.8K – – –
KFAS
911
Keating Financial Advisory Services
Kansas
$83K +$89.5K +320 New
PFBT
912
Parkside Financial Bank & Trust
Missouri
$82.8K +$6.44K +23 +8%
GWSA
913
Global Wealth Strategies & Associates
Colorado
$82.3K -$1.12K -4 -1%
GAFA
914
Garton & Associates Financial Advisors
Kentucky
$81.5K +$87.9K +314 New
DMBA
915
Deseret Mutual Benefit Administrators
Utah
$80.4K +$11.2K +40 +15%
IIM
916
Intact Investment Management
Quebec, Canada
$77.8K +$83.9K +300 New
CSB
917
City State Bank
Iowa
$76.8K -$19.6K -70 -19%
IAS
918
IMA Advisory Services
Colorado
$73.7K +$3.64K +13 +5%
BAM
919
Byrne Asset Management
New Jersey
$71.9K +$77.5K +277 New
BONH
920
Bank of New Hampshire
New Hampshire
$70.1K – – –
AIC
921
Archer Investment Corporation
Indiana
$69.3K – – –
TCM
922
Triumph Capital Management
Colorado
$69.3K +$74.7K +267 New
CAL
923
Capital Advisors Ltd
Ohio
$69K +$24.9K +89 +51%
NL
924
Navalign LLC
California
$67.6K +$72.8K +260 New
CT
925
Caldwell Trust
Florida
$67.5K – – –
35 36
37
38 39