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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
901
JFS Wealth Advisors
Pennsylvania
$87.5K – – –
KFAS
902
Keating Financial Advisory Services
Kansas
$86.7K – – –
PFBT
903
Parkside Financial Bank & Trust
Missouri
$86.1K -$287 -1 -0.3%
GWSA
904
Global Wealth Strategies & Associates
Colorado
$85.9K – – –
BTI
905
Blue Trust Inc
Georgia
$82.1K -$359K -1,251 -81%
DWS
906
Dynamic Wealth Strategies
California
$81.5K -$52.5K -183 -38%
CAL
907
Capital Advisors Ltd
Ohio
$78K +$6.31K +22 +8%
IAS
908
IMA Advisory Services
Colorado
$76.9K – – –
SWM
909
Spire Wealth Management
Virginia
$76.3K +$8.32K +29 +11%
CCWM
910
Cassaday & Co Wealth Management
Virginia
$75.6K +$80K +279 New
BAM
911
Byrne Asset Management
New Jersey
$75K – – –
CSB
912
City State Bank
Iowa
$74.8K -$5.74K -20 -7%
BONH
913
Bank of New Hampshire
New Hampshire
$73.1K – – –
TCM
914
Triumph Capital Management
Colorado
$72.4K – – –
AIC
915
Archer Investment Corporation
Indiana
$72.4K – – –
CA
916
Clearstead Advisors
Ohio
$71K -$138K -483 -65%
CT
917
Caldwell Trust
Florida
$70.4K – – –
RDFA
918
Ritter Daniher Financial Advisory
Ohio
$70K +$573 +2 +0.8%
CM
919
Capula Management
Cayman Islands
$68.5K -$587K -2,047 -89%
FC
920
Fairscale Capital
New Hampshire
$68.5K – – –
SA
921
Scarborough Advisors
Maryland
$67.9K +$860 +3 +1%
BWAM
922
Boyd Watterson Asset Management
Ohio
$65K – – –
CTC
923
Central Trust Company
Missouri
$63.9K – – –
AIS
924
Advocate Investing Services
Maryland
$61.5K – – –
FP
925
Financial Perspectives
Minnesota
$60.8K +$573 +2 +0.9%
35 36
37
38 39