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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
926
Pacific Center for Financial Services
California
$107K – – –
LHEI
927
Leo H. Evart Inc
California
$106K -$20.8K -68 -17%
JWA
928
JFS Wealth Advisors
Pennsylvania
$103K – – –
KFAS
929
Keating Financial Advisory Services
Kansas
$101K -$918 -3 -0.9%
PFBT
930
Parkside Financial Bank & Trust
Missouri
$98K -$3.06K -10 -3%
CAL
931
Capital Advisors Ltd
Ohio
$93K +$1.22K +4 +1%
SWM
932
Spire Wealth Management
Virginia
$92.2K +$2.45K +8 +3%
CCWM
933
Cassaday & Co Wealth Management
Virginia
$88.8K – – –
BAM
934
Byrne Asset Management
New Jersey
$88.2K – – –
CSB
935
City State Bank
Iowa
$87.9K – – –
BONH
936
Bank of New Hampshire
New Hampshire
$85.9K – – –
TCM
937
Triumph Capital Management
Colorado
$85.2K +$306 +1 +0.4%
AIC
938
Archer Investment Corporation
Indiana
$85.1K – – –
PF
939
PlanVest Financial
Maryland
$81.8K +$24.5K +80 +45%
BTI
940
Blue Trust Inc
Georgia
$81.2K -$14.7K -48 -16%
FC
941
Fairscale Capital
New Hampshire
$80.5K – – –
PB
942
Prosperity Bancshares
Texas
$78.6K +$7.34K +24 +11%
BWAM
943
Boyd Watterson Asset Management
Ohio
$76.4K – – –
CTC
944
Central Trust Company
Missouri
$75.1K – – –
CFSG
945
Community Financial Services Group
Vermont
$72K +$60.9K +199 +829%
GWP
946
Gen-Wealth Partners
Michigan
$71.9K -$61.5K -201 -47%
FP
947
Financial Perspectives
Minnesota
$71.8K +$306 +1 +0.4%
BAM
948
Bellevue Asset Management
Washington
$69.4K – – –
ZBNA
949
Zions Bancorporation, National Association
Utah
$68.4K +$13.5K +44 +26%
GIA
950
GHP Investment Advisors
Colorado
$67.8K – – –
36 37
38
39 40