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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
926
Evermay Wealth Management
Virginia
$117K +$23K +80 +25%
PK
927
Pflug Koory
Nebraska
$115K – – –
SIM
928
Sentry Investment Management
Wisconsin
$114K -$18.7K -65 -14%
WTC
929
WhitTier Trust Company
Nevada
$110K +$287 +1 +0.3%
BAM
930
Byrne Asset Management
New Jersey
$109K – – –
CSB
931
City State Bank
Iowa
$106K – – –
AAS
932
Ameritas Advisory Services
Nebraska
$105K -$18.7K -65 -15%
TWD
933
True Wealth Design
Ohio
$105K +$46.8K +163 +82%
HRC
934
Hoertkorn Richard Charles
$103K – – –
AUB
935
Atlantic Union Bankshares
Virginia
$102K +$81.8K +285 +419%
DWS
936
Dynamic Wealth Strategies
California
$100K +$6.31K +22 +7%
HDIM
937
Hanson & Doremus Investment Management
Vermont
$98K – – –
SAM
938
Sherman Asset Management
California
$97.6K – – –
PCFFS
939
Pacific Center for Financial Services
California
$97.1K – – –
PPA
940
Painted Porch Advisors
California
$96.2K – – –
JWA
941
JFS Wealth Advisors
Pennsylvania
$93.3K – – –
JFA
942
JNBA Financial Advisors
Minnesota
$92.7K – – –
GWSA
943
Global Wealth Strategies & Associates
Colorado
$92.7K +$1.15K +4 +1%
PFBT
944
Parkside Financial Bank & Trust
Missouri
$85.5K -$4.02K -14 -5%
HBW
945
Hazlett, Burt & Watson
West Virginia
$84K +$574 +2 +0.7%
SSG
946
Summit Securities Group
New York
$78.6K +$47.6K +166 +157%
IAS
947
IMA Advisory Services
Colorado
$78.3K +$26.4K +92 +51%
BONH
948
Bank of New Hampshire
New Hampshire
$78K -$5.74K -20 -7%
DMBA
949
Deseret Mutual Benefit Administrators
Utah
$78K – – –
AIC
950
Archer Investment Corporation
Indiana
$77.1K -$189K -660 -71%
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