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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
926
Ritter Daniher Financial Advisory
Ohio
$66.8K +$63.8K +228 +786%
FC
927
Fairscale Capital
New Hampshire
$65.7K +$70.8K +253 New
SWM
928
Spire Wealth Management
Virginia
$65.5K +$3.92K +14 +6%
SA
929
Scarborough Advisors
Maryland
$64.3K +$839 +3 +1%
BWAM
930
Boyd Watterson Asset Management
Ohio
$62.3K – – –
CTC
931
Central Trust Company
Missouri
$61.2K – – –
SSG
932
Summit Securities Group
New York
$60.7K -$10.6K -38 -14%
AIS
933
Advocate Investing Services
Maryland
$58.9K +$63.5K +227 New
FP
934
Financial Perspectives
Minnesota
$57.9K +$280 +1 +0.5%
DE
935
DV Equities
Illinois
$57.1K +$61.6K +220 New
BAM
936
Bellevue Asset Management
Washington
$56.5K -$9.79K -35 -14%
PWPS
937
Pinnacle Wealth Planning Services
Ohio
$56.3K +$60.7K +217 New
GIA
938
GHP Investment Advisors
Colorado
$55.3K – – –
CA
939
CoreCap Advisors
Michigan
$54.8K -$99.9K -357 -63%
AT
940
Avalon Trust
New Mexico
$51.6K -$560 -2 -1%
EP
941
Essential Partners
California
$51.4K -$302K -1,081 -85%
HIA
942
Harbor Investment Advisory
Maryland
$51.2K +$560 +2 +1%
NWM
943
Navigoe Wealth Management
California
$51K – – –
BWA
944
Basecamp Wealth Advisors
Washington
$50.6K +$54.6K +195 New
CAL
945
Capital Analysts LLC
Pennsylvania
$49K +$2.24K +8 +4%
BGWM
946
Bridge Generations Wealth Management
Florida
$48.8K – – –
WAS
947
Winch Advisory Services
Wisconsin
$48.4K +$9.23K +33 +21%
OPTFSNA
948
Old Point Trust & Financial Services N A
Virginia
$48K – – –
SWM
949
SHP Wealth Management
Massachusetts
$46.7K +$50.4K +180 New
RF
950
Rossby Financial
Florida
$45.7K +$3.64K +13 +8%
36 37
38
39 40