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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
926
Bellevue Asset Management
Washington
$59K – – –
CFO
927
CVA Family Office
Colorado
$58.8K +$13.8K +48 +28%
TWC
928
TD Waterhouse Canada
Ontario, Canada
$58.5K +$34.1K +119 +128%
GIA
929
GHP Investment Advisors
Colorado
$57.7K – – –
CA
930
CoreCap Advisors
Michigan
$55.8K -$1.43K -5 -2%
C
931
Covestor
United Kingdom
$55K -$57.1K -199 -49%
NWM
932
Navigoe Wealth Management
California
$54K – – –
AT
933
Avalon Trust
New Mexico
$53.9K – – –
BWA
934
Basecamp Wealth Advisors
Washington
$52.8K – – –
WAS
935
Winch Advisory Services
Wisconsin
$51.1K +$573 +2 +1%
SWM
936
SHP Wealth Management
Massachusetts
$50.6K +$2.01K +7 +4%
PWPS
937
Pinnacle Wealth Planning Services
Ohio
$50.1K -$9.18K -32 -15%
OPTFSNA
938
Old Point Trust & Financial Services N A
Virginia
$50.1K – – –
PF
939
PlanVest Financial
Maryland
$47.9K +$50.8K +177 New
ZBNA
940
Zions Bancorporation, National Association
Utah
$46.3K -$189K -659 -79%
IAIM
941
International Assets Investment Management
Florida
$46.1K +$7.48M +26,074 New
DAM
942
Delta Asset Management
Tennessee
$45.5K – – –
OWA
943
Opal Wealth Advisors
New York
$45.5K +$48.2K +168 New
HNB
944
Hilltop National Bank
Wyoming
$43.3K +$27.2K +95 +146%
RF
945
Rossby Financial
Florida
$42K -$6.88K -24 -14%
KC
946
Knuff & Co
California
$39.5K – – –
WETS
947
Wealth Enhancement Trust Services
South Dakota
$38.5K +$4.88K +17 +14%
LI
948
LRI Investments
Florida
$38.2K – – –
TFA
949
Toth Financial Advisory
Virginia
$37.1K – – –
WSFG
950
Wall Street Financial Group
Illinois
$36K +$38.1K +133 New
36 37
38
39 40