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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
951
Navigoe Wealth Management
California
$63K – – –
BWA
952
Basecamp Wealth Advisors
Washington
$62.1K – – –
CFO
953
CVA Family Office
Colorado
$61.8K -$7.04K -23 -11%
PWPS
954
Pinnacle Wealth Planning Services
Ohio
$61.4K +$2.45K +8 +4%
WAS
955
Winch Advisory Services
Wisconsin
$60.6K +$306 +1 +0.5%
HFM
956
Harvest Fund Management
China
$60K +$58.1K +190 New
TWC
957
TD Waterhouse Canada
Ontario, Canada
$58.5K -$9.48K -31 -15%
C
958
Covestor
United Kingdom
$54K -$11K -36 -18%
DAM
959
Delta Asset Management
Tennessee
$53.5K – – –
CT
960
Caldwell Trust
Florida
$49.3K -$32.1K -105 -40%
RF
961
Rossby Financial
Florida
$49.3K +$918 +3 +2%
SGK
962
Steigerwald Gordon & Koch
Virginia
$49K +$43.8K +143 +1,300%
PPC
963
Park Place Capital
Alabama
$48.7K +$34.6K +113 +283%
RDFA
964
Ritter Daniher Financial Advisory
Ohio
$47.7K -$33.3K -109 -42%
KC
965
Knuff & Co
California
$46.5K – – –
HNB
966
Hilltop National Bank
Wyoming
$46.2K -$4.59K -15 -9%
GKIM
967
GW&K Investment Management
Massachusetts
$45K +$8.87K +29 +26%
LI
968
LRI Investments
Florida
$44.9K – – –
SC
969
SouthState Corp
Florida
$43.9K +$2.14K +7 +5%
FAM
970
Fulcrum Asset Management
United Kingdom
$43.8K – – –
TFA
971
Toth Financial Advisory
Virginia
$43.6K – – –
OP
972
Oslo Pensjonsforsikring
$41.4K +$39.8K +130 New
JFA
973
JNBA Financial Advisors
Minnesota
$41.1K +$918 +3 +2%
MEG
974
Millstone Evans Group
Colorado
$41.1K +$918 +3 +2%
PAM
975
Parvin Asset Management
South Dakota
$40.7K – – –
37 38
39
40 41