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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
951
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$67.7K +$64.2K +210 New
CSP
952
Cary Street Partners
Virginia
$65.6K +$63K +206 New
SWM
953
SHP Wealth Management
Massachusetts
$65.5K +$5.81K +19 +10%
CA
954
CoreCap Advisors
Michigan
$65K -$612 -2 -1%
AIS
955
Advocate Investing Services
Maryland
$63.7K -$8.26K -27 -12%
AT
956
Avalon Trust
New Mexico
$63.3K – – –
NWM
957
Navigoe Wealth Management
California
$63K – – –
BWA
958
Basecamp Wealth Advisors
Washington
$62.1K – – –
CFO
959
CVA Family Office
Colorado
$61.8K -$7.04K -23 -11%
PWPS
960
Pinnacle Wealth Planning Services
Ohio
$61.4K +$2.45K +8 +4%
WAS
961
Winch Advisory Services
Wisconsin
$60.6K +$306 +1 +0.5%
HFM
962
Harvest Fund Management
China
$60K +$58.1K +190 New
TWC
963
TD Waterhouse Canada
Ontario, Canada
$58.5K -$9.48K -31 -15%
C
964
Covestor
United Kingdom
$54K -$11K -36 -18%
DAM
965
Delta Asset Management
Tennessee
$53.5K – – –
CT
966
Caldwell Trust
Florida
$49.3K -$32.1K -105 -40%
RF
967
Rossby Financial
Florida
$49.3K +$918 +3 +2%
SGK
968
Steigerwald Gordon & Koch
Virginia
$49K +$43.8K +143 +1,300%
PPC
969
Park Place Capital
Alabama
$48.7K +$34.6K +113 +283%
RDFA
970
Ritter Daniher Financial Advisory
Ohio
$47.7K -$33.3K -109 -42%
KC
971
Knuff & Co
California
$46.5K – – –
HNB
972
Hilltop National Bank
Wyoming
$46.2K -$4.59K -15 -9%
GKIM
973
GW&K Investment Management
Massachusetts
$45K +$8.87K +29 +26%
LI
974
LRI Investments
Florida
$44.9K – – –
SC
975
SouthState Corp
Florida
$43.9K +$2.14K +7 +5%
37 38
39
40 41