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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
951
Cassady Schiller Wealth Management
Ohio
$5.84K +$5.83K +20 New
KFI
952
Key Financial Inc
Pennsylvania
$5.55K +$4.37K +15 +375%
RWM
953
Raffa Wealth Management
District of Columbia
$4.96K – – –
WWP
954
WR Wealth Planners
Missouri
$4.09K +$3.5K +12 +600%
BG
955
Bollard Group
Massachusetts
$4K +$4.37K +15 New
AWM
956
Atticus Wealth Management
Florida
$3.5K – – –
GEA
957
Glen Eagle Advisors
New Jersey
$3.5K – – –
GI
958
GS Investments
Minnesota
$3.21K – – –
JGIA
959
Jackson Grant Investment Advisers
Connecticut
$3.21K – – –
CPG
960
Cornerstone Planning Group
New Jersey
$3.21K +$3.21K +11 New
IFAM
961
Institutional & Family Asset Management
Colorado
$3.21K +$3.21K +11 New
WTA
962
Washington Trust Advisors
Massachusetts
$3.21K +$3.21K +11 New
AW
963
Avion Wealth
Texas
$3K +$3.5K +12 +400%
EBA
964
Eagle Bay Advisors
New York
$2.92K -$583 -2 -17%
TCA
965
Trifecta Capital Advisors
Illinois
$2.63K – – –
MA
966
MCF Advisors
Kentucky
$2.34K – – –
ACA
967
Atlas Capital Advisors
Wyoming
$2.33K -$134K -460 -98%
CCA
968
Column Capital Advisors
Indiana
$2.33K – – –
TFM
969
TFC Financial Management
Massachusetts
$2.04K +$291 +1 +17%
AP
970
Arlington Partners
Alabama
$2.04K – – –
RA
971
Rise Advisors
New York
$1.57K – – –
SWA
972
SOA Wealth Advisors
New York
$1.46K – – –
YDMI
973
Y.D. More Investments
Israel
$1.17K – – –
VCM
974
Versant Capital Management
Arizona
$1.17K +$583 +2 +100%
PA
975
PSI Advisors
Florida
$1.17K +$1.17K +4 New
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