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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
951
Armstrong Advisory Group
Massachusetts
$36K -$9.55K -36 -23%
GJIA
952
Glass Jacobson Investment Advisors
Maryland
$35.4K – – –
TCWA
953
Turtle Creek Wealth Advisors
Texas
$35.4K +$30.8K +116 New
CA
954
Centerpoint Advisors
Massachusetts
$35K +$30.8K +116 New
PO
955
Private Ocean
California
$33.9K +$28.9K +109 +5,450%
FWM
956
Focused Wealth Management
New York
$32.3K – – –
SIS
957
Strategic Investment Solutions
Illinois
$32.3K +$28.1K +106 New
EC
958
EdgeRock Capital
Colorado
$31.7K +$30K +113 New
CSC
959
Caldwell Sutter Capital
California
$31.4K – – –
APC
960
Aspire Private Capital
North Carolina
$30.5K -$11.7K -44 -31%
GFPC
961
Global Financial Private Client
Florida
$30.5K – – –
AA
962
Ancora Advisors
Ohio
$30.5K +$13.3K +50 +100%
CWAF
963
Core Wealth Advisors (Florida)
Florida
$30.5K +$26.5K +100 New
SSB
964
Sandy Spring Bank
Maryland
$29.9K -$1.33K -5 -5%
CCMW
965
Cypress Capital Management (Wyoming)
Wyoming
$29.3K – – –
LI
966
Louisbourg Investments
New Brunswick, Canada
$29.3K +$25.5K +96 New
ST
967
Smithfield Trust
Pennsylvania
$29K – – –
LWCFA
968
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28.3K – – –
TH
969
TCTC Holdings
Texas
$26.2K – – –
ZB
970
Zions Bancorporation
Utah
$26.2K +$1.06K +4 +5%
EWA
971
EverSource Wealth Advisors
Alabama
$25.9K +$11.7K +44 +107%
BBHC
972
Brown Brothers Harriman & Co
New York
$25.9K – – –
WAS
973
Winch Advisory Services
Wisconsin
$25.6K +$265 +1 +1%
PWMG
974
Prestige Wealth Management Group
New Jersey
$25.3K -$8.49K -32 -28%
DMBA
975
Deseret Mutual Benefit Administrators
Utah
$23.2K -$79.9K -301 -80%
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