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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
951
Riverview Trust Company
Washington
$37.1K – – –
RA
952
Rational Advisors
New York
$36.8K -$2.76K -10 -7%
OWA
953
Opal Wealth Advisors
New York
$36K +$34.5K +125 New
GLR
954
Great Lakes Retirement
Ohio
$33.7K +$32.3K +117 New
GJIA
955
Glass Jacobson Investment Advisors
Maryland
$33.4K – – –
AGWCA
956
Annis Gardner Whiting Capital Advisors
Florida
$33.4K +$12.4K +45 +63%
OIAM
957
OFI Invest Asset Management
France
$31.7K +$32.5K +118 New
CP
958
Castleview Partners
Texas
$31.6K -$5.79K -21 -16%
OP
959
ORG Partners
Indiana
$30.6K +$29.8K +108 New
LWCFA
960
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30.6K – – –
APC
961
Aspire Private Capital
North Carolina
$28.8K – – –
CA
962
Crewe Advisors
Utah
$28.5K -$9.65K -35 -26%
T
963
Tidemark
California
$28.4K +$7.72K +28 +39%
CCMW
964
Cypress Capital Management (Wyoming)
Wyoming
$27.6K – – –
ST
965
Smithfield Trust
Pennsylvania
$27K – – –
VWM
966
Venturi Wealth Management
Texas
$26.2K +$22.6K +82 +911%
TH
967
TCTC Holdings
Texas
$24.7K – – –
WAS
968
Winch Advisory Services
Wisconsin
$24.7K +$276 +1 +1%
MCM
969
MV Capital Management
Maryland
$24.5K +$3.31K +12 +16%
PWMG
970
Prestige Wealth Management Group
New Jersey
$23.9K -$525K -1,905 -96%
MAM
971
Meeder Asset Management
Ohio
$23.9K -$320K -1,161 -93%
SFC
972
Strategic Financial Concepts
Texas
$21.6K +$20.7K +75 New
GKIM
973
GW&K Investment Management
Massachusetts
$20K +$5.51K +20 +40%
SSB
974
Sandy Spring Bank
Maryland
$19.6K -$8.27K -30 -31%
ZB
975
Zions Bancorporation
Utah
$19.3K -$3.58K -13 -16%
37 38
39
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