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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
951
Rational Advisors
New York
$36.8K -$2.76K -10 -7%
OWA
952
Opal Wealth Advisors
New York
$36K +$34.5K +125 New
GLR
953
Great Lakes Retirement
Ohio
$33.7K +$32.3K +117 New
GJIA
954
Glass Jacobson Investment Advisors
Maryland
$33.4K – – –
AGWCA
955
Annis Gardner Whiting Capital Advisors
Florida
$33.4K +$12.4K +45 +63%
OIAM
956
OFI Invest Asset Management
France
$31.7K +$32.5K +118 New
CP
957
Castleview Partners
Texas
$31.6K -$5.79K -21 -16%
OP
958
ORG Partners
Indiana
$30.6K +$29.8K +108 New
LWCFA
959
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30.6K – – –
APC
960
Aspire Private Capital
North Carolina
$28.8K – – –
CA
961
Crewe Advisors
Utah
$28.5K -$9.65K -35 -26%
T
962
Tidemark
California
$28.4K +$7.72K +28 +39%
CCMW
963
Cypress Capital Management (Wyoming)
Wyoming
$27.6K – – –
ST
964
Smithfield Trust
Pennsylvania
$27K – – –
VWM
965
Venturi Wealth Management
Texas
$26.2K +$22.6K +82 +911%
TH
966
TCTC Holdings
Texas
$24.7K – – –
WAS
967
Winch Advisory Services
Wisconsin
$24.7K +$276 +1 +1%
MCM
968
MV Capital Management
Maryland
$24.5K +$3.31K +12 +16%
PWMG
969
Prestige Wealth Management Group
New Jersey
$23.9K -$525K -1,905 -96%
MAM
970
Meeder Asset Management
Ohio
$23.9K -$320K -1,161 -93%
SFC
971
Strategic Financial Concepts
Texas
$21.6K +$26.7M +96,646 New
GKIM
972
GW&K Investment Management
Massachusetts
$20K +$5.51K +20 +40%
SSB
973
Sandy Spring Bank
Maryland
$19.6K -$8.27K -30 -31%
ZB
974
Zions Bancorporation
Utah
$19.3K -$3.58K -13 -16%
MSWM
975
Mowery & Schoenfeld Wealth Management
Illinois
$17.8K +$17.1K +62 New
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