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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
951
International Assets Investment Management
Florida
$88.2K +$8.7M +26,213 New
BONH
952
Bank of New Hampshire
New Hampshire
$87.7K – – –
CAM
953
Creekmur Asset Management
Illinois
$85.1K +$996 +3 +1%
HBW
954
Hazlett, Burt & Watson
West Virginia
$84K +$89.9K +271 +2,710%
BTI
955
Blue Trust Inc
Georgia
$77.6K -$438K -1,321 -84%
CA
956
Clearstead Advisors
Ohio
$77.5K -$2.32K -7 -3%
PFBT
957
Parkside Financial Bank & Trust
Missouri
$77K +$996 +3 +1%
SOW
958
State of Wyoming
Wyoming
$76.7K +$18.9K +57 +29%
SIA
959
Sit Investment Associates
Minnesota
$76K – – –
HCA
960
Harbor Capital Advisors
Illinois
$76K +$34.8K +105 +70%
BAM
961
Bellevue Asset Management
Washington
$75.5K -$2.65K -8 -3%
KIM
962
Kestra Investment Management
Texas
$74.5K +$82.6K +249 New
CWC
963
Carolinas Wealth Consulting
North Carolina
$73.8K -$332 -1 -0.4%
CTC
964
Central Trust Company
Missouri
$72.8K -$664 -2 -0.8%
BWAM
965
Boyd Watterson Asset Management
Ohio
$71.9K – – –
VCM
966
Versant Capital Management
Arizona
$71K +$59.1K +178 +302%
VWM
967
Venturi Wealth Management
Texas
$69.8K +$47.1K +142 +156%
CFS
968
Compass Financial Services
Iowa
$68.2K +$75.7K +228 New
PWM
969
Parkworth Wealth Management
California
$67.3K +$74.7K +225 New
FP
970
Financial Perspectives
Minnesota
$65.4K +$332 +1 +0.5%
ME
971
McIlrath & Eck
Washington
$65.3K – – –
PCTC
972
Perkins Coie Trust Company
Washington
$65.3K – – –
GIA
973
GHP Investment Advisors
Colorado
$63.8K -$2.65K -8 -4%
CAL
974
Capital Analysts LLC
Pennsylvania
$63K -$172K -518 -71%
TFA
975
Toth Financial Advisory
Virginia
$60.8K +$21.9K +66 +48%
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