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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HRC
951
Hoertkorn Richard Charles
$107K – – –
FAM
952
Flaharty Asset Management
Florida
$104K +$104K +349 New
BC
953
Bayforest Capital
United Kingdom
$101K +$83.4K +279 +465%
SAM
954
Sherman Asset Management
California
$101K – – –
HDIM
955
Hanson & Doremus Investment Management
Vermont
$101K – – –
PCFFS
956
Pacific Center for Financial Services
California
$101K – – –
JWA
957
JFS Wealth Advisors
Pennsylvania
$96.7K – – –
JFA
958
JNBA Financial Advisors
Minnesota
$96.1K – – –
IAIM
959
International Assets Investment Management
Florida
$95.8K +$6.88K +23 +0.1%
GWSA
960
Global Wealth Strategies & Associates
Colorado
$94.9K – – –
PFPT
961
Pinnacle Financial Partners (Tennessee)
Tennessee
$89.8K – – –
BONH
962
Bank of New Hampshire
New Hampshire
$86.8K -$897 -3 -1%
PFBT
963
Parkside Financial Bank & Trust
Missouri
$85.9K +$8.97K +30 +12%
EWM
964
Evermay Wealth Management
Virginia
$85.6K -$50.5K -169 -37%
HBW
965
Hazlett, Burt & Watson
West Virginia
$85K +$897 +3 +1%
DMBA
966
Deseret Mutual Benefit Administrators
Utah
$80.8K -$11.1K -37 -12%
ABWM
967
Alpine Bank Wealth Management
Colorado
$80.5K +$80.4K +269 New
CA
968
Clearstead Advisors
Ohio
$79.4K +$1.79K +6 +2%
SIA
969
Sit Investment Associates
Minnesota
$76K – – –
BAM
970
Bellevue Asset Management
Washington
$75.5K – – –
HCA
971
Harbor Capital Advisors
Illinois
$75K -$897 -3 -1%
CWC
972
Carolinas Wealth Consulting
North Carolina
$74.8K +$897 +3 +1%
BWAM
973
Boyd Watterson Asset Management
Ohio
$71.8K – – –
CFO
974
CVA Family Office
Colorado
$71.2K +$14.1K +47 +25%
CTC
975
Central Trust Company
Missouri
$70.6K -$2.09K -7 -3%
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