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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
951
City State Bank
Iowa
$110K -$4.49K -15 -4%
PPA
952
Painted Porch Advisors
California
$109K -$5.08K -17 -4%
HRC
953
Hoertkorn Richard Charles
$107K – – –
FAM
954
Flaharty Asset Management
Florida
$104K +$104K +349 New
BC
955
Bayforest Capital
United Kingdom
$101K +$83.4K +279 +465%
SAM
956
Sherman Asset Management
California
$101K – – –
HDIM
957
Hanson & Doremus Investment Management
Vermont
$101K – – –
PCFFS
958
Pacific Center for Financial Services
California
$101K – – –
JWA
959
JFS Wealth Advisors
Pennsylvania
$96.7K – – –
JFA
960
JNBA Financial Advisors
Minnesota
$96.1K – – –
IAIM
961
International Assets Investment Management
Florida
$95.8K +$6.88K +23 +0.1%
GWSA
962
Global Wealth Strategies & Associates
Colorado
$94.9K – – –
PFPT
963
Pinnacle Financial Partners (Tennessee)
Tennessee
$89.8K – – –
BONH
964
Bank of New Hampshire
New Hampshire
$86.8K -$897 -3 -1%
PFBT
965
Parkside Financial Bank & Trust
Missouri
$85.9K +$8.97K +30 +12%
EWM
966
Evermay Wealth Management
Virginia
$85.6K -$50.5K -169 -37%
HBW
967
Hazlett, Burt & Watson
West Virginia
$85K +$897 +3 +1%
DMBA
968
Deseret Mutual Benefit Administrators
Utah
$80.8K -$11.1K -37 -12%
ABWM
969
Alpine Bank Wealth Management
Colorado
$80.5K +$80.4K +269 New
CA
970
Clearstead Advisors
Ohio
$79.4K +$1.79K +6 +2%
SIA
971
Sit Investment Associates
Minnesota
$76K – – –
BAM
972
Bellevue Asset Management
Washington
$75.5K – – –
HCA
973
Harbor Capital Advisors
Illinois
$75K -$897 -3 -1%
CWC
974
Carolinas Wealth Consulting
North Carolina
$74.8K +$897 +3 +1%
BWAM
975
Boyd Watterson Asset Management
Ohio
$71.8K – – –
37 38
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