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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
951
Caldwell Trust
Florida
$75.1K +$60.3K +210 +420%
CSPIA
952
Cary Street Partners Investment Advisory
Virginia
$74.8K +$11.8K +41 +19%
BAM
953
Bellevue Asset Management
Washington
$72.9K – – –
SA
954
Scarborough Advisors
Maryland
$70.8K +$861 +3 +1%
BWAM
955
Boyd Watterson Asset Management
Ohio
$69.3K – – –
SWM
956
Spire Wealth Management
Virginia
$68.9K -$33K -115 -32%
CTC
957
Central Trust Company
Missouri
$68.2K – – –
CFS
958
Compass Financial Services
Iowa
$66.5K +$287 +1 +0.4%
FP
959
Financial Perspectives
Minnesota
$64.1K +$287 +1 +0.5%
GIA
960
GHP Investment Advisors
Colorado
$61.5K – – –
SIC
961
Salem Investment Counselors
North Carolina
$60.4K +$8.61K +30 +17%
SIC
962
SJS Investment Consulting
Ohio
$60.4K +$60K +209 New
AG
963
AmeriFlex Group
Nevada
$58.3K +$29.3K +102 +102%
AT
964
Avalon Trust
New Mexico
$58.1K +$57.7K +201 New
NWM
965
Navigoe Wealth Management
California
$57K – – –
HIA
966
Harbor Investment Advisory
Maryland
$56.4K +$1.72K +6 +3%
CFO
967
CVA Family Office
Colorado
$55.5K -$8.9K -31 -14%
BGWM
968
Bridge Generations Wealth Management
Florida
$54.3K – – –
OPTFSNA
969
Old Point Trust & Financial Services N A
Virginia
$53.4K – – –
GSWM
970
Golden State Wealth Management
California
$52.5K +$35.9K +125 +223%
CAL
971
Capital Analysts LLC
Pennsylvania
$52K -$287 -1 -0.6%
CAL
972
Capital Advisors Ltd
Ohio
$51K – – –
DAM
973
Delta Asset Management
Tennessee
$48.5K – – –
T
974
TOBAM
France
$48K – – –
RF
975
Rossby Financial
Florida
$47.4K – – –
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