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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BONH
976
Bank of New Hampshire
New Hampshire
$85.1K – – –
HBW
977
Hazlett, Burt & Watson
West Virginia
$84K +$888 +3 +1%
DMBA
978
Deseret Mutual Benefit Administrators
Utah
$79.2K – – –
BAM
979
Bellevue Asset Management
Washington
$74K – – –
SA
980
Scarborough Advisors
Maryland
$71.1K +$71.6K +242 New
IAIM
981
International Assets Investment Management
Florida
$70.9K -$24K -81 -0.3%
BWAM
982
Boyd Watterson Asset Management
Ohio
$70.4K – – –
CTC
983
Central Trust Company
Missouri
$69.2K – – –
PWM
984
Parkworth Wealth Management
California
$67.9K +$1.18K +4 +2%
CFS
985
Compass Financial Services
Iowa
$67.3K – – –
CFO
986
CVA Family Office
Colorado
$65.4K -$4.44K -15 -6%
FP
987
Financial Perspectives
Minnesota
$64.8K +$296 +1 +0.5%
CSPIA
988
Cary Street Partners Investment Advisory
Virginia
$64K +$2.37K +8 +4%
PCTC
989
Perkins Coie Trust Company
Washington
$64K – – –
GIA
990
GHP Investment Advisors
Colorado
$62.5K – – –
TWD
991
True Wealth Design
Ohio
$58.7K +$53.6K +181 +953%
NWM
992
Navigoe Wealth Management
California
$58K – – –
HIA
993
Harbor Investment Advisory
Maryland
$55.4K +$44.4K +150 +385%
BGWM
994
Bridge Generations Wealth Management
Florida
$55.2K – – –
OPTFSNA
995
Old Point Trust & Financial Services N A
Virginia
$54.3K – – –
CAL
996
Capital Analysts LLC
Pennsylvania
$53K +$296 +1 +0.6%
SIC
997
Salem Investment Counselors
North Carolina
$52.5K -$2.37K -8 -4%
IAS
998
IMA Advisory Services
Colorado
$52.5K +$296 +1 +0.6%
PWM
999
Puff Wealth Management
New Jersey
$52.3K +$1.18K +4 +2%
AGWCA
1000
Annis Gardner Whiting Capital Advisors
Florida
$52.2K +$4.14K +14 +9%
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