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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
976
Hazlett, Burt & Watson
West Virginia
$84K +$888 +3 +1%
DMBA
977
Deseret Mutual Benefit Administrators
Utah
$79.2K – – –
BAM
978
Bellevue Asset Management
Washington
$74K – – –
SA
979
Scarborough Advisors
Maryland
$71.1K +$71.6K +242 New
IAIM
980
International Assets Investment Management
Florida
$70.9K -$24K -81 -0.3%
BWAM
981
Boyd Watterson Asset Management
Ohio
$70.4K – – –
CTC
982
Central Trust Company
Missouri
$69.2K – – –
PWM
983
Parkworth Wealth Management
California
$67.9K +$1.18K +4 +2%
CFS
984
Compass Financial Services
Iowa
$67.3K – – –
CFO
985
CVA Family Office
Colorado
$65.4K -$4.44K -15 -6%
FP
986
Financial Perspectives
Minnesota
$64.8K +$296 +1 +0.5%
CSPIA
987
Cary Street Partners Investment Advisory
Virginia
$64K +$2.37K +8 +4%
PCTC
988
Perkins Coie Trust Company
Washington
$64K – – –
GIA
989
GHP Investment Advisors
Colorado
$62.5K – – –
TWD
990
True Wealth Design
Ohio
$58.7K +$53.6K +181 +953%
NWM
991
Navigoe Wealth Management
California
$58K – – –
HIA
992
Harbor Investment Advisory
Maryland
$55.4K +$44.4K +150 +385%
BGWM
993
Bridge Generations Wealth Management
Florida
$55.2K – – –
OPTFSNA
994
Old Point Trust & Financial Services N A
Virginia
$54.3K – – –
CAL
995
Capital Analysts LLC
Pennsylvania
$53K +$296 +1 +0.6%
SIC
996
Salem Investment Counselors
North Carolina
$52.5K -$2.37K -8 -4%
IAS
997
IMA Advisory Services
Colorado
$52.5K +$296 +1 +0.6%
PWM
998
Puff Wealth Management
New Jersey
$52.3K +$1.18K +4 +2%
AGWCA
999
Annis Gardner Whiting Capital Advisors
Florida
$52.2K +$4.14K +14 +9%
CAL
1000
Capital Advisors Ltd
Ohio
$52K -$3.26K -11 -6%
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