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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1001
MV Capital Management
Maryland
$23.6K +$1.22K +4 +6%
OCWP
1002
Owl Creek Wealth Partners
Colorado
$23.6K +$1.53K +5 +7%
T
1003
Tidemark
California
$22.7K – – –
SIC
1004
SJS Investment Consulting
Ohio
$22.3K +$7.34K +24 +52%
DWM
1005
Dogwood Wealth Management
Kansas
$21.6K +$8.57K +28 +70%
KAS
1006
Kemnay Advisory Services
New York
$21.3K +$1.22K +4 +6%
WCM
1007
Westend Capital Management
California
$21.2K +$20.5K +67 New
WSCM
1008
Wellington Shields Capital Management
New York
$20.7K – – –
APFP
1009
Action Point Financial Planning
Michigan
$20.7K +$20.2K +66 New
FF
1010
Friedenthal Financial
New Jersey
$19.6K +$306 +1 +2%
DCM
1011
Dorato Capital Management
Colorado
$19.6K – – –
HWP
1012
Highline Wealth Partners
California
$18.8K +$9.79K +32 +119%
SL
1013
Salomon & Ludwin
Virginia
$18.4K – – –
CAL
1014
Capital Analysts LLC
Pennsylvania
$18K -$8.57K -28 -33%
MB
1015
MidFirst Bank
Oklahoma
$17.5K -$477K -1,559 -97%
SWA
1016
SOA Wealth Advisors
New York
$17.2K – – –
S
1017
Sachetta
Massachusetts
$17.2K +$1.22K +4 +8%
HWA
1018
Heritage Wealth Advisors
Virginia
$16.8K +$306 +1 +2%
WTA
1019
Washington Trust Advisors
Massachusetts
$16.6K – – –
CA
1020
Crewe Advisors
Utah
$15.9K +$4.89K +16 +47%
EI
1021
EFG International
$15.3K +$1.84K +6 +14%
TSMHT
1022
Thurston Springer Miller Herd & Titak
Indiana
$15.3K +$1.53K +5 +12%
TCOT
1023
Trust Company of Toledo
Ohio
$15K +$14.1K +46 +4,600%
HNW
1024
High Note Wealth
Minnesota
$14.6K +$1.84K +6 +15%
TWD
1025
True Wealth Design
Ohio
$14.3K +$1.22K +4 +10%
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