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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1001
IMA Advisory Services
Colorado
$64.8K +$57.8K +178 New
OA
1002
Operose Advisors
Wisconsin
$62.6K +$51.9K +160 +1,333%
DAM
1003
Delta Asset Management
Tennessee
$61.9K – – –
PFA
1004
Pathway Financial Advisers
Indiana
$60.9K -$325 -1 -0.6%
PCM
1005
Perritt Capital Management
Illinois
$56.7K +$325 +1 +0.6%
FIM
1006
FWL Investment Management
Texas
$56.4K +$35.7K +110 +244%
HCA
1007
Harbor Capital Advisors
Illinois
$55K +$48.7K +150 New
BFPW
1008
BOK Financial Private Wealth
Colorado
$51.7K +$46.1K +142 New
CLOS
1009
Compagnie Lombard Odier SCmA
Switzerland
$50.2K +$44.8K +138 New
TFA
1010
Toth Financial Advisory
Virginia
$49.9K – – –
RTC
1011
Riverview Trust Company
Washington
$48K +$974 +3 +2%
LI
1012
LRI Investments
Florida
$46.8K -$974 -3 -2%
AAG
1013
Armstrong Advisory Group
Massachusetts
$42.9K -$19.5K -60 -34%
NB
1014
NBT Bank
New York
$42.9K +$38.3K +118 New
GJIA
1015
Glass Jacobson Investment Advisors
Maryland
$42.2K – – –
AGWCA
1016
Annis Gardner Whiting Capital Advisors
Florida
$40.8K -$1.3K -4 -3%
EC
1017
Elequin Capital
New York
$40K +$35.7K +110 New
CA
1018
Centerpoint Advisors
Massachusetts
$40K -$49.7K -153 -58%
RA
1019
Rational Advisors
New York
$39.7K -$6.17K -19 -15%
OP
1020
ORG Partners
Indiana
$39.3K – – –
ATS
1021
Ashton Thomas Securities
New York
$37.8K +$33.8K +104 New
CP
1022
Castleview Partners
Texas
$37.6K -$2.27K -7 -6%
T
1023
Tidemark
California
$37.1K +$974 +3 +3%
APC
1024
Aspire Private Capital
North Carolina
$36.4K – – –
CA
1025
Crewe Advisors
Utah
$36K – – –
39 40
41
42 43