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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
1001
Rossby Financial
Florida
$45.1K +$46.4K +155 New
LI
1002
LRI Investments
Florida
$42.2K – – –
TFA
1003
Toth Financial Advisory
Virginia
$41K -$19.7K -66 -33%
WF
1004
Wayfinding Financial
Washington
$41K +$41.6K +139 New
RTC
1005
Riverview Trust Company
Washington
$38.6K – – –
PAM
1006
Parvin Asset Management
South Dakota
$38.3K – – –
MEG
1007
Millstone Evans Group
Colorado
$37.7K – – –
OP
1008
ORG Partners
Indiana
$36.5K +$4.19K +14 +13%
OWA
1009
Opal Wealth Advisors
New York
$36.2K +$36.2K +121 New
T
1010
Tidemark
California
$36.2K +$5.38K +18 +17%
GJIA
1011
Glass Jacobson Investment Advisors
Maryland
$35.9K – – –
AAG
1012
Armstrong Advisory Group
Massachusetts
$35.3K – – –
AG
1013
AmeriFlex Group
Nevada
$34.7K +$4.79K +16 +16%
LSA
1014
Leonteq Securities AG
Switzerland
$33.5K +$17.6K +59 +111%
CA
1015
Centerpoint Advisors
Massachusetts
$33K – – –
QC
1016
Quent Capital
New York
$32.1K +$5.98K +20 +23%
SWC
1017
Spectrum Wealth Counsel
Indiana
$29.9K +$29.9K +100 New
LWCFA
1018
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.5K – – –
PAS
1019
Point72 Asia (Singapore)
Singapore
$28.7K -$13.8K -46 -32%
CCMW
1020
Cypress Capital Management (Wyoming)
Wyoming
$28.7K – – –
ST
1021
Smithfield Trust
Pennsylvania
$28K – – –
MCM
1022
MV Capital Management
Maryland
$27.5K -$598 -2 -2%
GKIM
1023
GW&K Investment Management
Massachusetts
$26K -$1.5K -5 -5%
TH
1024
TCTC Holdings
Texas
$25.7K – – –
KGP
1025
Keystone Global Partners
Colorado
$23.7K +$23.6K +79 New
39 40
41
42 43