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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1001
SOA Wealth Advisors
New York
$14K – – –
GA
1002
GoalVest Advisory
New York
$14K +$15.1K +54 New
HWA
1003
Heritage Wealth Advisors
Virginia
$13.4K +$280 +1 +2%
SR
1004
Swiss Re
Switzerland
$13.2K +$14.3K +51 New
PPL
1005
Planning Project LLC
Texas
$12.7K +$13.7K +49 New
BGAI
1006
Bruce G. Allen Investments
Colorado
$12.5K – – –
TC
1007
Truvestments Capital
Florida
$12.2K – – –
ADL
1008
Asset Dedication LLC
California
$11.7K -$10.6K -38 -46%
AWM
1009
Activest Wealth Management
Florida
$11.4K -$5.6K -20 -31%
WTA
1010
Washington Trust Advisors
Massachusetts
$11.4K +$3.36K +12 +38%
DF
1011
DecisionPoint Financial
Arizona
$10.6K – – –
PPC
1012
Park Place Capital
Alabama
$10.4K – – –
OC
1013
Oakworth Capital
Alabama
$9.86K +$10.6K +38 New
AA
1014
Addison Advisors
Vermont
$9.6K -$1.96K -7 -16%
FFO
1015
Fortitude Family Office
Arizona
$9.6K – – –
FA
1016
Financial Avengers
California
$9.27K +$280 +1 +3%
HNW
1017
High Note Wealth
Minnesota
$9.08K +$2.8K +10 +40%
CA
1018
Crewe Advisors
Utah
$8.82K -$5.6K -20 -37%
HHMI
1019
Howard Hughes Medical Institute
Maryland
$8.82K – – –
RWM
1020
Rialto Wealth Management
New York
$8.82K – – –
BIA
1021
Bell Investment Advisors
California
$8.56K -$2.24K -8 -20%
VWWMG
1022
Vermillion & White Wealth Management Group
Pennsylvania
$8.56K +$9.23K +33 New
OAJ
1023
Ogorek Anthony Joseph
New York
$8K +$1.68K +6 +22%
MCA
1024
McGuire Capital Advisors
Oklahoma
$7.54K +$8.11K +29 New
1IA
1025
1620 Investment Advisors
Massachusetts
$7.53K – – –
39 40
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42 43