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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
1026
Alpine Bank Wealth Management
Colorado
$27K -$52.4K -177 -66%
TH
1027
TCTC Holdings
Texas
$25.2K – – –
HAP
1028
Harbor Asset Planning
Massachusetts
$25.2K +$25.5K +86 New
MS
1029
Marshall & Sullivan
Washington
$24.6K +$24.9K +84 New
MCM
1030
MV Capital Management
Maryland
$24.1K -$2.96K -10 -11%
KGP
1031
Keystone Global Partners
Colorado
$23.2K – – –
CPG
1032
Cornerstone Planning Group
New Jersey
$21.9K +$296 +1 +1%
PPC
1033
Park Place Capital
Alabama
$20.6K – – –
ME
1034
McIlrath & Eck
Washington
$20K – – –
AUB
1035
Atlantic Union Bankshares
Virginia
$20K +$20.1K +68 New
WSCM
1036
Wellington Shields Capital Management
New York
$19.1K – – –
HNB
1037
Hilltop National Bank
Wyoming
$19.1K +$19.2K +65 New
LSA
1038
Leonteq Securities AG
Switzerland
$18.5K -$14.5K -49 -44%
BFP
1039
Briaud Financial Planning
Texas
$18K +$18.9K +64 New
FF
1040
Friedenthal Financial
New Jersey
$17.9K +$18.1K +61 New
AA
1041
Addison Advisors
Vermont
$17.6K +$8.29K +28 +88%
CBT
1042
CoreFirst Bank & Trust
Kansas
$17.6K +$17.8K +60 New
WBC
1043
West Branch Capital
Massachusetts
$16.7K – – –
CA
1044
Crewe Advisors
Utah
$16.7K +$2.07K +7 +14%
GSWM
1045
Golden State Wealth Management
California
$16.6K +$7.7K +26 +87%
BIA
1046
Bell Investment Advisors
California
$16.1K +$592 +2 +4%
AWM
1047
Activest Wealth Management
Florida
$15.6K +$3.26K +11 +26%
AP
1048
Aspect Partners
Virginia
$15.3K +$11.2K +38 +271%
HWA
1049
Heritage Wealth Advisors
Virginia
$14.8K +$296 +1 +2%
CT
1050
Caldwell Trust
Florida
$14.7K – – –
40 41
42
43 44