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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1026
Atlantic Edge Private Wealth Management
Florida
$6.77K – – –
TC
1027
Trust Company
Kansas
$6.77K – – –
CFSG
1028
Community Financial Services Group
Vermont
$6.63K +$6.88K +24 New
VR
1029
Vision Retirement
New Jersey
$6.5K – – –
FCAS
1030
First Command Advisory Services
Texas
$6.5K +$6.88K +24 New
RWM
1031
Raffa Wealth Management
District of Columbia
$6.23K – – –
CFM
1032
Cornerstone Financial Management
Massachusetts
$5.96K +$2.29K +8 +57%
Q1WB
1033
Quest 10 Wealth Builders
Virginia
$5.69K – – –
DIP
1034
DT Investment Partners
Pennsylvania
$5.42K – – –
CMA
1035
Cedar Mountain Advisors
Oregon
$5.42K +$4.59K +16 +400%
FMP
1036
Financial Management Professionals
Texas
$4.88K -$860 -3 -14%
MSG
1037
Main Street Group
Virginia
$4.81K +$5.16K +18 New
AIM
1038
Anchor Investment Management
South Carolina
$4.61K – – –
WWM
1039
Wolff Wiese Magana
California
$4.61K – – –
BA
1040
Ballast Advisors
Minnesota
$4.61K +$4.88K +17 New
AP
1041
Aspect Partners
Virginia
$4.33K – – –
MAFA
1042
MJT & Associates Financial Advisory
Minnesota
$3.52K -$573 -2 -13%
RTL
1043
Red Tortoise LLC
Georgia
$3.52K – – –
HBW
1044
Hazlett, Burt & Watson
West Virginia
$3K -$98.1K -342 -97%
EP
1045
Essential Partners
California
$2.98K -$53.6K -187 -94%
DF
1046
DecisionPoint Financial
Arizona
$2.98K -$8.6K -30 -73%
LSA
1047
Leonteq Securities AG
Switzerland
$2.98K -$2.29K -8 -42%
KG
1048
Kilter Group
New York
$2.98K – – –
SGK
1049
Steigerwald Gordon & Koch
Virginia
$2.98K – – –
MAM
1050
Marquette Asset Management
Minnesota
$2.98K +$3.15K +11 New
40 41
42
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