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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1051
Addison Advisors
Vermont
$9.58K – – –
RWM
1052
Rialto Wealth Management
New York
$9.58K +$10.6K +32 New
DF
1053
Dunhill Financial
United Kingdom
$9.41K +$2.65K +8 +35%
WPA
1054
West Paces Advisors
Georgia
$9.28K – – –
HWA
1055
HHM Wealth Advisors
Tennessee
$8.98K +$996 +3 +11%
GWSG
1056
GPS Wealth Strategies Group
Colorado
$8.98K – – –
AWM
1057
Abound Wealth Management
Tennessee
$8.7K -$4.65K -14 -33%
1IA
1058
1620 Investment Advisors
Massachusetts
$8.68K -$664 -2 -6%
HI
1059
Human Investing
Oregon
$8.38K +$9.29K +28 New
NB
1060
NBT Bank
New York
$8.09K -$30.2K -91 -77%
MIM
1061
Manitou Investment Management
Ontario, Canada
$8.09K – – –
HWM
1062
Hemington Wealth Management
Virginia
$8K – – –
CJ
1063
Caitlin John
Michigan
$7.79K -$9.29K -28 -52%
CIA
1064
Cape Investment Advisory
Georgia
$7.49K – – –
HC
1065
Hoese & Co
Minnesota
$7.49K – – –
MSWM
1066
Mowery & Schoenfeld Wealth Management
Illinois
$7.49K +$8.3K +25 New
S
1067
Sachetta
Massachusetts
$6.89K -$996 -3 -12%
FW
1068
Fairway Wealth
Ohio
$6.89K +$7.63K +23 New
HNW
1069
High Note Wealth
Minnesota
$6.89K +$7.63K +23 New
Q1WB
1070
Quest 10 Wealth Builders
Virginia
$6.29K +$6.97K +21 New
AW
1071
Avion Wealth
Texas
$6K +$332 +1 +5%
BBHC
1072
Brown Brothers Harriman & Co
New York
$5.99K – – –
DIP
1073
DT Investment Partners
Pennsylvania
$5.99K – – –
NSIM
1074
North Star Investment Management
Illinois
$5.99K – – –
PFT
1075
Providence First Trust
Arizona
$5.99K +$6.64K +20 New
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