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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1051
Activest Wealth Management
Florida
$12.6K +$12.6K +42 New
TC
1052
Trust Company
Kansas
$12K -$23K -77 -66%
PSFG
1053
Park Square Financial Group
Georgia
$12K – – –
DF
1054
DecisionPoint Financial
Arizona
$11.7K – – –
HIA
1055
Harbor Investment Advisory
Maryland
$11.7K – – –
RWM
1056
Rialto Wealth Management
New York
$11.4K +$1.79K +6 +19%
FFO
1057
Fortitude Family Office
Arizona
$11.1K – – –
FMP
1058
Financial Management Professionals
Texas
$10.8K +$897 +3 +9%
PA
1059
Pineridge Advisors
Missouri
$10.5K – – –
FA
1060
Financial Avengers
California
$10.4K +$299 +1 +3%
AA
1061
Addison Advisors
Vermont
$9.58K – – –
WPA
1062
West Paces Advisors
Georgia
$9.28K – – –
GSWM
1063
Golden State Wealth Management
California
$9.19K -$2.09K -7 -19%
GWSG
1064
GPS Wealth Strategies Group
Colorado
$8.98K – – –
CIAS
1065
CBIZ Investment Advisory Services
Ohio
$8.98K +$7.18K +24 +400%
KHC
1066
Koesten Hirschmann & Crabtree
Kansas
$8.98K +$8.97K +30 New
1IA
1067
1620 Investment Advisors
Massachusetts
$8.68K – – –
FHA
1068
First Horizon Advisors
Tennessee
$8.68K +$8.37K +28 +2,800%
BDPWM
1069
Barnes Dennig Private Wealth Management
Ohio
$8.38K +$8.37K +28 New
HWA
1070
HHM Wealth Advisors
Tennessee
$8.08K -$897 -3 -10%
MIM
1071
Manitou Investment Management
Ontario, Canada
$8.08K – – –
NB
1072
NBT Bank
New York
$8.08K – – –
BWL
1073
Bogart Wealth LLC
Virginia
$7.78K +$2.09K +7 +37%
AEPWM
1074
Atlantic Edge Private Wealth Management
Florida
$7.48K -$2.99K -10 -29%
HC
1075
Hoese & Co
Minnesota
$7.48K – – –
41 42
43
44 45