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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
1051
Bruce G. Allen Investments
Colorado
$14.1K -$2.37K -8 -14%
CWM
1052
Centricity Wealth Management
Ohio
$14.1K – – –
AW
1053
Avion Wealth
Texas
$13K +$7.11K +24 +104%
DF
1054
DecisionPoint Financial
Arizona
$12.2K +$592 +2 +5%
PSFG
1055
Park Square Financial Group
Georgia
$11.7K – – –
GEA
1056
Glen Eagle Advisors
New Jersey
$11.7K +$8.29K +28 +233%
TPWA
1057
Twin Peaks Wealth Advisors
California
$11.6K +$12.1K +41 New
AP
1058
Atwood & Palmer
Missouri
$11.4K +$11.5K +39 New
RWM
1059
Rialto Wealth Management
New York
$11.2K – – –
WOSD
1060
WFA of San Diego
California
$11.2K +$11.2K +38 New
FFO
1061
Fortitude Family Office
Arizona
$10.9K – – –
PA
1062
Pineridge Advisors
Missouri
$10.3K – – –
FA
1063
Financial Avengers
California
$10.3K – – –
VNA
1064
Valley National Advisers
Pennsylvania
$10K -$5.63K -19 -35%
HHMI
1065
Howard Hughes Medical Institute
Maryland
$9.98K +$10.1K +34 New
SC
1066
Solstein Capital
California
$9.68K +$9.77K +33 New
FMP
1067
Financial Management Professionals
Texas
$9.1K -$1.48K -5 -14%
GWSG
1068
GPS Wealth Strategies Group
Colorado
$8.8K – – –
WTA
1069
Washington Trust Advisors
Massachusetts
$8.8K +$3.55K +12 +67%
DWM
1070
Dogwood Wealth Management
Kansas
$8.72K +$5.92K +20 +200%
1IA
1071
1620 Investment Advisors
Massachusetts
$8.51K – – –
TC
1072
Trust Company
Kansas
$8.22K -$3.55K -12 -30%
HWA
1073
HHM Wealth Advisors
Tennessee
$7.92K – – –
MIM
1074
Manitou Investment Management
Ontario, Canada
$7.92K – – –
NB
1075
NBT Bank
New York
$7.92K – – –
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