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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1051
Fairman Group
Pennsylvania
$4.41K +$4.76K +17 New
MSWM
1052
Mowery & Schoenfeld Wealth Management
Illinois
$4.41K +$4.76K +17 New
AWM
1053
Abound Wealth Management
Tennessee
$4.21K – – –
SL
1054
Salomon & Ludwin
Virginia
$4.17K -$32.2K -115 -88%
AP
1055
Aspect Partners
Virginia
$4.15K -$10.1K -36 -69%
MAFA
1056
MJT & Associates Financial Advisory
Minnesota
$3.89K – – –
RFP
1057
Root Financial Partners
California
$3.63K -$280 -1 -7%
CFM
1058
Cornerstone Financial Management
Massachusetts
$3.63K +$3.92K +14 New
RTL
1059
Red Tortoise LLC
Georgia
$3.37K – – –
CT
1060
Clearstead Trust
Maine
$2.85K -$2.52K -9 -45%
KG
1061
Kilter Group
New York
$2.85K -$1.12K -4 -27%
SGK
1062
Steigerwald Gordon & Koch
Virginia
$2.85K – – –
CIAS
1063
CBIZ Investment Advisory Services
Ohio
$2.6K -$1.68K -6 -38%
FGA
1064
Fortis Group Advisors
New Jersey
$2.6K – – –
JSAM
1065
J. Safra Asset Management
New York
$2.6K – – –
SC
1066
Swan Capital
Florida
$2.6K – – –
LB
1067
Legacy Bridge
Iowa
$2.08K – – –
PP
1068
PFS Partners
New Jersey
$2.08K – – –
ACA
1069
Atlas Capital Advisors
Wyoming
$2.08K +$2.24K +8 New
CMP
1070
Coston McIsaac & Partners
Maine
$2K – – –
HWP
1071
Highline Wealth Partners
California
$1.57K -$1.4K -5 -45%
TFM
1072
TFC Financial Management
Massachusetts
$1.56K -$560 -2 -25%
PWA
1073
Principia Wealth Advisory
Texas
$1.56K +$280 +1 +20%
WWA
1074
Wealth Watch Advisors
Colorado
$1.3K -$31.6K -113 -96%
BDPWM
1075
Barnes Dennig Private Wealth Management
Ohio
$1.3K -$4.48K -16 -76%
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