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PSA

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