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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1076
Atlantic Edge Private Wealth Management
Florida
$7.48K -$2.99K -10 -29%
HC
1077
Hoese & Co
Minnesota
$7.48K – – –
HNW
1078
High Note Wealth
Minnesota
$7.18K +$299 +1 +4%
HWM
1079
Hemington Wealth Management
Virginia
$7K -$598 -2 -7%
OAJ
1080
Ogorek Anthony Joseph
New York
$7K +$7.18K +24 New
DF
1081
Dunhill Financial
United Kingdom
$6.88K -$2.39K -8 -26%
HWP
1082
Highline Wealth Partners
California
$6.59K +$3.29K +11 +100%
S
1083
Sachetta
Massachusetts
$6.58K -$299 -1 -4%
Q1WB
1084
Quest 10 Wealth Builders
Virginia
$6.29K – – –
AW
1085
Avion Wealth
Texas
$6K – – –
DIP
1086
DT Investment Partners
Pennsylvania
$5.99K – – –
NSIM
1087
North Star Investment Management
Illinois
$5.99K – – –
AWM
1088
Abound Wealth Management
Tennessee
$5.75K -$2.99K -10 -34%
TWD
1089
True Wealth Design
Ohio
$5.72K +$5.08K +17 +850%
WTA
1090
Washington Trust Advisors
Massachusetts
$5.39K – – –
AIM
1091
Anchor Investment Management
South Carolina
$5.09K – – –
RWM
1092
Raffa Wealth Management
District of Columbia
$5.09K – – –
WA
1093
Whipplewood Advisors
Colorado
$5.09K +$39.5K +132 +357%
MAFA
1094
MJT & Associates Financial Advisory
Minnesota
$4.49K +$4.49K +15 New
IMC
1095
Investment Management Corporation
Virginia
$4.49K – – –
PA
1096
PSI Advisors
Florida
$4.49K – – –
AP
1097
Aspect Partners
Virginia
$4.19K – – –
CHC
1098
City Holding Co
West Virginia
$4.19K +$4.19K +14 New
RTL
1099
Red Tortoise LLC
Georgia
$3.89K – – –
GEA
1100
Glen Eagle Advisors
New Jersey
$3.59K – – –
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