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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
1076
Highline Wealth Partners
California
$3.19K -$2.01K -7 -39%
SGK
1077
Steigerwald Gordon & Koch
Virginia
$3.18K +$3.16K +11 New
GA
1078
Guerra Advisors
Florida
$2.92K +$2.87K +10 New
SC
1079
Swan Capital
Florida
$2.89K -$2.87K -10 -50%
FGA
1080
Fortis Group Advisors
New Jersey
$2.89K – – –
JSAM
1081
J. Safra Asset Management
New York
$2.89K +$2.87K +10 New
RIM
1082
Rakuten Investment Management
Japan
$2.81K +$71.8K +250 New
TCA
1083
Trifecta Capital Advisors
Illinois
$2.6K – – –
MA
1084
Montag & Associates
Georgia
$2.6K +$2.58K +9 New
LB
1085
Legacy Bridge
Iowa
$2.31K – – –
TFM
1086
TFC Financial Management
Massachusetts
$2.31K – – –
PP
1087
PFS Partners
New Jersey
$2.31K +$2.3K +8 New
CMP
1088
Coston McIsaac & Partners
Maine
$2K +$2.3K +8 New
CCM
1089
Cloud Capital Management
Washington
$2K +$2.58K +9 New
BI
1090
Binnacle Investments
Iowa
$1.73K +$1.15K +4 +200%
TCB
1091
Texas Capital Bancshares
Texas
$1.73K +$1.72K +6 New
AFG
1092
Albion Financial Group
Utah
$1.45K – – –
TSMHT
1093
Thurston Springer Miller Herd & Titak
Indiana
$1.44K -$157K -546 -99%
CAC
1094
Core Alternative Capital
Georgia
$1.44K – – –
PWA
1095
Principia Wealth Advisory
Texas
$1.44K – – –
NL
1096
NVWM LLC
Pennsylvania
$1.44K +$287 +1 +25%
NWM
1097
Nova Wealth Management
Florida
$1.17K -$1.15K -4 -50%
KFI
1098
Key Financial Inc
Pennsylvania
$1.16K – – –
PWMG
1099
Private Wealth Management Group
New Jersey
$1.16K – – –
LWMI
1100
Legacy Wealth Management (Idaho)
Idaho
$1.16K +$1.15K +4 New
42 43
44
45 46