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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1101
Clearstead Trust
Maine
$3.29K – – –
KA
1102
Kozak & Associates
Colorado
$3.18K – – –
MDA
1103
Minot DeBlois Advisors
Massachusetts
$2.99K -$2.09K -7 -41%
FGA
1104
Fortis Group Advisors
New Jersey
$2.99K – – –
DWM
1105
Dogwood Wealth Management
Kansas
$2.99K +$2.99K +10 New
HFS
1106
Hughes Financial Services
Virginia
$2.99K +$2.99K +10 New
KIM
1107
Kestra Investment Management
Texas
$2.69K -$71.8K -240 -96%
TFM
1108
TFC Financial Management
Massachusetts
$2.69K – – –
TCA
1109
Trifecta Capital Advisors
Illinois
$2.69K – – –
BWM
1110
Bernard Wealth Management
Michigan
$2.69K +$2.69K +9 New
LB
1111
Legacy Bridge
Iowa
$2.4K -$17.6K -59 -88%
ACA
1112
Atlas Capital Advisors
Wyoming
$2.39K – – –
CWP
1113
Clark Wealth Partners
Illinois
$2.39K +$299 +1 +14%
DJSG
1114
D.J. St. Germain
Massachusetts
$2.1K +$2.09K +7 New
RCM
1115
Raleigh Capital Management
North Carolina
$1.8K -$16.1K -54 -90%
GP
1116
Greenline Partners
New York
$1.8K +$1.79K +6 New
PWAM
1117
Private Wealth Asset Management
Iowa
$1.8K +$1.79K +6 New
MA
1118
MCF Advisors
Kentucky
$1.5K -$2.39K -8 -62%
AFG
1119
Albion Financial Group
Utah
$1.5K – – –
CAC
1120
Core Alternative Capital
Georgia
$1.5K – – –
ETS
1121
ESL Trust Services
New York
$1.5K – – –
BFS
1122
Bare Financial Services
Pennsylvania
$1.5K +$1.5K +5 New
WW
1123
Winnow Wealth
Texas
$1.25K +$598 +2 +67%
PWMG
1124
Private Wealth Management Group
New Jersey
$1.2K – – –
CIA
1125
Cape Investment Advisory
Georgia
$1.2K -$6.28K -21 -84%
43 44
45
46 47