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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
IMC
1101
Investment Management Corporation
Virginia
$4.4K – – –
MAFA
1102
MJT & Associates Financial Advisory
Minnesota
$4.4K – – –
SO
1103
Sierra Ocean
California
$3.84K -$9.18K -31 -70%
DF
1104
Dunhill Financial
United Kingdom
$3.83K -$2.96K -10 -43%
WCM
1105
WealthTrak Capital Management
Virginia
$3.81K +$592 +2 +18%
RTL
1106
Red Tortoise LLC
Georgia
$3.81K – – –
HFS
1107
Hughes Financial Services
Virginia
$3.38K +$592 +2 +20%
FGA
1108
Fortis Group Advisors
New Jersey
$2.93K – – –
MDA
1109
Minot DeBlois Advisors
Massachusetts
$2.93K – – –
TCA
1110
Trifecta Capital Advisors
Illinois
$2.64K – – –
TFM
1111
TFC Financial Management
Massachusetts
$2.35K -$296 -1 -11%
LB
1112
Legacy Bridge
Iowa
$2.35K – – –
ACA
1113
Atlas Capital Advisors
Wyoming
$2.35K – – –
CWP
1114
Clark Wealth Partners
Illinois
$2.35K – – –
NWM
1115
Nova Wealth Management
Florida
$2.3K +$2.37K +8 New
CIAS
1116
CBIZ Investment Advisory Services
Ohio
$1.76K -$7.11K -24 -80%
KG
1117
Kilter Group
New York
$1.76K +$1.78K +6 New
AFG
1118
Albion Financial Group
Utah
$1.47K – – –
SC
1119
Stephens Consulting
Michigan
$1.47K +$1.48K +5 New
CAC
1120
Core Alternative Capital
Georgia
$1.47K – – –
PWA
1121
Principia Wealth Advisory
Texas
$1.47K +$888 +3 +150%
TIM
1122
Tortoise Investment Management
New York
$1.47K +$1.48K +5 New
FNWA
1123
Financial Network Wealth Advisors
Utah
$1.17K – – –
IHWM
1124
Iron Horse Wealth Management
Iowa
$1.17K – – –
KFI
1125
Key Financial Inc
Pennsylvania
$1.17K – – –
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