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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1126
Valeo Financial Advisors
Indiana
– -$202K -661 Closed
HIGP
1127
Hill Investment Group Partners
Missouri
– -$201K -659 Closed
PS
1128
Planned Solutions
California
– -$108K -355 Closed
DI
1129
DAGCO Inc
Ohio
– -$106K -349 Closed
ASBI
1130
American State Bank (Iowa)
Iowa
– -$102K -335 Closed
AWM
1131
Able Wealth Management
New Jersey
– -$89.3K -293 Closed
TWM
1132
Tradition Wealth Management
Minnesota
– -$79K -260 Closed
GWS
1133
Glassman Wealth Services
Virginia
– -$77.8K -255 Closed
SSG
1134
Summit Securities Group
New York
– -$61K -200 Closed
LA
1135
LM Advisors
California
– -$60.1K -197 Closed
GG
1136
Greenwood Gearhart
Arkansas
– -$58.9K -193 Closed
RFA
1137
Resurgent Financial Advisors
Georgia
– -$43.9K -144 Closed
TCWA
1138
Turtle Creek Wealth Advisors
Texas
– -$35.4K -116 Closed
EC
1139
EdgeRock Capital
Colorado
– -$31.7K -113 Closed
PO
1140
Private Ocean
California
– -$33.9K -111 Closed
FWM
1141
Focused Wealth Management
New York
– -$32.3K -106 Closed
CSC
1142
Caldwell Sutter Capital
California
– -$31.4K -103 Closed
LI
1143
Louisbourg Investments
New Brunswick, Canada
– -$29.3K -96 Closed
MSG
1144
Main Street Group
Virginia
– -$22.9K -75 Closed
CG
1145
Cutler Group
California
– -$18K -62 Closed
PAI
1146
Pittenger & Anderson Inc
Nebraska
– -$15.3K -50 Closed
PVH
1147
Psagot Value Holdings
Israel
– -$4K -13 Closed
MSWM
1148
McGlone Suttner Wealth Management
Wisconsin
– -$3.53K -12 Closed
AIMA
1149
Ables Iannone Moore & Associates
Georgia
– -$3.05K -10 Closed
FSWA
1150
Financial Synergies Wealth Advisors
Texas
– -$841 -3 Closed
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