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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1126
Planned Solutions
California
– -$108K -355 Closed
DI
1127
DAGCO Inc
Ohio
– -$106K -349 Closed
ASBI
1128
American State Bank (Iowa)
Iowa
– -$102K -335 Closed
AWM
1129
Able Wealth Management
New Jersey
– -$89.3K -293 Closed
TWM
1130
Tradition Wealth Management
Minnesota
– -$79K -260 Closed
GWS
1131
Glassman Wealth Services
Virginia
– -$77.8K -255 Closed
SSG
1132
Summit Securities Group
New York
– -$61K -200 Closed
LA
1133
LM Advisors
California
– -$60.1K -197 Closed
GG
1134
Greenwood Gearhart
Arkansas
– -$58.9K -193 Closed
RFA
1135
Resurgent Financial Advisors
Georgia
– -$43.9K -144 Closed
TCWA
1136
Turtle Creek Wealth Advisors
Texas
– -$35.4K -116 Closed
EC
1137
EdgeRock Capital
Colorado
– -$31.7K -113 Closed
PO
1138
Private Ocean
California
– -$33.9K -111 Closed
FWM
1139
Focused Wealth Management
New York
– -$32.3K -106 Closed
CSC
1140
Caldwell Sutter Capital
California
– -$31.4K -103 Closed
LI
1141
Louisbourg Investments
New Brunswick, Canada
– -$29.3K -96 Closed
MSG
1142
Main Street Group
Virginia
– -$22.9K -75 Closed
CG
1143
Cutler Group
California
– -$18K -62 Closed
PAI
1144
Pittenger & Anderson Inc
Nebraska
– -$15.3K -50 Closed
PVH
1145
Psagot Value Holdings
Israel
– -$4K -13 Closed
MSWM
1146
McGlone Suttner Wealth Management
Wisconsin
– -$3.53K -12 Closed
AIMA
1147
Ables Iannone Moore & Associates
Georgia
– -$3.05K -10 Closed
FSWA
1148
Financial Synergies Wealth Advisors
Texas
– -$841 -3 Closed
GWSA
1149
Global Wealth Strategies & Associates
Colorado
– -$273 -1 Closed
FCAS
1150
First Command Advisory Services
Texas
– +$1.15K +4 New
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