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PSFE

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
126
Fortis Advisors
Pennsylvania
$40K +$40.5K +250 New
WWMSC
127
Wagner Wealth Management (South Carolina)
South Carolina
$27K +$27.1K +167 New
RFA
128
Reilly Financial Advisors
California
$15K +$14.9K +92 New
CA
129
Clearstead Advisors
Ohio
$15K +$15.1K +93 New
RIM
130
Rockbridge Investment Management
New York
$15K +$15.1K +93 New
BFC
131
Bedel Financial Consulting
Indiana
$14K +$13.4K +83 New
GAM
132
Gemmer Asset Management
California
$14K +$13.4K +83 New
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$14K +$13.6K +84 New
AWA
134
Arkadios Wealth Advisors
Georgia
$13K +$13.4K +83 New
PCIA
135
Prime Capital Investment Advisors
Kansas
$10K +$10K +62 New
PGAM
136
Princeton Global Asset Management
New Jersey
$10K +$10.2K +63 New
NL
137
NVWM LLC
Pennsylvania
$9K +$8.75K +54 New
CWC
138
Carolinas Wealth Consulting
North Carolina
$9K +$9.4K +58 New
CAL
139
Capital Analysts LLC
Pennsylvania
$8K +$8.1K +50 New
YAL
140
Your Advocates Ltd
Texas
$8K +$8.1K +50 New
NFSG
141
Newbridge Financial Services Group
Florida
$7K +$6.8K +42 New
US Bancorp
142
US Bancorp
Minnesota
$7K +$6.8K +42 New
CCMW
143
Cypress Capital Management (Wyoming)
Wyoming
$7K +$7.45K +46 New
JWA
144
JFS Wealth Advisors
Pennsylvania
$7K +$7.45K +46 New
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$7K +$8.1K +50 New
NC
146
NewSquare Capital
Pennsylvania
$4K +$4.05K +25 New
NFG
147
Next Financial Group
Texas
$4K +$4.05K +25 New
HR
148
Howe & Rusling
New York
$4K +$4.37K +27 New
1IA
149
1834 Investment Advisors
Wisconsin
$4K +$4.54K +28 New
CLOS
150
Compagnie Lombard Odier SCmA
Switzerland
$3K +$3.4K +21 New
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