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Pricesmart

Name Holding Trade Value Shares
Change
Change in
Stake
First Horizon Advisors
201
First Horizon Advisors
Tennessee
$7.51K – – –
AP
202
Arlington Partners
Alabama
$6.59K – – –
PTC
203
Private Trust Company
Ohio
$5.7K – – –
QC
204
Quent Capital
New York
$4.37K – – –
Hillsdale Investment Management
205
Hillsdale Investment Management
Ontario, Canada
$2.96K +$2.94K +40 New
IFP Advisors
206
IFP Advisors
Florida
$2.6K – – –
WOC
207
West Oak Capital
California
$2.59K – – –
HCP
208
Hexagon Capital Partners
Arkansas
$1.93K – – –
JWA
209
JFS Wealth Advisors
Pennsylvania
$1.7K +$74 +1 +5%
PFBT
210
Parkside Financial Bank & Trust
Missouri
$1.63K – – –
SWM
211
Sugarloaf Wealth Management
Georgia
$1.63K – – –
WWM
212
Wolff Wiese Magana
California
$1.48K +$1.47K +20 New
Farmers & Merchants Investments Inc
213
Farmers & Merchants Investments Inc
Nebraska
$1.33K – – –
Benjamin F. Edwards & Company
214
Benjamin F. Edwards & Company
Missouri
$1K – – –
CAL
215
Capital Advisors Ltd
Ohio
$1K – – –
RWM
216
Raffa Wealth Management
District of Columbia
$815 – – –
MCM
217
Manchester Capital Management
Vermont
$667 -$810 -11 -55%
MassMutual Private Wealth & Trust
218
MassMutual Private Wealth & Trust
Connecticut
$667 +$663 +9 New
VWM
219
Venturi Wealth Management
Texas
$667 +$663 +9 New
SIC
220
SJS Investment Consulting
Ohio
$593 +$74 +1 +14%
2L
221
25 LLC
Missouri
$535 – – –
Baker Avenue Asset Management
222
Baker Avenue Asset Management
California
$518 – – –
Global Retirement Partners
223
Global Retirement Partners
California
$518 – – –
DI
224
Disciplined Investments
Oklahoma
$518 +$74 +1 +17%
AWM
225
Abound Wealth Management
Tennessee
$371 +$368 +5 New