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Pearson
PSO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
176
CVA Family Office
Colorado
$1.26K – – –
EP
177
Essential Partners
California
$1.14K +$1.13K +87 New
MCM
178
MV Capital Management
Maryland
$1.13K +$1K +77 +856%
HI
179
Harbour Investments
Wisconsin
$1.12K +$78 +6 +8%
ACA
180
American Capital Advisory
Idaho
$1.08K +$649 +50 +156%
AAP
181
Arax Advisory Partners
Colorado
$972 -$15.1K -1,167 -94%
AT
182
Arlington Trust
Alabama
$945 +$935 +72 New
PWA
183
Principia Wealth Advisory
Texas
$867 -$182 -14 -18%
CPG
184
Cornerstone Planning Group
New Jersey
$803 +$26 +2 +4%
CFD
185
Creative Financial Designs
Indiana
$709 +$506 +39 +260%
BH
186
Burk Holdings
Oklahoma
$709 +$701 +54 New
SWM
187
SHP Wealth Management
Massachusetts
$670 – – –
ZBNA
188
Zions Bancorporation, National Association
Utah
$499 – – –
BWL
189
Bogart Wealth LLC
Virginia
$407 +$402 +31 New
CIAM
190
Caitong International Asset Management
Hong Kong
$394 -$59.1K -4,549 -99%
MB
191
MidFirst Bank
Oklahoma
$263 +$260 +20 New
TFA
192
Transamerica Financial Advisors
Florida
$227 +$221 +17 New
MNA
193
Manning & Napier Advisors
New York
$218 -$2.43K -187 -92%
CCWM
194
Cassaday & Co Wealth Management
Virginia
$132 +$130 +10 New
GFA
195
Godfrey Financial Associates
New York
$105 – – –
RFP
196
Root Financial Partners
California
$92 +$39 +3 +75%
SL
197
Salomon & Ludwin
Virginia
$80 -$8.24K -635 -99%
KFI
198
Key Financial Inc
Pennsylvania
$39 – – –
KG
199
Kilter Group
New York
$14 +$13 +1 New
HNB
200
Huntington National Bank
Ohio
$13 -$415 -32 -97%
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