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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
401
First Nebraska Trust
Nebraska
$533K -$66K -339 -11%
BFC
402
Blue Fin Capital
Rhode Island
$525K -$15.6K -80 -3%
AWM
403
AE Wealth Management
Kansas
$521K +$153K +787 +43%
FCMT
404
Founders Capital Management (Texas)
Texas
$516K – – –
MC
405
Miles Capital
Iowa
$511K -$116K -594 -19%
ACM
406
Alethea Capital Management
Washington
$506K +$492K +2,523 New
TFA
407
Transamerica Financial Advisors
Florida
$505K -$70.5K -362 -13%
CBU
408
CIBC Bank USA
Illinois
$494K +$7.99K +41 +2%
6M
409
6 Meridian
Kansas
$487K +$41.9K +215 +10%
LS
410
Livforsakringsbolaget Skandia
Sweden
$485K – – –
SWM
411
SeaCrest Wealth Management
New York
$482K -$33.1K -170 -7%
SWM
412
Segment Wealth Management
Texas
$481K -$469K -2,405 -50%
AAM
413
AR Asset Management
California
$479K – – –
HAM
414
Highstreet Asset Management
Ontario, Canada
$479K +$25.7K +132 +6%
MCA
415
Morris Capital Advisors
Pennsylvania
$477K -$36.4K -187 -7%
SCCM
416
Schafer Cullen Capital Management
New York
$477K – – –
WG
417
Winton Group
United Kingdom
$473K -$71.3K -366 -13%
BBA
418
Braun-Bostich & Associates
Pennsylvania
$470K +$102K +526 +29%
MAM
419
Mastrapasqua Asset Management
Tennessee
$468K +$17.5K +90 +4%
ECM
420
Everence Capital Management
Indiana
$464K -$294K -1,510 -39%
GWM
421
Geneos Wealth Management
Colorado
$460K -$57.9K -297 -11%
LAIC
422
Lederer & Associates Investment Counsel
California
$457K +$6.82K +35 +2%
DPIM
423
Duff & Phelps Investment Management
Illinois
$452K -$10.3M -52,879 -96%
CA
424
Cetera Advisors
Colorado
$450K -$81.8K -420 -16%
MWM
425
Merriman Wealth Management
Washington
$444K +$26.1K +134 +6%
15 16
17
18 19