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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
401
Voya Financial Advisors
Connecticut
$539K +$156K +802 +43%
SIC
402
SFE Investment Counsel
California
$535K – – –
FNT
403
First Nebraska Trust
Nebraska
$533K -$66K -339 -11%
BFC
404
Blue Fin Capital
Rhode Island
$525K -$15.6K -80 -3%
AWM
405
AE Wealth Management
Kansas
$521K +$153K +787 +43%
FCMT
406
Founders Capital Management (Texas)
Texas
$516K – – –
MC
407
Miles Capital
Iowa
$511K -$116K -594 -19%
ACM
408
Alethea Capital Management
Washington
$506K +$492K +2,523 New
TFA
409
Transamerica Financial Advisors
Florida
$505K -$70.5K -362 -13%
CBU
410
CIBC Bank USA
Illinois
$494K +$7.99K +41 +2%
6M
411
6 Meridian
Kansas
$487K +$41.9K +215 +10%
LS
412
Livforsakringsbolaget Skandia
Sweden
$485K – – –
SWM
413
SeaCrest Wealth Management
New York
$482K -$33.1K -170 -7%
SWM
414
Segment Wealth Management
Texas
$481K -$469K -2,405 -50%
AAM
415
AR Asset Management
California
$479K – – –
HAM
416
Highstreet Asset Management
Ontario, Canada
$479K +$25.7K +132 +6%
MCA
417
Morris Capital Advisors
Pennsylvania
$477K -$36.4K -187 -7%
SCCM
418
Schafer Cullen Capital Management
New York
$477K – – –
WG
419
Winton Group
United Kingdom
$473K -$71.3K -366 -13%
BBA
420
Braun-Bostich & Associates
Pennsylvania
$470K +$102K +526 +29%
MAM
421
Mastrapasqua Asset Management
Tennessee
$468K +$17.5K +90 +4%
ECM
422
Everence Capital Management
Indiana
$464K -$294K -1,510 -39%
GWM
423
Geneos Wealth Management
Colorado
$460K -$57.9K -297 -11%
LAIC
424
Lederer & Associates Investment Counsel
California
$457K +$6.82K +35 +2%
DPIM
425
Duff & Phelps Investment Management
Illinois
$452K -$10.3M -52,879 -96%
15 16
17
18 19