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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
451
MUFG Americas
New York
$43K -$12.9K -75 -23%
CFSG
452
Community Financial Services Group
Vermont
$41K – – –
GSC
453
Ground Swell Capital
South Carolina
$40K +$13.9K +81 +50%
WRM
454
Westport Resources Management
Connecticut
$32K – – –
NES
455
New England Securities
New York
$29K -$17.2K -100 -36%
VIA
456
Vantage Investment Advisors
Pennsylvania
$26K – – –
OCM
457
One Capital Management
California
$25K +$25.8K +150 New
DAM
458
Delta Asset Management
Tennessee
$24K – – –
FFC
459
First Financial Corp
Indiana
$24K – – –
AWM
460
Avior Wealth Management
Nebraska
$23K +$24.2K +141 New
EFSCE
461
Enterprise Financial Services Corp (EFSC)
Missouri
$22K +$11K +64 +96%
IMS
462
Index Management Solutions
Pennsylvania
$21K +$4.98K +29 +31%
FANJ
463
Financial Architects (New Jersey)
New Jersey
$17K – – –
JFGIW
464
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K +$1.55K +9 +9%
LWCFA
465
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K +$17.2K +100 New
WTC
466
WhitTier Trust Company
Nevada
$16K – – –
PFO
467
Pathstone Family Office
New Jersey
$16K +$16.7K +97 New
TWA
468
TCI Wealth Advisors
Arizona
$14K – – –
PMFA
469
Plante Moran Financial Advisors
Michigan
$14K +$1.03K +6 +8%
BWFA
470
Baltimore-Washington Financial Advisors
Maryland
$14K +$14.3K +83 New
S
471
SignatureFD
Georgia
$8K +$2.58K +15 +45%
CGT
472
Capital Guardian Trust
California
$7K +$7.73K +45 New
JFA
473
JNBA Financial Advisors
Minnesota
$6K +$5.84K +34 New
NIM
474
NuWave Investment Management
New Jersey
$4K -$55.3K -322 -92%
TFO
475
Tarbox Family Office
California
$4K +$516 +3 +13%
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