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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
476
Carroll Financial Associates
North Carolina
$39K – – –
ASN
477
Advisory Services Network
Georgia
$36K – – –
FHA
478
First Horizon Advisors
Tennessee
$34K -$25.9K -135 -42%
MFS
479
MSI Financial Services
Massachusetts
$33K – – –
EFSCE
480
Enterprise Financial Services Corp (EFSC)
Missouri
$33K +$21.7K +113 +169%
FANJ
481
Financial Architects (New Jersey)
New Jersey
$32K +$95.9K +500 +481%
MA
482
MUFG Americas
New York
$28K -$20.9K -109 -42%
IMS
483
Index Management Solutions
Pennsylvania
$28K +$18.8K +98 +175%
DAM
484
Delta Asset Management
Tennessee
$27K – – –
FFC
485
First Financial Corp
Indiana
$27K – – –
AWM
486
Avior Wealth Management
Nebraska
$27K +$384 +2 +1%
IWC
487
Integrated Wealth Counsel
California
$26K – – –
KCM
488
Karp Capital Management
California
$25K – – –
IRS
489
Invictus RG (Singapore)
Singapore
$19K -$114K -595 -85%
VIA
490
Vantage Investment Advisors
Pennsylvania
$19K -$19.4K -101 -50%
CFA
491
CT Financial Advisors
Pennsylvania
$18.4K – – –
LWCFA
492
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K – – –
KT
493
Kanaly Trust
Texas
$18K +$16.3K +85 +708%
P
494
Palladiem
Pennsylvania
$18K +$19K +99 New
TWA
495
TCI Wealth Advisors
Arizona
$16K +$575 +3 +3%
ED
496
Exane Derivatives
France
$15.3K – – –
PMFA
497
Plante Moran Financial Advisors
Michigan
$15K – – –
VNA
498
Valley National Advisers
Pennsylvania
$15K – – –
JFGIW
499
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K -$5.95K -31 -29%
NSIM
500
North Star Investment Management
Illinois
$14K – – –
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