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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
476
Clearstead Trust
Maine
$325K – – –
MPPLM
477
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$325K +$329K +1,557 New
TAM
478
Tiverton Asset Management
Delaware
$322K +$325K +1,539 New
CS
479
Comerica Securities
Michigan
$318K +$64.5K +305 +25%
BCM
480
Brookstone Capital Management
Illinois
$316K +$11K +52 +4%
MCP
481
Mirador Capital Partners
California
$315K +$9.51K +45 +3%
PSF
482
Pacific Sun Financial
California
$315K +$319K +1,508 New
ACA
483
Anchor Capital Advisors
Massachusetts
$311K +$12.7K +60 +4%
AT
484
Argent Trust
Texas
$310K +$23.2K +110 +8%
HAG
485
HighPoint Advisor Group
Illinois
$310K +$40.8K +193 +13%
WAM
486
Wealthspire Advisors (Maryland)
Maryland
$310K +$104K +493 +50%
GC
487
Garde Capital
Washington
$308K – – –
RB
488
Rodgers Brothers
Pennsylvania
$307K +$311K +1,471 New
SS
489
Simplicity Solutions
Minnesota
$304K +$307K +1,453 New
AP
490
Appleton Partners
Massachusetts
$303K +$306K +1,450 New
BJL
491
Brighton Jones LLC
Washington
$299K +$9.72K +46 +3%
WPP
492
Whalerock Point Partners
Rhode Island
$299K +$21.1K +100 +8%
B
493
Bailard
California
$299K +$104K +490 +52%
BFS
494
Bradley Foster & Sargent
Connecticut
$294K – – –
FLI
495
Family Legacy Inc
South Carolina
$287K +$291K +1,375 New
WT
496
Washington Trust
Rhode Island
$282K +$35.5K +168 +14%
EWF
497
Epstein & White Financial
California
$282K +$305K +1,445 New
PWP
498
Private Wealth Partners
California
$280K – – –
KCM
499
Kornitzer Capital Management
Kansas
$279K – – –
OMCS
500
Old Mutual Customised Solutions
South Africa
$279K – – –
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