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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BMSSC
476
B. Metzler seel. Sohn & Co
Germany
$989K – – –
MM
477
MQS Management
New York
$976K +$1.05M +3,762 New
NEI
478
Northwest & Ethical Investments
Ontario, Canada
$976K – – –
O
479
Ossiam
France
$969K +$190K +680 +22%
GIM
480
Generali Investments Management
Slovenia
$967K -$1.91M -6,819 -65%
VAS
481
Vestmark Advisory Solutions
Massachusetts
$964K +$419K +1,498 +68%
PA
482
Paralel Advisors
Colorado
$960K – – –
HCA
483
Hardworking Capital Advisors
California
$957K +$1.03M +3,688 New
UCFA
484
United Capital Financial Advisors
Texas
$956K -$271K -969 -21%
EWA
485
EP Wealth Advisors
California
$956K +$1.03M +3,683 New
AWM
486
Absher Wealth Management
North Carolina
$950K +$247K +882 +32%
AWP
487
Ascent Wealth Partners
New York
$948K -$33.6K -120 -3%
RL
488
Rogco LP
Oklahoma
$947K +$47K +168 +5%
WT
489
Whittier Trust
California
$945K – – –
BCV
490
Banque Cantonale Vaudoise
Switzerland
$945K -$935K -3,340 -48%
SWM
491
Segment Wealth Management
Texas
$942K +$3.64K +13 +0.4%
JWCA
492
J.W. Cole Advisors
Florida
$940K -$298K -1,064 -21%
PI
493
PineBridge Investments
New York
$936K -$358K -1,280 -26%
DI
494
Diligent Investors
California
$929K -$34.1K -122 -3%
DILIC
495
Dai-ichi Life Insurance Company
Japan
$926K – – –
AC
496
AlphaCore Capital
California
$918K +$721K +2,576 +268%
GRP
497
Global Retirement Partners
California
$911K +$100K +359 +11%
BFM
498
Boothbay Fund Management
New York
$895K +$965K +3,449 New
IA
499
IFP Advisors
Florida
$885K +$56.5K +202 +6%
MFF
500
Michels Family Financial
Texas
$882K +$951K +3,399 New
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