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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
501
Integrated Advisors Network
Texas
$624K +$54K +172 +9%
II
502
Inspire Investing
Idaho
$619K -$188K -598 -22%
APA
503
American Portfolios Advisors
New York
$619K +$402K +1,281 +160%
CAAS
504
Capital Asset Advisory Services
Michigan
$616K +$651K +2,074 New
MYIA
505
Mount Yale Investment Advisors
Colorado
$612K -$64K -204 -9%
WP
506
WealthPLAN Partners
Nebraska
$612K – – –
SCA
507
Snowden Capital Advisors
New York
$608K +$3.77K +12 +0.6%
DP
508
Dearborn Partners
Illinois
$606K +$1.57K +5 +0.2%
IWC
509
Integrated Wealth Concepts
Massachusetts
$606K +$640K +2,039 New
CIM
510
CIM Investment Management
Pennsylvania
$604K -$3.45K -11 -0.5%
CCM
511
Cullen Capital Management
New York
$598K -$81K -258 -11%
HGWM
512
Horst & Graben Wealth Management
Oregon
$598K +$4.08K +13 +0.7%
TA
513
TFG Advisers
Michigan
$596K +$3.45K +11 +0.6%
EHC
514
Everett Harris & Co
California
$594K – – –
WP
515
WMS Partners
Maryland
$594K – – –
PFA
516
Peak Financial Advisors
Colorado
$594K +$57.1K +182 +10%
AIL
517
AGF Investments LLC
Ontario, Canada
$592K -$34.8K -111 -5%
CA
518
Cetera Advisors
Colorado
$586K +$64.6K +206 +12%
FPCP
519
Fort Point Capital Partners
California
$584K +$617K +1,965 New
JFGIW
520
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$583K -$66.5K -212 -10%
GWM
521
GSB Wealth Management
Connecticut
$579K -$15.1K -48 -2%
ETC
522
Exchange Traded Concepts
Oklahoma
$566K -$93.2K -297 -13%
TWI
523
Thomas White International
Illinois
$559K – – –
HFM
524
Harvest Fund Management
China
$557K +$164K +524 +39%
CCG
525
Cypress Capital Group
Florida
$556K -$29.8K -95 -5%
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