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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
501
First Trust Direct Indexing
Massachusetts
$764K -$29.4K -85 -3%
JIC
502
Johnson Investment Counsel
Ohio
$761K +$310K +896 +58%
SI
503
Stephens Inc
Arkansas
$758K -$20.1K -58 -2%
LIM
504
Loudon Investment Management
New Hampshire
$750K – – –
AAM
505
AR Asset Management
California
$747K – – –
RPC
506
Rossmore Private Capital
Connecticut
$728K – – –
IF
507
Intrua Financial
Texas
$724K +$257K +743 +47%
RJT
508
Raymond James Trust
Florida
$721K +$153K +443 +24%
CF
509
Centaurus Financial
California
$719K – – –
RPCONE
510
Retirement Planning Company of New England
Rhode Island
$715K -$692 -2 -0.1%
CAM
511
Campion Asset Management
Virginia
$711K -$24.2K -70 -3%
SCF
512
Sante Capital Fund
Texas
$687K -$1.2M -3,458 -61%
MA
513
MUFG Americas
New York
$680K -$58.9K -170 -7%
PFO
514
Pathstone Family Office
New Jersey
$679K -$762K -2,202 -50%
ASN
515
Advisory Services Network
Georgia
$678K -$216K -624 -22%
BFG
516
Berger Financial Group
Minnesota
$674K -$54.7K -158 -7%
AP
517
Advisors Preferred
Maryland
$674K +$746K +2,156 New
TMAM
518
Tokio Marine Asset Management
Japan
$673K +$123K +355 +20%
JFGIW
519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$672K -$91.8K -265 -11%
FNT
520
First Nebraska Trust
Nebraska
$663K -$11.4K -33 -2%
WCWM
521
Willow Creek Wealth Management
California
$656K +$453K +1,309 +166%
SWP
522
Stratos Wealth Partners
Ohio
$650K +$46K +133 +7%
CCM
523
Coldstream Capital Management
Washington
$650K +$229K +660 +47%
CIA
524
Capital Investment Advisors
Georgia
$645K -$24.9K -72 -3%
BBA
525
Baader Bank Aktiengesellschaft
Germany
$644K -$170K -490 -19%
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