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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
526
Alpha Windward
Massachusetts
$178K +$10.7K +55 +7%
FIB
527
First Interstate Bank
Montana
$178K +$119K +610 +218%
CAC
528
Certified Advisory Corp
Florida
$168K -$195 -1 -0.1%
IWM
529
IHT Wealth Management
Illinois
$155K -$112K -573 -42%
SBL
530
Sargent Bickham Lagudis
Colorado
$152K -$52.2K -268 -26%
CTC
531
Central Trust Company
Missouri
$142K -$1.95K -10 -1%
ARMT
532
Amica Retiree Medical Trust
Rhode Island
$140K -$20.5K -105 -13%
TFS
533
TrustCore Financial Services
Tennessee
$139K – – –
RP
534
Rowlandmiller & Partners
Georgia
$136K – – –
CLOS
535
Compagnie Lombard Odier SCmA
Switzerland
$133K -$51.2K -263 -28%
RFC
536
Regions Financial Corp
Alabama
$132K -$11.7K -60 -8%
S
537
SignatureFD
Georgia
$132K +$128K +659 New
CT
538
Clearstead Trust
Maine
$130K -$175K -900 -58%
BAM
539
Barrett Asset Management
New York
$130K – – –
MMG
540
Monetary Management Group
Missouri
$120K – – –
NIM
541
NuWave Investment Management
New Jersey
$119K +$109K +559 +1,694%
ST
542
Smithfield Trust
Pennsylvania
$118K -$2.92K -15 -2%
TL
543
TrueWealth LLC
Georgia
$112K – – –
CAL
544
Capital Advisors Ltd
Ohio
$111K – – –
CAM
545
CenterStar Asset Management
Illinois
$107K – – –
MFW
546
Mosaic Family Wealth
Missouri
$103K – – –
VNA
547
Valley National Advisers
Pennsylvania
$101K – – –
SCM
548
Silvant Capital Management
Georgia
$101K +$98.4K +505 New
AIS
549
Accurate Investment Solutions
Pennsylvania
$100K – – –
RWA
550
Ropes Wealth Advisors
Massachusetts
$100K +$97.4K +500 New
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