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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
S
526
SignatureFD
Georgia
$262K +$19.5K +93 +8%
GWM
527
Geneos Wealth Management
Colorado
$261K – – –
WOC
528
West Oak Capital
California
$261K +$18.8K +90 +8%
AF
529
Advisornet Financial
Minnesota
$257K -$4.39K -21 -2%
MCM
530
MAI Capital Management
Ohio
$257K +$247K +1,178 New
PAA
531
Peregrine Asset Advisers
Oregon
$256K – – –
RB
532
Rodgers Brothers
Pennsylvania
$251K +$209 +1 +0.1%
PRC
533
Pearl River Capital
Michigan
$250K +$239K +1,144 New
PAM
534
Private Asset Management
California
$242K -$35.6K -170 -13%
WA
535
WESPAC Advisors
California
$241K -$3.77K -18 -2%
IUHSA
536
Itau Unibanco Holding S.A.
Brazil
$241K – – –
FAIM
537
Financial Advocates Investment Management
Washington
$240K -$43.3K -207 -16%
TAM
538
Tiverton Asset Management
Delaware
$238K – – –
TCOV
539
Trust Company of Vermont
Vermont
$238K +$9.84K +47 +5%
CAM
540
Columbia Asset Management
Michigan
$238K +$68K +325 +42%
CFGS
541
Concourse Financial Group Securities
Alabama
$237K – – –
WPP
542
Whalerock Point Partners
Rhode Island
$236K +$227K +1,085 New
LFG
543
LifePlan Financial Group
Ohio
$235K – – –
SWM
544
SeaCrest Wealth Management
New York
$232K -$2.09K -10 -0.9%
CCM
545
Covington Capital Management
California
$230K +$41.9K +200 +23%
CAM
546
Cozad Asset Management
Illinois
$229K -$25.1K -120 -10%
PCFFS
547
Pacific Center for Financial Services
California
$229K – – –
P
548
Pitcairn
Pennsylvania
$229K +$6.28K +30 +3%
ACM
549
Advisors Capital Management
New Jersey
$227K +$217K +1,039 New
CCM
550
Crabel Capital Management
California
$227K +$218K +1,044 New
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