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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
526
Mutual Advisors
Nebraska
$273K +$262K +1,252 New
FFA
527
First Foundation Advisors
California
$268K -$837 -4 -0.3%
RWM
528
Ritholtz Wealth Management
New York
$268K – – –
S
529
SignatureFD
Georgia
$262K +$19.5K +93 +8%
GWM
530
Geneos Wealth Management
Colorado
$261K – – –
WOC
531
West Oak Capital
California
$261K +$18.8K +90 +8%
AF
532
Advisornet Financial
Minnesota
$257K -$4.39K -21 -2%
MCM
533
MAI Capital Management
Ohio
$257K +$247K +1,178 New
PAA
534
Peregrine Asset Advisers
Oregon
$256K – – –
RB
535
Rodgers Brothers
Pennsylvania
$251K +$209 +1 +0.1%
PRC
536
Pearl River Capital
Michigan
$250K +$239K +1,144 New
PAM
537
Private Asset Management
California
$242K -$35.6K -170 -13%
WA
538
WESPAC Advisors
California
$241K -$3.77K -18 -2%
IUHSA
539
Itau Unibanco Holding S.A.
Brazil
$241K – – –
FAIM
540
Financial Advocates Investment Management
Washington
$240K -$43.3K -207 -16%
TAM
541
Tiverton Asset Management
Delaware
$238K – – –
TCOV
542
Trust Company of Vermont
Vermont
$238K +$9.84K +47 +5%
CAM
543
Columbia Asset Management
Michigan
$238K +$68K +325 +42%
CFGS
544
Concourse Financial Group Securities
Alabama
$237K – – –
WPP
545
Whalerock Point Partners
Rhode Island
$236K +$227K +1,085 New
LFG
546
LifePlan Financial Group
Ohio
$235K – – –
SWM
547
SeaCrest Wealth Management
New York
$232K -$2.09K -10 -0.9%
CCM
548
Covington Capital Management
California
$230K +$41.9K +200 +23%
CAM
549
Cozad Asset Management
Illinois
$229K -$25.1K -120 -10%
PCFFS
550
Pacific Center for Financial Services
California
$229K – – –
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