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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
526
Mount Yale Investment Advisors
Colorado
$337K +$37.2K +148 +10%
NA
527
NewEdge Advisors
Louisiana
$337K +$121K +482 +54%
GP
528
Girard Partners
Pennsylvania
$336K -$20.1K -80 -6%
KIA
529
KCM Investment Advisors
California
$335K +$25.4K +101 +8%
EP
530
Edgestream Partners
New Jersey
$335K +$343K +1,367 New
CAC
531
Cowen and Company
New York
$331K +$339K +1,350 New
IA
532
IFG Advisory
Georgia
$327K -$8.54K -34 -2%
BIM
533
Bridgecreek Investment Management
Oklahoma
$325K – – –
FLI
534
Family Legacy Inc
South Carolina
$325K +$15.1K +60 +4%
SWP
535
Stratos Wealth Partners
Ohio
$323K -$5.27K -21 -2%
WAM
536
Wealthspire Advisors (Maryland)
Maryland
$323K +$3.26K +13 +1%
MC
537
Moors & Cabot
Massachusetts
$323K +$329K +1,312 New
NFG
538
Next Financial Group
Texas
$316K -$23.9K -95 -7%
RCM
539
RNC Capital Management
California
$316K – – –
CCA
540
Checchi Capital Advisers
California
$316K +$3.26K +13 +1%
PFPT
541
Pinnacle Financial Partners (Tennessee)
Tennessee
$311K +$24.1K +96 +8%
BC
542
Brinker Capital
Pennsylvania
$307K +$58.3K +232 +23%
BJL
543
Brighton Jones LLC
Washington
$299K – – –
GWM
544
Geneos Wealth Management
Colorado
$294K +$251 +1 +0.1%
ACM
545
Advisors Capital Management
New Jersey
$294K +$28.1K +112 +10%
CCM
546
Coldstream Capital Management
Washington
$290K +$297K +1,184 New
WOC
547
West Oak Capital
California
$289K -$12.6K -50 -4%
PAA
548
Peregrine Asset Advisers
Oregon
$289K – – –
MCM
549
MAI Capital Management
Ohio
$289K +$753 +3 +0.3%
GT
550
Greenleaf Trust
Michigan
$288K +$33.9K +135 +13%
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