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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
526
Brandywine Oak Private Wealth
Pennsylvania
$293K +$52.6K +237 +21%
BCI
527
Brinker Capital Investments
Pennsylvania
$292K -$9.1K -41 -3%
EWM
528
Empirical Wealth Management
Washington
$292K +$116K +523 +62%
HWM
529
Hohimer Wealth Management
Washington
$288K +$300K +1,351 New
SWM
530
SeaCrest Wealth Management
New York
$285K -$136K -612 -31%
IA
531
IFG Advisory
Georgia
$285K +$222 +1 +0.1%
BO
532
Bank OZK
Arkansas
$285K +$51K +230 +21%
DADC
533
D.A. Davidson & Co
Montana
$283K +$89.9K +405 +44%
BIM
534
Bridgecreek Investment Management
Oklahoma
$282K – – –
SWP
535
Stratos Wealth Partners
Ohio
$279K -$1.55K -7 -0.5%
SLG
536
Stanley-Laman Group
Pennsylvania
$279K +$291K +1,310 New
WAM
537
Wealthspire Advisors (Maryland)
Maryland
$278K -$1.77K -8 -0.6%
SPIA
538
Steward Partners Investment Advisory
New York
$277K -$20.2K -91 -7%
KIA
539
KCM Investment Advisors
California
$277K -$14.2K -64 -5%
RCM
540
RNC Capital Management
California
$275K – – –
SFS
541
Sowell Financial Services
Arkansas
$274K +$118K +534 +71%
MAM
542
Meeder Asset Management
Ohio
$271K -$707K -3,186 -71%
QT
543
Quantamental Technologies
New York
$270K -$896K -4,036 -76%
BJL
544
Brighton Jones LLC
Washington
$270K +$11.1K +50 +4%
PRC
545
Pearl River Capital
Michigan
$270K +$55.3K +249 +24%
SIP
546
Stoneridge Investment Partners
Pennsylvania
$264K +$275K +1,240 New
CCA
547
Checchi Capital Advisers
California
$261K -$13.5K -61 -5%
BC
548
Brinker Capital
Pennsylvania
$260K -$7.1K -32 -3%
DA
549
Doliver Advisors
Texas
$260K +$271K +1,220 New
ACM
550
Advisors Capital Management
New Jersey
$258K +$2.66K +12 +1%
20 21
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