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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
526
Empirical Wealth Management
Washington
$292K +$116K +523 +62%
HWM
527
Hohimer Wealth Management
Washington
$288K +$300K +1,351 New
SWM
528
SeaCrest Wealth Management
New York
$285K -$136K -612 -31%
IA
529
IFG Advisory
Georgia
$285K +$222 +1 +0.1%
BO
530
Bank OZK
Arkansas
$285K +$51K +230 +21%
DADC
531
D.A. Davidson & Co
Montana
$283K +$89.9K +405 +44%
BIM
532
Bridgecreek Investment Management
Oklahoma
$282K – – –
SWP
533
Stratos Wealth Partners
Ohio
$279K -$1.55K -7 -0.5%
SLG
534
Stanley-Laman Group
Pennsylvania
$279K +$291K +1,310 New
WAM
535
Wealthspire Advisors (Maryland)
Maryland
$278K -$1.77K -8 -0.6%
SPIA
536
Steward Partners Investment Advisory
New York
$277K -$20.2K -91 -7%
KIA
537
KCM Investment Advisors
California
$277K -$14.2K -64 -5%
RCM
538
RNC Capital Management
California
$275K – – –
SFS
539
Sowell Financial Services
Arkansas
$274K +$118K +534 +71%
MAM
540
Meeder Asset Management
Ohio
$271K -$707K -3,186 -71%
QT
541
Quantamental Technologies
New York
$270K -$896K -4,036 -76%
BJL
542
Brighton Jones LLC
Washington
$270K +$11.1K +50 +4%
PRC
543
Pearl River Capital
Michigan
$270K +$55.3K +249 +24%
SIP
544
Stoneridge Investment Partners
Pennsylvania
$264K +$275K +1,240 New
CCA
545
Checchi Capital Advisers
California
$261K -$13.5K -61 -5%
BC
546
Brinker Capital
Pennsylvania
$260K -$7.1K -32 -3%
DA
547
Doliver Advisors
Texas
$260K +$271K +1,220 New
ACM
548
Advisors Capital Management
New Jersey
$258K +$2.66K +12 +1%
P
549
Pitcairn
Pennsylvania
$258K +$64.6K +291 +32%
ARTA
550
A.R.T. Advisors
New York
$256K +$266K +1,200 New
20 21
22
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