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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
526
IEQ Capital
California
$770K +$65.5K +196 +11%
BC
527
Bartlett & Co
Ohio
$768K +$104K +311 +18%
BCWM
528
Bartlett & Co Wealth Management
Ohio
$768K +$104K +311 +18%
GWM
529
GSB Wealth Management
Connecticut
$767K +$32.7K +98 +5%
CAAS
530
Capital Asset Advisory Services
Michigan
$765K -$10.4K -31 -1%
LAIC
531
Lederer & Associates Investment Counsel
California
$763K +$115K +345 +20%
DP
532
Dearborn Partners
Illinois
$760K -$3.01K -9 -0.4%
CCM
533
Cullen Capital Management
New York
$754K – – –
HGWM
534
Horst & Graben Wealth Management
Oregon
$754K – – –
AIP
535
Ameritas Investment Partners
Nebraska
$749K -$35.1K -105 -5%
CIM
536
CIM Investment Management
Pennsylvania
$749K -$11K -33 -2%
EHC
537
Everett Harris & Co
California
$748K – – –
PFA
538
Peak Financial Advisors
Colorado
$746K -$2.34K -7 -0.4%
BO
539
Bank OZK
Arkansas
$745K +$218K +654 +49%
SF
540
Symphony Financial
Texas
$743K +$324K +970 +91%
CAM
541
Cresset Asset Management
Illinois
$734K +$94.2K +282 +17%
LWAC
542
Laurel Wealth Advisors (California)
California
$723K +$259K +774 +67%
CCA
543
Checchi Capital Advisers
California
$705K +$28.4K +85 +5%
TWI
544
Thomas White International
Illinois
$704K – – –
CCG
545
Cypress Capital Group
Florida
$700K -$1.34K -4 -0.2%
DCM
546
Donaldson Capital Management
Indiana
$698K +$63.1K +189 +11%
SFS
547
Strategic Financial Services
New York
$691K – – –
MYIA
548
Mount Yale Investment Advisors
Colorado
$689K -$73.5K -220 -11%
H
549
HoyleCohen
California
$689K +$75.5K +226 +14%
AIS
550
American Investment Services
Massachusetts
$678K – – –
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