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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WHCI
526
W.H. Cornerstone Investments
Massachusetts
$1.03M +$436K +1,458 +73%
BWS
527
Buck Wealth Strategies
Colorado
$1.02M +$301K +1,005 +42%
A
528
AlphaQuest
New York
$1.02M +$1.02M +3,401 +21,256%
MA
529
Mutual Advisors
Nebraska
$1.01M -$205K -686 -16%
QT
530
Quantbot Technologies
New York
$1.01M -$1.07M -3,586 -52%
MBT
531
Montecito Bank & Trust
California
$1.01M -$15.3K -51 -1%
RBC
532
Romano Brothers & Co
Illinois
$996K -$28.4K -95 -3%
PHS
533
Pekin Hardy Strauss
Illinois
$986K -$27.8K -93 -3%
FAM
534
Formidable Asset Management
Ohio
$981K -$38.9K -130 -4%
DLHL
535
Donald L. Hagan LLC
Florida
$979K +$31.7K +106 +3%
VAS
536
Vestmark Advisory Solutions
Massachusetts
$974K +$338K +1,130 +53%
HFAS
537
Hummer Financial Advisory Services
Illinois
$971K – – –
WBC
538
Westpac Banking Corp
Australia
$969K -$128K -428 -12%
JSSH
539
J. Safra Sarasin Holding
$962K +$61.3K +205 +7%
FLI
540
Family Legacy Inc
South Carolina
$958K +$18.5K +62 +2%
SWM
541
Spire Wealth Management
Virginia
$957K +$833K +2,787 +678%
FCM
542
FJ Capital Management
Virginia
$957K +$956K +3,196 New
EF
543
Empowered Funds
Pennsylvania
$954K +$112K +373 +13%
HWM
544
HB Wealth Management
Georgia
$946K +$116K +388 +14%
CCA
545
Checchi Capital Advisers
California
$943K +$169K +565 +22%
IA
546
IFP Advisors
Florida
$926K +$123K +411 +15%
SWP
547
Stratos Wealth Partners
Ohio
$923K -$55.9K -187 -6%
EWA
548
EP Wealth Advisors
California
$914K -$57.7K -193 -6%
CAGAS
549
Capital Advisory Group Advisory Services
Minnesota
$913K -$30.5K -102 -3%
PCIA
550
Prime Capital Investment Advisors
Kansas
$908K -$137K -459 -13%
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