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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
551
Rowlandmiller & Partners
Georgia
$136K – – –
QCIG
552
Quad-Cities Investment Group
Iowa
$134K – – –
RFC
553
Regions Financial Corp
Alabama
$133K – – –
BAM
554
Barrett Asset Management
New York
$132K – – –
CT
555
Clearstead Trust
Maine
$132K – – –
SIS
556
Sound Income Strategies
Florida
$131K +$29.6K +145 +29%
PCG
557
Private Capital Group
Connecticut
$130K -$52K -255 -28%
CTC
558
Central Trust Company
Missouri
$130K -$10.4K -51 -7%
SBL
559
Sargent Bickham Lagudis
Colorado
$130K +$2.45K +12 +2%
CAL
560
Capital Advisors Ltd
Ohio
$112K – – –
PVH
561
Psagot Value Holdings
Israel
$111K +$112K +550 New
CLOS
562
Compagnie Lombard Odier SCmA
Switzerland
$109K +$7.35K +36 +7%
TL
563
TrueWealth LLC
Georgia
$108K – – –
VNA
564
Valley National Advisers
Pennsylvania
$106K +$3.88K +19 +4%
MFW
565
Mosaic Family Wealth
Missouri
$104K – – –
SCM
566
Silvant Capital Management
Georgia
$102K – – –
AIS
567
Accurate Investment Solutions
Pennsylvania
$101K – – –
CFA
568
Carroll Financial Associates
North Carolina
$93K +$204 +1 +0.2%
RWA
569
Ropes Wealth Advisors
Massachusetts
$91K -$10.2K -50 -10%
QCG
570
Quadrant Capital Group
Ohio
$91K +$612 +3 +0.6%
AIA
571
Alera Investment Advisors
Illinois
$91K +$92.1K +451 New
FHA
572
First Horizon Advisors
Tennessee
$90K -$4.9K -24 -5%
TVWM
573
Tower View Wealth Management
Wisconsin
$90K +$3.88K +19 +4%
GLI
574
Guardian Life Insurance
New York
$85K – – –
KA
575
Kaizen Advisory
Illinois
$85K +$16.1K +79 +23%
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