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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
551
Jacobi Capital Management
Pennsylvania
$226K +$24.6K +115 +11%
BAM
552
Barrett Asset Management
New York
$225K -$643 -3 -0.3%
MIA
553
MainStreet Investment Advisors
Illinois
$224K +$241K +1,127 New
DADC
554
D.A. Davidson & Co
Montana
$223K -$44.3K -207 -16%
AIM
555
AIA Investment Management
Singapore
$222K – – –
BCM
556
Bridgeway Capital Management
Texas
$218K -$85.7K -400 -27%
WOC
557
West Oak Capital
California
$218K -$19.3K -90 -8%
TCOV
558
Trust Company of Vermont
Vermont
$216K – – –
WPP
559
Whalerock Point Partners
Rhode Island
$215K – – –
LFG
560
LifePlan Financial Group
Ohio
$214K – – –
IC
561
IEQ Capital
California
$213K +$229K +1,069 New
ATC
562
Argent Trust Co
Tennessee
$210K +$226K +1,056 New
PCFFS
563
Pacific Center for Financial Services
California
$209K – – –
BG
564
Berry Group
Massachusetts
$208K – – –
BC
565
Brinker Capital
Pennsylvania
$206K -$39.2K -183 -15%
PAM
566
Private Asset Management
California
$206K -$16.1K -75 -7%
SCM
567
Shelton Capital Management
Colorado
$206K – – –
GWM
568
Geneos Wealth Management
Colorado
$204K +$214 +1 +0.1%
NA
569
NewEdge Advisors
Louisiana
$202K +$5.78K +27 +3%
EGM
570
Engineers Gate Manager
New York
$201K -$153K -714 -41%
SAM
571
Secure Asset Management
Michigan
$201K +$2.36K +11 +1%
AIM
572
Anchor Investment Management
South Carolina
$199K – – –
CFGS
573
Concourse Financial Group Securities
Alabama
$195K -$22.3K -104 -10%
AW
574
Alpha Windward
Massachusetts
$190K +$2.57K +12 +1%
SBSB
575
Sullivan, Bruyette, Speros & Blaney
Virginia
$184K – – –
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