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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
551
Bridgecreek Investment Management
Oklahoma
$327K – – –
AWM
552
Apollon Wealth Management
South Carolina
$326K +$308K +1,321 New
GT
553
Greenleaf Trust
Michigan
$324K +$75.5K +324 +33%
MWM
554
Mission Wealth Management
California
$324K +$305K +1,311 New
MMG
555
Monetary Management Group
Missouri
$321K -$11.6K -50 -4%
GWM
556
Geneos Wealth Management
Colorado
$319K -$17K -73 -6%
RCM
557
RNC Capital Management
California
$318K – – –
BJL
558
Brighton Jones LLC
Washington
$316K -$14.2K -61 -5%
TA
559
Tectonic Advisors
Texas
$315K +$34.9K +150 +13%
WT
560
Whittier Trust
California
$314K +$6.29K +27 +2%
MWM
561
Merriman Wealth Management
Washington
$311K -$303K -1,300 -51%
MAFM
562
Mid Atlantic Financial Management
Pennsylvania
$310K -$17.5K -75 -6%
M
563
MOTCO
Texas
$309K -$34K -146 -10%
OPA
564
Old Port Advisors
Maine
$305K +$288K +1,236 New
CBT
565
Capital Bank & Trust
California
$299K -$3.85M -16,531 -93%
PAMP
566
Polar Asset Management Partners
Ontario, Canada
$299K -$130K -558 -32%
QCG
567
Quadrant Capital Group
Ohio
$298K +$40.3K +173 +17%
ACP
568
Aveo Capital Partners
Colorado
$298K +$282K +1,209 New
LOAMS
569
Lombard Odier Asset Management (Switzerland)
Switzerland
$297K +$280K +1,204 New
GSBTD
570
Glenview State Bank Trust Department
Illinois
$296K – – –
MC
571
Moors & Cabot
Massachusetts
$296K +$8.62K +37 +3%
AB
572
Atlas Brown
Kentucky
$296K +$11.6K +50 +4%
MGIA
573
Moneta Group Investment Advisors
Missouri
$296K +$279K +1,200 New
NA
574
NewEdge Advisors
Louisiana
$294K +$41.9K +180 +18%
CIM
575
Contravisory Investment Management
Massachusetts
$294K +$277K +1,190 New
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