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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
551
Mission Wealth Management
California
$324K +$305K +1,311 New
MMG
552
Monetary Management Group
Missouri
$321K -$11.6K -50 -4%
GWM
553
Geneos Wealth Management
Colorado
$319K -$17K -73 -6%
RCM
554
RNC Capital Management
California
$318K – – –
BJL
555
Brighton Jones LLC
Washington
$316K -$14.2K -61 -5%
TA
556
Tectonic Advisors
Texas
$315K +$34.9K +150 +13%
WT
557
Whittier Trust
California
$314K +$6.29K +27 +2%
MWM
558
Merriman Wealth Management
Washington
$311K -$303K -1,300 -51%
MAFM
559
Mid Atlantic Financial Management
Pennsylvania
$310K -$17.5K -75 -6%
M
560
MOTCO
Texas
$309K -$34K -146 -10%
OPA
561
Old Port Advisors
Maine
$305K +$288K +1,236 New
CBT
562
Capital Bank & Trust
California
$299K -$3.85M -16,531 -93%
PAMP
563
Polar Asset Management Partners
Ontario, Canada
$299K -$130K -558 -32%
QCG
564
Quadrant Capital Group
Ohio
$298K +$40.3K +173 +17%
ACP
565
Aveo Capital Partners
Colorado
$298K +$282K +1,209 New
LOAMS
566
Lombard Odier Asset Management (Switzerland)
Switzerland
$297K +$280K +1,204 New
GSBTD
567
Glenview State Bank Trust Department
Illinois
$296K – – –
MC
568
Moors & Cabot
Massachusetts
$296K +$8.62K +37 +3%
AB
569
Atlas Brown
Kentucky
$296K +$11.6K +50 +4%
MGIA
570
Moneta Group Investment Advisors
Missouri
$296K +$279K +1,200 New
NA
571
NewEdge Advisors
Louisiana
$294K +$41.9K +180 +18%
CIM
572
Contravisory Investment Management
Massachusetts
$294K +$277K +1,190 New
TPWA
573
TRUE Private Wealth Advisors
Oregon
$293K +$274K +1,176 +10,691%
FCMT
574
Founders Capital Management (Texas)
Texas
$291K – – –
WOC
575
West Oak Capital
California
$285K +$10.5K +45 +4%
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