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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
576
Braun-Bostich & Associates
Pennsylvania
$198K -$310K -1,483 -62%
AIM
577
Anchor Investment Management
South Carolina
$196K – – –
FBT
578
First Bank & Trust
South Dakota
$189K -$91.9K -439 -34%
CAC
579
Certified Advisory Corp
Florida
$183K +$209 +1 +0.1%
ARMC
580
American Research & Management Company
Massachusetts
$177K +$170K +813 New
AW
581
Alpha Windward
Massachusetts
$172K +$419 +2 +0.3%
LC
582
Lindbrook Capital
California
$157K -$7.74K -37 -5%
ARMT
583
Amica Retiree Medical Trust
Rhode Island
$152K -$223K -1,066 -60%
MMG
584
Monetary Management Group
Missouri
$152K – – –
PR
585
Payden & Rygel
California
$152K – – –
SBL
586
Sargent Bickham Lagudis
Colorado
$150K +$9K +43 +7%
RP
587
Rowlandmiller & Partners
Georgia
$147K – – –
QCIG
588
Quad-Cities Investment Group
Iowa
$145K – – –
BAM
589
Barrett Asset Management
New York
$142K – – –
CT
590
Clearstead Trust
Maine
$142K – – –
QCG
591
Quadrant Capital Group
Ohio
$142K +$42.7K +204 +43%
SIS
592
Sound Income Strategies
Florida
$141K +$419 +2 +0.3%
CTC
593
Central Trust Company
Missouri
$137K -$1.88K -9 -1%
RFC
594
Regions Financial Corp
Alabama
$132K -$10K -48 -7%
TVWM
595
Tower View Wealth Management
Wisconsin
$126K +$28.3K +135 +30%
CAL
596
Capital Advisors Ltd
Ohio
$121K – – –
PVH
597
Psagot Value Holdings
Israel
$118K -$2.09K -10 -2%
CLOS
598
Compagnie Lombard Odier SCmA
Switzerland
$117K – – –
TL
599
TrueWealth LLC
Georgia
$116K – – –
VNA
600
Valley National Advisers
Pennsylvania
$114K – – –
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