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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
S
576
SimplyRich
California
$216K +$198K +969 New
GC
577
Grimes & Company
Massachusetts
$214K -$41.1K -201 -17%
AFG
578
Arkansas Financial Group
Arkansas
$212K +$194K +950 New
GTCM
579
Gyon Technologies Capital Management
New Jersey
$211K +$194K +949 New
NGA
580
Naples Global Advisors
Florida
$208K +$191K +934 New
PI
581
Putnam Investments
Massachusetts
$207K -$573K -2,802 -75%
SBSB
582
Sullivan, Bruyette, Speros & Blaney
Virginia
$206K – – –
BAAM
583
Baker Avenue Asset Management
California
$204K +$187K +916 New
SWA
584
Stratos Wealth Advisors
Ohio
$200K +$184K +898 New
GIA
585
Gateway Investment Advisers
Ohio
$200K +$184K +900 New
HIMC
586
Heritage Investors Management Corp
Maryland
$200K +$184K +900 New
PAS
587
Partnervest Advisory Services
California
$200K +$184K +900 New
AW
588
Alpha Windward
Massachusetts
$177K -$29.6K -145 -15%
S
589
SignatureFD
Georgia
$174K +$23.7K +116 +17%
FCH
590
Freestone Capital Holdings
Washington
$170K -$130K -637 -45%
SIS
591
Sound Income Strategies
Florida
$167K +$409 +2 +0.3%
CFFP
592
Center for Financial Planning
Michigan
$165K – – –
RWA
593
Ropes Wealth Advisors
Massachusetts
$165K +$68K +333 +82%
ARMC
594
American Research & Management Company
Massachusetts
$159K – – –
PR
595
Payden & Rygel
California
$156K – – –
SBL
596
Sargent Bickham Lagudis
Colorado
$156K +$24.1K +118 +20%
SIA
597
Sit Investment Associates
Minnesota
$154K -$26.6K -130 -16%
SFS
598
Sowell Financial Services
Arkansas
$148K -$409 -2 -0.3%
LC
599
Lindbrook Capital
California
$147K +$1.64K +8 +1%
CT
600
Clearstead Trust
Maine
$145K – – –
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