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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
576
NuWave Investment Management
New Jersey
$410K +$433K +1,381 New
KFA
577
Krane Funds Advisors
New York
$407K -$158K -502 -27%
SWA
578
Stratos Wealth Advisors
Ohio
$405K +$23.2K +74 +6%
PAS
579
Park Avenue Securities
New York
$399K -$4.08K -13 -1%
BO
580
Bank OZK
Arkansas
$397K – – –
AHC
581
Adell Harriman & Carpenter
Texas
$397K -$20.1K -64 -5%
WT
582
Whittier Trust
California
$394K +$9.41K +30 +2%
AII
583
AGF Investments Inc
Ontario, Canada
$393K +$233K +741 +127%
MWM
584
Mission Wealth Management
California
$390K – – –
ESCM
585
Echo Street Capital Management
New York
$390K +$412K +1,314 New
RWM
586
Ritholtz Wealth Management
New York
$387K +$17.9K +57 +5%
MMG
587
Monetary Management Group
Missouri
$386K – – –
RCM
588
RNC Capital Management
California
$383K – – –
QCG
589
Quadrant Capital Group
Ohio
$383K +$10.4K +33 +3%
BJL
590
Brighton Jones LLC
Washington
$382K +$4.08K +13 +1%
SIM
591
Sentry Investment Management
Wisconsin
$380K -$58.7K -187 -13%
GCP
592
GSA Capital Partners
United Kingdom
$380K +$401K +1,279 New
MWM
593
Merriman Wealth Management
Washington
$375K – – –
CFGS
594
Concourse Financial Group Securities
Alabama
$373K -$11.9K -38 -3%
SG
595
Stonnington Group
California
$370K – – –
CIM
596
Contravisory Investment Management
Massachusetts
$370K +$17.3K +55 +5%
M
597
MOTCO
Texas
$369K – – –
CIS
598
Connors Investor Services
Pennsylvania
$364K – – –
GWM
599
Geneos Wealth Management
Colorado
$361K – – –
MGIA
600
Moneta Group Investment Advisors
Missouri
$360K +$314 +1 +0.1%
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