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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGLC
576
Johnson Financial Group LLC (Colorado)
Colorado
$588K -$73.5K -220 -12%
KIA
577
KCM Investment Advisors
California
$588K +$55.1K +165 +12%
AC
578
AlphaCore Capital
California
$587K – – –
TWC
579
TD Waterhouse Canada
Ontario, Canada
$583K +$532K +1,594 New
HAS
580
HBW Advisory Services
California
$580K – – –
CTA
581
Chesley Taft & Associates
Illinois
$577K – – –
BRWA
582
B. Riley Wealth Advisors
Florida
$577K +$30.1K +90 +6%
SP
583
Successful Portfolios
Florida
$575K – – –
SF
584
Synovus Financial
Georgia
$572K +$668 +2 +0.1%
BC
585
Bridgefront Capital
Texas
$572K +$510K +1,526 New
PGFC
586
Peapack-Gladstone Financial Corp
New Jersey
$571K -$13.4K -40 -3%
CI
587
Conning Inc
Connecticut
$570K -$38.4K -115 -7%
BIP
588
Blueprint Investment Partners
North Carolina
$559K +$134K +400 +37%
FP
589
Fiduciary Planning
Florida
$556K -$781K -2,338 -61%
MBTD
590
Mechanics Bank - Trust Department
California
$554K – – –
JIC
591
Johnson Investment Counsel
Ohio
$551K +$240K +719 +96%
MCP
592
Mirador Capital Partners
California
$546K – – –
AF
593
Arrow Financial
New York
$543K -$100K -300 -17%
PAS
594
Park Avenue Securities
New York
$543K +$36.4K +109 +8%
SMF
595
Sterling Manor Financial
New York
$542K +$483K +1,446 New
CIM
596
Contravisory Investment Management
Massachusetts
$540K +$65.8K +197 +16%
VF
597
Vista Finance
Missouri
$536K +$478K +1,432 New
JWCA
598
J.W. Cole Advisors
Florida
$534K +$476K +1,424 New
BHBT
599
Burke & Herbert Bank & Trust
Virginia
$527K – – –
SIM
600
Sentry Investment Management
Wisconsin
$525K +$40.4K +121 +9%
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