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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
576
Blue Fin Capital
Rhode Island
$628K – – –
CTA
577
Chesley Taft & Associates
Illinois
$626K – – –
MA
578
Mutual Advisors
Nebraska
$623K -$42.8K -118 -7%
VI
579
Versor Investments
New York
$621K -$402K -1,108 -41%
JWCA
580
J.W. Cole Advisors
Florida
$621K +$61K +168 +12%
HFM
581
Harvest Fund Management
China
$620K +$77.7K +214 +16%
LWCFA
582
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$618K – – –
KIA
583
KCM Investment Advisors
California
$618K +$5.44K +15 +1%
IF
584
Intrua Financial
Texas
$614K +$570K +1,572 New
PG
585
Pendal Group
Australia
$608K -$207K -570 -27%
JIC
586
Johnson Investment Counsel
Ohio
$601K +$25K +69 +5%
SP
587
Successful Portfolios
Florida
$599K – – –
LWAC
588
Laurel Wealth Advisors (California)
California
$594K -$148K -407 -21%
SF
589
Synovus Financial
Georgia
$591K -$2.9K -8 -0.5%
GCMG
590
Gyroscope Capital Management Group
Florida
$590K -$99.1K -273 -15%
WFC
591
Western Financial Corp
California
$590K +$549K +1,513 New
SPC
592
Sigma Planning Corp
Michigan
$583K -$273K -752 -33%
PAS
593
Park Avenue Securities
New York
$574K +$7.26K +20 +1%
BIP
594
Blueprint Investment Partners
North Carolina
$572K -$9.44K -26 -2%
QCG
595
Quadrant Capital Group
Ohio
$570K +$37.7K +104 +8%
RWM
596
Ritholtz Wealth Management
New York
$568K +$29K +80 +6%
WS
597
Wedbush Securities
California
$566K +$155K +428 +42%
BPC
598
Banque Pictet & Cie
Switzerland
$559K -$827K -2,278 -61%
CI
599
Conning Inc
Connecticut
$559K -$32.7K -90 -6%
VF
600
Vista Finance
Missouri
$559K – – –
22 23
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