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Public Storage

Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
601
Compagnie Lombard Odier SCmA
Switzerland
$117K – – –
TL
602
TrueWealth LLC
Georgia
$116K – – –
VNA
603
Valley National Advisers
Pennsylvania
$114K – – –
MFW
604
Mosaic Family Wealth
Missouri
$112K – – –
SCM
605
Silvant Capital Management
Georgia
$110K – – –
AIS
606
Accurate Investment Solutions
Pennsylvania
$109K – – –
Acadian Asset Management
607
Acadian Asset Management
Massachusetts
$107K +$103K +490 New
CFA
608
Carroll Financial Associates
North Carolina
$104K – – –
FHA
609
First Horizon Advisors
Tennessee
$100K +$2.3K +11 +2%
GWS
610
Glassman Wealth Services
Virginia
$100K +$95.8K +458 New
CFD
611
Creative Financial Designs
Indiana
$97K +$33.5K +160 +56%
GLI
612
Guardian Life Insurance
New York
$94K +$2.09K +10 +2%
RWA
613
Ropes Wealth Advisors
Massachusetts
$93K -$5.23K -25 -6%
BBNA
614
Bremer Bank National Association
Minnesota
$90K +$84.8K +405 New
IA
615
IFP Advisors
Florida
$87K -$1.97M -9,405 -96%
TFA
616
Toth Financial Advisory
Virginia
$87K – – –
HRC
617
Hoertkorn Richard Charles
$78K – – –
APA
618
American Portfolios Advisors
New York
$77.7K +$6.28K +30 +9%
WF
619
WealthTrust Fairport
Ohio
$77K +$837 +4 +1%
MCM
620
Manchester Capital Management
Vermont
$76K – – –
HDIM
621
Hanson & Doremus Investment Management
Vermont
$74K – – –
Rockefeller Capital Management
622
Rockefeller Capital Management
New York
$74K +$57.5K +275 +410%
DWM
623
Destination Wealth Management
California
$72K – – –
CHP
624
Cable Hill Partners
Oregon
$71K – – –
BFC
625
Bedel Financial Consulting
Indiana
$69K – – –