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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
601
Clearstead Trust
Maine
$125K – – –
VNA
602
Valley National Advisers
Pennsylvania
$124K – – –
AS
603
Altshuler Shaham
Israel
$123K +$123K +636 New
PCG
604
Private Capital Group
Connecticut
$118K -$15K -78 -11%
WT
605
Washington Trust
Rhode Island
$118K – – –
SBL
606
Sargent Bickham Lagudis
Colorado
$111K -$3.47K -18 -3%
PWP
607
Principle Wealth Partners
Connecticut
$108K +$109K +564 New
PVH
608
Psagot Value Holdings
Israel
$102K – – –
IA
609
IFP Advisors
Florida
$102K +$16K +83 +19%
TL
610
TrueWealth LLC
Georgia
$98K – – –
QCG
611
Quadrant Capital Group
Ohio
$88K -$307K -1,589 -78%
TPCW
612
TD Private Client Wealth
New York
$86K -$35.3K -183 -29%
MIFH
613
Migdal Insurance & Financial Holdings
Israel
$85K -$579 -3 -0.7%
ACA
614
Atlas Capital Advisors
Wyoming
$83.9K +$84.3K +437 New
BAM
615
Bellevue Asset Management
Washington
$79K – – –
SCM
616
Silvant Capital Management
Georgia
$79K – – –
RWA
617
Ropes Wealth Advisors
Massachusetts
$78K +$1.35K +7 +2%
TFA
618
Toth Financial Advisory
Virginia
$77K – – –
APA
619
American Portfolios Advisors
New York
$76.9K +$23K +119 +42%
HFA
620
Hoover Financial Advisors
Pennsylvania
$76K +$76K +394 New
MHR
621
Matthew Hamilton Rosenberg
$70K +$16.4K +85 +30%
HPC
622
HM Payson & Co
Maine
$69K – – –
HRC
623
Hoertkorn Richard Charles
$68K – – –
MCM
624
Manchester Capital Management
Vermont
$67K – – –
SFSIG
625
San Francisco Sentry Investment Group
California
$66K -$24.9K -129 -27%
23 24
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