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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
601
Benjamin Edwards Inc
Missouri
$320K +$27.8K +99 +10%
ATC
602
Argent Trust Co
Tennessee
$319K +$1.96K +7 +0.7%
RFC
603
Regions Financial Corp
Alabama
$318K +$297K +1,058 New
PCFFS
604
Pacific Center for Financial Services
California
$317K – – –
SAM
605
Secure Asset Management
Michigan
$317K +$1.96K +7 +0.7%
CFAM
606
Center For Asset Management
Florida
$315K +$294K +1,047 New
BOPW
607
Brandywine Oak Private Wealth
Pennsylvania
$313K +$292K +1,042 New
NP
608
NorthRock Partners
Minnesota
$312K +$21.9K +78 +8%
CAG
609
Curtis Advisory Group
California
$304K +$37K +132 +15%
TVWM
610
Tower View Wealth Management
Wisconsin
$303K -$10.1K -36 -3%
LIM
611
Longfellow Investment Management
Massachusetts
$291K -$178K -633 -40%
S
612
SimplyRich
California
$291K – – –
TCOV
613
Trust Company of Vermont
Vermont
$290K -$24.4K -87 -8%
DADC
614
D.A. Davidson & Co
Montana
$288K -$39.5K -141 -13%
AFG
615
Arkansas Financial Group
Arkansas
$286K – – –
BAAM
616
Baker Avenue Asset Management
California
$284K +$1.4K +5 +0.5%
LCP
617
Legacy Capital Partners
Wisconsin
$283K -$7.01K -25 -3%
NGA
618
Naples Global Advisors
Florida
$281K – – –
BCI
619
Brinker Capital Investments
Pennsylvania
$281K +$262K +935 New
CT
620
Columbia Trust
Oregon
$280K -$6.45K -23 -2%
PFO
621
Pathstone Family Office
New Jersey
$275K +$257K +916 New
TSS
622
Two Sigma Securities
New York
$272K +$254K +905 New
HIMC
623
Heritage Investors Management Corp
Maryland
$271K – – –
AIM
624
Anchor Investment Management
South Carolina
$271K -$28K -100 -10%
TFA
625
Teamwork Financial Advisors
Texas
$270K -$5.61K -20 -2%
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