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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
601
Stonegate Investment Group
Alabama
$479K +$55.8K +199 +12%
SFM
602
Signet Financial Management
New Jersey
$476K +$506K +1,805 New
WP
603
WealthPLAN Partners
Nebraska
$474K – – –
AIS
604
American Investment Services
Massachusetts
$471K +$55.8K +199 +13%
UH
605
Unigestion Holding
Switzerland
$469K – – –
H
606
HoyleCohen
California
$461K +$561 +2 +0.1%
JAG
607
Journey Advisory Group
Kentucky
$459K -$196K -700 -29%
AB
608
Atlas Brown
Kentucky
$453K – – –
SAM
609
Summit Asset Management
Tennessee
$453K – – –
WC
610
Winmill & Co
New Hampshire
$448K – – –
GT
611
Greenleaf Trust
Michigan
$445K -$19.3K -69 -4%
JCM
612
Jacobi Capital Management
Pennsylvania
$441K +$63.9K +228 +16%
CI
613
Cigna Investments
Connecticut
$441K -$63.6K -227 -12%
GCM
614
Gallacher Capital Management
Colorado
$439K +$34.5K +123 +8%
II
615
Inspire Investing
Idaho
$433K +$10.7K +38 +2%
CT
616
Cambridge Trust
Massachusetts
$431K -$12.6K -45 -3%
WT
617
Whittier Trust
California
$429K +$15.1K +54 +3%
EI
618
Ethic Inc
New York
$428K -$1.3M -4,631 -74%
WPC
619
White Pine Capital
Minnesota
$423K +$93.9K +335 +26%
DA
620
Denali Advisors
California
$422K +$140K +500 +45%
TPCW
621
TD Private Client Wealth
New York
$420K +$16K +57 +4%
HBT
622
Heartland Bank & Trust
Illinois
$418K +$6.45K +23 +1%
MAS
623
Meeder Advisory Services
Ohio
$417K -$168K -599 -27%
FIA
624
Foundations Investment Advisors
Arizona
$413K -$26.6K -95 -6%
CCS
625
Concentric Capital Strategies
Connecticut
$412K +$439K +1,565 New
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