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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
601
EP Wealth Advisors
California
$589K -$51.5K -194 -9%
PA
602
PFG Advisors
Arizona
$589K -$35.8K -135 -7%
WA
603
Waddell & Associates
Tennessee
$588K -$272K -1,025 -35%
FTIS
604
First Trust Investment Solutions
Florida
$587K +$511K +1,925 New
SC
605
SRB Corp
Massachusetts
$587K +$511K +1,924 New
IA
606
Inspire Advisors
Idaho
$581K +$123K +463 +32%
AF
607
Arrow Financial
New York
$580K – – –
OIA
608
OneDigital Investment Advisors
Kansas
$578K +$197K +744 +65%
SFS
609
Strategic Financial Services
New York
$578K -$13.3K -50 -3%
CCM
610
Cullen Capital Management
New York
$577K – – –
PFS
611
Prospera Financial Services
Texas
$576K -$1.08M -4,062 -68%
VAS
612
Vestmark Advisory Solutions
Massachusetts
$573K -$24.9K -94 -5%
JWCA
613
J.W. Cole Advisors
Florida
$572K +$498K +1,875 New
SFM
614
Signet Financial Management
New Jersey
$572K +$18.3K +69 +4%
ETC
615
Exchange Traded Concepts
Oklahoma
$566K -$79.6K -300 -14%
CIC
616
Carnegie Investment Counsel
Ohio
$565K – – –
RJT
617
Raymond James Trust
Florida
$564K -$78.5K -296 -14%
WP
618
WealthPLAN Partners
Nebraska
$564K +$12.7K +48 +3%
PPW
619
Pasadena Private Wealth
California
$562K +$489K +1,841 New
CCA
620
Checchi Capital Advisers
California
$558K -$81.5K -307 -14%
HFM
621
Hartford Funds Management
Pennsylvania
$552K +$125K +470 +35%
SBF
622
Sara-Bay Financial
Florida
$551K -$17.8K -67 -4%
PS
623
Principal Securities
Iowa
$549K +$478K +1,800 New
AIS
624
American Investment Services
Massachusetts
$546K – – –
VAG
625
VisionPoint Advisory Group
Texas
$538K -$1.32M -4,979 -74%
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