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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SBSB
626
Sullivan, Bruyette, Speros & Blaney
Virginia
$181K -$33K -144 -16%
LIM
627
Longfellow Investment Management
Massachusetts
$180K +$178K +777 New
FCH
628
Freestone Capital Holdings
Washington
$177K – – –
SIS
629
Sound Income Strategies
Florida
$174K +$458 +2 +0.3%
ARMC
630
American Research & Management Company
Massachusetts
$165K – – –
PR
631
Payden & Rygel
California
$162K – – –
SOAMC
632
Spirit of America Management Corp
New York
$162K +$160K +700 New
IA
633
Inspire Advisors
Idaho
$162K +$161K +701 New
OSAM
634
O'Shaughnessy Asset Management
Connecticut
$161K +$58.9K +257 +58%
RWA
635
Ropes Wealth Advisors
Massachusetts
$159K -$11.7K -51 -7%
SIA
636
Sit Investment Associates
Minnesota
$159K – – –
SFS
637
Sowell Financial Services
Arkansas
$157K +$3.9K +17 +3%
LC
638
Lindbrook Capital
California
$155K +$2.29K +10 +2%
CT
639
Clearstead Trust
Maine
$150K – – –
PCG
640
Private Capital Group
Connecticut
$150K +$7.11K +31 +5%
FDCDDQ
641
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149K +$148K +647 New
VNA
642
Valley National Advisers
Pennsylvania
$149K – – –
CFFP
643
Center for Financial Planning
Michigan
$147K -$24.1K -105 -14%
CFA
644
Carroll Financial Associates
North Carolina
$147K – – –
WR
645
WD Rutherford
Oregon
$147K +$146K +637 New
WT
646
Washington Trust
Rhode Island
$142K – – –
CTC
647
Central Trust Company
Missouri
$135K – – –
TC
648
Trust Company
Kansas
$129K -$3.67K -16 -3%
FF
649
FourThought Financial
Florida
$129K +$128K +560 New
TFM
650
TFC Financial Management
Massachusetts
$128K – – –
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