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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
626
Freestone Capital Holdings
Washington
$177K – – –
SIS
627
Sound Income Strategies
Florida
$174K +$458 +2 +0.3%
ARMC
628
American Research & Management Company
Massachusetts
$165K – – –
PR
629
Payden & Rygel
California
$162K – – –
SOAMC
630
Spirit of America Management Corp
New York
$162K +$160K +700 New
IA
631
Inspire Advisors
Idaho
$162K +$161K +701 New
OSAM
632
O'Shaughnessy Asset Management
Connecticut
$161K +$58.9K +257 +58%
RWA
633
Ropes Wealth Advisors
Massachusetts
$159K -$11.7K -51 -7%
SIA
634
Sit Investment Associates
Minnesota
$159K – – –
SFS
635
Sowell Financial Services
Arkansas
$157K +$3.9K +17 +3%
LC
636
Lindbrook Capital
California
$155K +$2.29K +10 +2%
CT
637
Clearstead Trust
Maine
$150K – – –
PCG
638
Private Capital Group
Connecticut
$150K +$7.11K +31 +5%
FDCDDQ
639
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149K +$148K +647 New
VNA
640
Valley National Advisers
Pennsylvania
$149K – – –
CFFP
641
Center for Financial Planning
Michigan
$147K -$24.1K -105 -14%
CFA
642
Carroll Financial Associates
North Carolina
$147K – – –
WR
643
WD Rutherford
Oregon
$147K +$146K +637 New
WT
644
Washington Trust
Rhode Island
$142K – – –
CTC
645
Central Trust Company
Missouri
$135K – – –
TC
646
Trust Company
Kansas
$129K -$3.67K -16 -3%
FF
647
FourThought Financial
Florida
$129K +$128K +560 New
TFM
648
TFC Financial Management
Massachusetts
$128K – – –
HFM
649
Harvest Fund Management
China
$111K +$30.3K +132 +38%
IA
650
IFP Advisors
Florida
$109K -$10.3K -45 -9%
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