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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
626
Merriman Wealth Management
Washington
$472K – – –
SS
627
Simplicity Solutions
Minnesota
$470K +$420K +1,256 New
HT
628
HighTower Trust
Texas
$467K +$417K +1,247 New
DTL
629
Dynamic Technology Lab
Singapore
$465K +$415K +1,241 New
CCM
630
Coldstream Capital Management
Washington
$463K +$58.5K +175 +17%
CIS
631
Connors Investor Services
Pennsylvania
$459K +$1K +3 +0.2%
ACP
632
Aveo Capital Partners
Colorado
$452K +$2.67K +8 +0.7%
MGIA
633
Moneta Group Investment Advisors
Missouri
$450K -$3.67K -11 -0.9%
AB
634
Atlas Brown
Kentucky
$449K – – –
BIM
635
Bridgecreek Investment Management
Oklahoma
$449K – – –
TPWA
636
TRUE Private Wealth Advisors
Oregon
$444K – – –
FCC
637
Flower City Capital
New York
$435K +$388K +1,161 New
HKIMG
638
Hutchens & Kramer Investment Management Group
Indiana
$434K +$392K +1,173 New
MMG
639
Monetary Management Group
Missouri
$431K -$50.1K -150 -12%
FCMT
640
Founders Capital Management (Texas)
Texas
$431K – – –
BAM
641
Barrett Asset Management
New York
$429K +$4.68K +14 +1%
MC
642
Moors & Cabot
Massachusetts
$427K +$36.1K +108 +10%
M
643
MOTCO
Texas
$424K -$36.7K -110 -9%
MC
644
Machina Capital
France
$424K +$77.2K +231 +26%
SIA
645
Schechter Investment Advisors
Michigan
$419K +$373K +1,118 New
DCM
646
Driehaus Capital Management
Illinois
$418K – – –
WOC
647
West Oak Capital
California
$418K – – –
FCH
648
Freestone Capital Holdings
Washington
$418K +$59.5K +178 +19%
WCG
649
Weaver Consulting Group
California
$417K -$2K -6 -0.5%
AF
650
Advisornet Financial
Minnesota
$417K +$9.69K +29 +3%
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