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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
626
Stratos Wealth Advisors
Ohio
$383K -$73.8K -227 -15%
CI
627
Conning Inc
Connecticut
$382K -$39K -120 -8%
BWA
628
Blodgett Wealth Advisors
California
$381K – – –
RCM
629
RNC Capital Management
California
$378K – – –
CC
630
Commons Capital
Massachusetts
$376K -$5.86K -18 -1%
CIM
631
Contravisory Investment Management
Massachusetts
$371K – – –
T
632
TNF
Montana
$371K +$325 +1 +0.1%
WP
633
WealthSpring Partners
California
$365K +$406K +1,248 New
GWM
634
GSB Wealth Management
Connecticut
$365K – – –
BCI
635
Brinker Capital Investments
Pennsylvania
$362K +$13.7K +42 +4%
DA
636
DCM Advisors
New York
$362K -$1.13M -3,463 -74%
AAS
637
Avantax Advisory Services
Texas
$361K -$15K -46 -4%
PGFC
638
Peapack-Gladstone Financial Corp
New Jersey
$360K -$49.4K -152 -11%
BDFN
639
Bond & Devick Financial Network
Minnesota
$360K +$1.63K +5 +0.4%
SW
640
SVB Wealth
Massachusetts
$360K +$401K +1,232 New
CIS
641
Connors Investor Services
Pennsylvania
$359K – – –
AB
642
Atlas Brown
Kentucky
$357K – – –
EAM
643
Erste Asset Management
Austria
$356K +$33.2K +102 +9%
ACP
644
Aveo Capital Partners
Colorado
$355K +$3.25K +10 +0.8%
RSWM
645
Robertson Stephens Wealth Management
California
$354K -$2.28K -7 -0.6%
BIM
646
Bridgecreek Investment Management
Oklahoma
$351K – – –
TPWA
647
TRUE Private Wealth Advisors
Oregon
$347K – – –
AF
648
Advisornet Financial
Minnesota
$345K +$2.93K +9 +0.8%
SFI
649
SPC Financial Inc
Maryland
$344K +$45.2K +139 +13%
IWC
650
Integrated Wealth Concepts
Massachusetts
$342K -$16.6K -51 -4%
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