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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
626
EP Wealth Advisors
California
$361K +$376K +1,290 New
CC
627
Commons Capital
Massachusetts
$361K +$1.46K +5 +0.4%
RCM
628
RNC Capital Management
California
$361K – – –
CG
629
Caprock Group
Idaho
$359K -$111K -379 -23%
EA
630
Ellsworth Advisors
Ohio
$357K +$104K +355 +40%
DS
631
DRW Securities
Illinois
$354K -$514K -1,761 -58%
LCM
632
Landscape Capital Management
New Jersey
$353K +$368K +1,261 New
CIM
633
Cambria Investment Management
California
$353K -$40.8K -140 -10%
WP
634
WealthSpring Partners
California
$350K – – –
SG
635
Sharper & Granite
California
$348K +$362K +1,243 New
SP
636
Successful Portfolios
Florida
$346K -$87.5K -300 -20%
BDFN
637
Bond & Devick Financial Network
Minnesota
$345K +$875 +3 +0.2%
SXL
638
Summit X LLC
Missouri
$345K -$13.7K -47 -4%
T
639
TNF
Montana
$344K -$50.2K -172 -13%
SFI
640
SPC Financial Inc
Maryland
$342K +$13.7K +47 +4%
AB
641
Atlas Brown
Kentucky
$342K – – –
MAM
642
Meeder Asset Management
Ohio
$340K -$793K -2,721 -69%
MC
643
Moors & Cabot
Massachusetts
$339K +$27.7K +95 +9%
BS
644
Boenning & Scattergood
Pennsylvania
$337K -$875 -3 -0.3%
BIM
645
Bridgecreek Investment Management
Oklahoma
$336K – – –
SPC
646
Sigma Planning Corp
Michigan
$336K +$16.9K +58 +5%
ACP
647
Aveo Capital Partners
Colorado
$335K -$4.96K -17 -1%
I
648
InceptionR
California
$335K +$349K +1,197 New
RSWM
649
Robertson Stephens Wealth Management
California
$335K -$4.67K -16 -1%
JIC
650
Johnson Investment Counsel
Ohio
$333K -$305K -1,047 -47%
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