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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
626
Meeder Asset Management
Ohio
$373K +$7.06K +24 +2%
BDFN
627
Bond & Devick Financial Network
Minnesota
$373K +$1.18K +4 +0.3%
SP
628
Successful Portfolios
Florida
$373K – – –
GWMIA
629
Global Wealth Management Investment Advisory
Florida
$373K +$21.2K +72 +6%
RA
630
RFG Advisory
Alabama
$369K +$360K +1,223 New
SFI
631
SPC Financial Inc
Maryland
$369K – – –
SC
632
SRB Corp
Massachusetts
$368K -$85K -289 -19%
IA
633
Inspire Advisors
Idaho
$367K +$50K +170 +16%
BIM
634
Bridgecreek Investment Management
Oklahoma
$363K – – –
SFA
635
Sequoia Financial Advisors
Ohio
$361K +$37.6K +128 +12%
CG
636
Caprock Group
Idaho
$359K -$27.1K -92 -7%
TPWA
637
TRUE Private Wealth Advisors
Oregon
$359K – – –
M
638
MOTCO
Texas
$357K +$15.9K +54 +5%
SPC
639
Sigma Planning Corp
Michigan
$355K -$7.06K -24 -2%
BPC
640
Banque Pictet & Cie
Switzerland
$355K -$157K -533 -31%
PGFC
641
Peapack-Gladstone Financial Corp
New Jersey
$355K +$882 +3 +0.3%
DG
642
DMC Group
Alabama
$354K +$14.1K +48 +4%
SG
643
Sharper & Granite
California
$353K -$22.1K -75 -6%
RSWM
644
Robertson Stephens Wealth Management
California
$352K -$8.82K -30 -3%
LWAM
645
Legacy Wealth Asset Management
Minnesota
$349K +$2.65K +9 +0.8%
LFM
646
LGT Fund Management
Liechtenstein
$347K – – –
CIS
647
Connors Investor Services
Pennsylvania
$347K – – –
MBT
648
Montecito Bank & Trust
California
$344K +$87K +296 +35%
EFS
649
Essex Financial Services
Connecticut
$343K +$4.41K +15 +1%
TCOV
650
Trust Company of Vermont
Vermont
$342K +$44.1K +150 +15%
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