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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
626
Fulcrum Asset Management
United Kingdom
$657K +$663K +2,238 New
PI
627
PFG Investments
New York
$649K +$380K +1,285 +139%
HI
628
Harbour Investments
Wisconsin
$649K +$104K +351 +19%
PGFC
629
Peapack-Gladstone Financial Corp
New Jersey
$639K +$54.2K +183 +9%
AB
630
Atlas Brown
Kentucky
$637K -$1.18K -4 -0.2%
EWM
631
Evercore Wealth Management
New York
$635K – – –
WCM
632
Winebrenner Capital Management
Kentucky
$626K – – –
GVAG
633
Great Valley Advisor Group
Delaware
$626K +$2.37K +8 +0.4%
TPCW
634
TD Private Client Wealth
New York
$625K +$69K +233 +12%
SAM
635
Sompo Asset Management
Japan
$625K -$118K -400 -16%
NFG
636
Nations Financial Group
Iowa
$623K – – –
RPCONE
637
Retirement Planning Company of New England
Rhode Island
$614K +$2.37K +8 +0.4%
IIM
638
InTrack Investment Management
Vermont
$610K +$615K +2,078 New
CCM
639
Coldstream Capital Management
Washington
$606K +$3.85K +13 +0.6%
DS
640
DRW Securities
Illinois
$598K +$604K +2,039 New
GCP
641
GSA Capital Partners
United Kingdom
$598K +$265K +894 +78%
HGWM
642
Horst & Graben Wealth Management
Oregon
$592K -$1.48K -5 -0.2%
GIM
643
Gold Investment Management
Alberta, Canada
$592K -$141K -476 -19%
GI
644
GAMMA Investing
California
$583K +$69K +233 +13%
ACM
645
Advisors Capital Management
New Jersey
$582K -$13K -44 -2%
CTFG
646
Capstone Triton Financial Group
Oklahoma
$577K +$582K +1,965 New
BTWM
647
Baker Tilly Wealth Management
Wisconsin
$573K +$134K +452 +30%
CWM
648
Chesapeake Wealth Management
Virginia
$573K +$110K +372 +24%
GT
649
Greenleaf Trust
Michigan
$570K -$26.6K -90 -4%
AP
650
Advisors Preferred
Maryland
$566K – – –
24 25
26
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