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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
626
Park Avenue Securities
New York
$611K -$477K -1,661 -44%
HFM
627
Hartford Funds Management
Pennsylvania
$611K -$102K -355 -14%
BWM
628
Biltmore Wealth Management
Arizona
$608K +$114K +397 +23%
FCP
629
Fidelis Capital Partners
Florida
$607K +$339K +1,182 +129%
SAM
630
Sompo Asset Management
Japan
$607K -$8.61K -30 -1%
RPCONE
631
Retirement Planning Company of New England
Rhode Island
$606K +$1.44K +5 +0.2%
HIP
632
HUB Investment Partners
Texas
$605K +$115K +400 +24%
CI
633
CX Institutional
Indiana
$602K +$177K +615 +42%
GI
634
GAMMA Investing
California
$599K +$25K +87 +4%
JCM
635
Jacobi Capital Management
Pennsylvania
$593K +$36.2K +126 +7%
HGWM
636
Horst & Graben Wealth Management
Oregon
$587K +$3.73K +13 +0.6%
SIG
637
Stonegate Investment Group
Alabama
$587K +$102K +354 +21%
AAIS
638
ABN AMRO Investment Solutions
$584K +$59.1K +206 +11%
QC
639
Quadrature Capital
United Kingdom
$576K +$573K +1,996 New
HAG
640
HighPoint Advisor Group
Illinois
$574K +$30.1K +105 +6%
AC
641
Armistice Capital
New York
$570K +$566K +1,973 New
GLF
642
Groupe la Francaise
France
$568K +$38.7K +135 +7%
CWM
643
Chesapeake Wealth Management
Virginia
$568K +$4.59K +16 +0.8%
SFG
644
Shum Financial Group
California
$567K +$563K +1,962 New
ACM
645
Advisors Capital Management
New Jersey
$564K -$8.9K -31 -2%
GIM
646
Gold Investment Management
Alberta, Canada
$558K -$15.8K -55 -3%
LOIP
647
Live Oak Investment Partners
Texas
$556K +$82.9K +289 +18%
SFS
648
Strategic Financial Services
New York
$548K +$287 +1 +0.1%
JPWM
649
Jamison Private Wealth Management
Georgia
$538K +$243K +845 +83%
QCM
650
QRG Capital Management
Illinois
$535K -$6.39M -22,267 -92%
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