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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
651
Johnson Investment Counsel
Ohio
$333K -$305K -1,047 -47%
TPWA
652
TRUE Private Wealth Advisors
Oregon
$333K – – –
PGFC
653
Peapack-Gladstone Financial Corp
New Jersey
$329K -$16.9K -58 -5%
GWMIA
654
Global Wealth Management Investment Advisory
Florida
$326K +$24.2K +83 +8%
CIS
655
Connors Investor Services
Pennsylvania
$322K -$21.9K -75 -6%
LFM
656
LGT Fund Management
Liechtenstein
$322K – – –
LWAM
657
Legacy Wealth Asset Management
Minnesota
$321K +$10.8K +37 +3%
BCI
658
Brinker Capital Investments
Pennsylvania
$321K -$26.5K -91 -7%
SC
659
Savant Capital
Illinois
$316K +$28.9K +99 +10%
M
660
MOTCO
Texas
$315K +$44.6K +153 +16%
EAM
661
Empirical Asset Management
Massachusetts
$315K +$328K +1,125 New
S
662
SignatureFD
Georgia
$315K -$188K -644 -36%
AF
663
Advisornet Financial
Minnesota
$314K -$16.3K -56 -5%
EFS
664
Essex Financial Services
Connecticut
$314K -$1.17K -4 -0.4%
MGIA
665
Moneta Group Investment Advisors
Missouri
$313K -$26.2K -90 -8%
WCG
666
Weaver Consulting Group
California
$312K – – –
1IA
667
1834 Investment Advisors
Wisconsin
$310K +$322K +1,105 New
PCP
668
Proficio Capital Partners
Massachusetts
$307K +$71.2K +244 +28%
GCM
669
Gallacher Capital Management
Colorado
$306K +$319K +1,093 New
RWP
670
Ridgecrest Wealth Partners
California
$304K – – –
WPP
671
Whalerock Point Partners
Rhode Island
$304K – – –
DG
672
DMC Group
Alabama
$302K – – –
KA
673
Kovack Advisors
Florida
$301K +$7.29K +25 +2%
CF
674
Cantor Fitzgerald
New York
$301K +$67.1K +230 +27%
LIM
675
Longfellow Investment Management
Massachusetts
$301K +$313K +1,073 New
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