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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
701
Atlas Private Wealth Advisors
New Jersey
$4K – – –
NSIM
702
North Star Investment Management
Illinois
$4K – – –
BCA
703
Berman Capital Advisors
Georgia
$4K +$1.64K +8 +73%
PFS
704
Prospera Financial Services
Texas
$4K +$4.09K +20 New
FHA
705
Flagship Harbor Advisors
Massachusetts
$3K -$8.38K -41 -71%
CCA
706
Column Capital Advisors
Indiana
$3K -$7.97K -39 -72%
RIA
707
RPG Investment Advisory
California
$3K – – –
BBL
708
Beck Bode LLC
Massachusetts
$3K +$2.25K +11 New
RWM
709
Raffa Wealth Management
District of Columbia
$2.45K – – –
GEA
710
Glen Eagle Advisors
New Jersey
$2.23K -$8.38K -41 -80%
EWA
711
Evolution Wealth Advisors
Florida
$2K – – –
HNB
712
Huntington National Bank
Ohio
$2K – – –
IFAM
713
Institutional & Family Asset Management
Colorado
$2K – – –
BWM
714
Baystate Wealth Management
Massachusetts
$2K +$204 +1 +10%
CFB
715
Cullen/Frost Bankers
Texas
$2K +$1.84K +9 New
FGA
716
Fortis Group Advisors
New Jersey
$2K +$2.04K +10 New
CA
717
Crewe Advisors
Utah
$2K +$2.25K +11 New
TPWA
718
TRUE Private Wealth Advisors
Oregon
$2K +$2.25K +11 New
TFA
719
Transamerica Financial Advisors
Florida
$1K -$185K -906 -100%
VFA
720
Valeo Financial Advisors
Indiana
$1K -$6.74K -33 -89%
ME
721
McIlrath & Eck
Washington
$1K – – –
ED
722
Exane Derivatives
France
$668 – – –
ESCM
723
Echo Street Capital Management
New York
– -$17.9M -93,462 Closed
TAM
724
Third Avenue Management
New York
– -$7.34M -38,265 Closed
QIM
725
Quantitative Investment Management
Virginia
– -$5.84M -30,440 Closed
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