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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
Cornerstone Advisory
Maryland
$276K -$606K -1,750 -66%
DCM
702
Driehaus Capital Management
Illinois
$273K -$28.4K -82 -9%
FHB
703
First Hawaiian Bank
Hawaii
$271K +$20.8K +60 +7%
PA
704
Pinnacle Associates
New York
$270K +$56.8K +164 +23%
BS
705
Boenning & Scattergood
Pennsylvania
$269K -$1.73K -5 -0.6%
PWS
706
Precision Wealth Strategies
Missouri
$268K +$33.6K +97 +12%
LC
707
Lindbrook Capital
California
$268K +$52.3K +151 +21%
DP
708
Dearborn Partners
Illinois
$267K -$489K -1,412 -62%
MBT
709
Montecito Bank & Trust
California
$266K +$81.4K +235 +38%
SIG
710
Stonegate Investment Group
Alabama
$266K +$96.9K +280 +49%
CAC
711
Certified Advisory Corp
Florida
$265K +$346 +1 +0.1%
CT
712
Columbia Trust
Oregon
$264K – – –
AMM
713
American Money Management
California
$264K +$346 +1 +0.1%
MWM
714
Mission Wealth Management
California
$264K +$4.85K +14 +2%
CF
715
Cantor Fitzgerald
New York
$264K +$293K +845 New
FAFN
716
First Affirmative Financial Network
Colorado
$263K -$14.9K -43 -5%
PCP
717
Proficio Capital Partners
Massachusetts
$263K -$2.42K -7 -0.8%
PWA
718
Physician Wealth Advisors
Utah
$263K – – –
LFAS
719
Level Four Advisory Services
Texas
$263K +$13.2K +38 +5%
TSS
720
Two Sigma Securities
New York
$262K +$290K +837 New
EM
721
Excalibur Management
Massachusetts
$260K – – –
QT
722
Quantamental Technologies
New York
$260K +$287K +830 New
BIP
723
Blueprint Investment Partners
North Carolina
$258K -$222K -640 -44%
TNBTD
724
Trustmark National Bank Trust Department
Mississippi
$258K +$75.1K +217 +36%
LS
725
Livforsakringsbolaget Skandia
Sweden
$257K -$208K -600 -42%
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