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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
726
Simplicity Solutions
Minnesota
$247K +$29.6K +91 +12%
KCM
727
Kathmere Capital Management
Pennsylvania
$247K +$274K +843 New
MBT
728
Montecito Bank & Trust
California
$246K -$3.25K -10 -1%
BCM
729
Brookstone Capital Management
Illinois
$244K +$18.5K +57 +7%
EM
730
Excalibur Management
Massachusetts
$243K – – –
TVWM
731
Tower View Wealth Management
Wisconsin
$242K +$3.58K +11 +1%
AA
732
AlphaCentric Advisors
Puerto Rico
$241K +$268K +823 New
WCM
733
Windham Capital Management
Massachusetts
$240K +$6.18K +19 +2%
PWA
734
Physician Wealth Advisors
Utah
$239K – – –
IAG
735
Investmark Advisory Group
Connecticut
$238K -$23.1K -71 -8%
FLPIM
736
F.L. Putnam Investment Management
Massachusetts
$238K – – –
NP
737
Ninepoint Partners
Ontario, Canada
$236K – – –
WA
738
Wambolt & Associates
Colorado
$232K +$5.2K +16 +2%
P
739
Pitcairn
Pennsylvania
$231K -$3.25K -10 -1%
NP
740
NorthRock Partners
Minnesota
$226K -$66.7K -205 -21%
AIM
741
AMI Investment Management
Indiana
$226K -$65.1K -200 -2%
LIM
742
Lathrop Investment Management
Arkansas
$225K – – –
AFG
743
Arkansas Financial Group
Arkansas
$224K – – –
WA1
744
Wimmer Associates 1
California
$224K +$9.76K +30 +4%
IWA
745
IVC Wealth Advisors
Pennsylvania
$223K – – –
ZCA
746
Zeke Capital Advisors
Pennsylvania
$223K +$1.63K +5 +0.7%
PWMAG
747
Pinnacle Wealth Management Advisory Group
New Jersey
$223K +$248K +761 New
WLIM
748
White Lighthouse Investment Management
Massachusetts
$220K – – –
FAFN
749
First Affirmative Financial Network
Colorado
$218K -$31.2K -96 -11%
ATC
750
Argent Trust Co
Tennessee
$218K – – –
28 29
30
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