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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
776
Crestwood Advisors Group
Massachusetts
$268K +$18.9K +66 +7%
CC
777
Commons Capital
Massachusetts
$266K +$9.75K +34 +4%
TFA
778
Transamerica Financial Advisors
Florida
$265K +$5.45K +19 +2%
MCP
779
Mirador Capital Partners
California
$265K -$57.3K -200 -17%
DBFM
780
Dickmeyer Boyce Financial Management
Indiana
$265K +$280K +978 New
ADMI
781
Albert D. Mason Inc
Massachusetts
$265K +$1.43K +5 +0.5%
KCP
782
Kera Capital Partners
California
$264K -$21.5K -75 -7%
DG
783
DMC Group
Alabama
$262K -$6.02K -21 -2%
AIA
784
AssuredPartners Investment Advisors
Florida
$260K -$119K -414 -31%
CAM
785
Cresset Asset Management
Illinois
$260K -$948K -3,306 -78%
PS
786
Planned Solutions
California
$259K -$29.5K -103 -10%
OWA
787
Outlook Wealth Advisors
Texas
$257K +$1.72K +6 +0.6%
GCM
788
GKV Capital Management
California
$257K – – –
KIA
789
Knollwood Investment Advisory
Maryland
$257K – – –
PFS
790
Prospera Financial Services
Texas
$257K +$23.2K +81 +9%
HHCP
791
Hilton Head Capital Partners
South Carolina
$257K +$4.3K +15 +2%
GHI
792
Gross & Hartman Investments
Pennsylvania
$256K +$1.72K +6 +0.6%
SHFC
793
Safe Harbor Family Capital
North Carolina
$256K +$1.72K +6 +0.6%
RW
794
Rockport Wealth
Ohio
$256K – – –
WPC
795
White Pine Capital
Minnesota
$255K -$47.3K -165 -15%
CAC
796
Certified Advisory Corp
Florida
$253K +$287 +1 +0.1%
HBT
797
Heartland Bank & Trust
Illinois
$253K +$8.03K +28 +3%
WN
798
Williams & Novak
California
$252K -$217K -758 -45%
RMCM
799
Reynders McVeigh Capital Management
Massachusetts
$252K +$3.15K +11 +1%
IAG
800
Investment Advisory Group
Massachusetts
$252K – – –
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