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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
951
HM Payson & Co
Maine
$154K +$20.8K +64 +18%
PCWA
952
Pacific Capital Wealth Advisors
California
$154K – – –
NS
953
NBC Securities
Alabama
$153K +$46.4K +143 +51%
FMII
954
Farmers & Merchants Investments Inc
Nebraska
$152K – – –
JSAM
955
J. Safra Asset Management
New York
$152K +$76.3K +235 +124%
SCM
956
Silvant Capital Management
Georgia
$151K – – –
DWS
957
Dynamic Wealth Strategies
California
$150K +$22.1K +68 +20%
HFM
958
Hartford Financial Management
Connecticut
$150K – – –
AA
959
Ancora Advisors
Ohio
$150K +$87.7K +270 +190%
SWM
960
Spire Wealth Management
Virginia
$147K +$41.6K +128 +46%
SAM
961
Smartleaf Asset Management
Massachusetts
$147K +$82.5K +254 +161%
AA
962
Alta Advisers
United Kingdom
$146K – – –
PK
963
Pflug Koory
Nebraska
$144K +$129K +397 New
PPA
964
Painted Porch Advisors
California
$143K – – –
JWA
965
JFS Wealth Advisors
Pennsylvania
$132K – – –
HRC
966
Hoertkorn Richard Charles
$130K – – –
FAM
967
Flaharty Asset Management
Florida
$127K +$113K +349 New
CPA
968
Capital Performance Advisors
California
$127K +$113K +348 New
AWM
969
Avior Wealth Management
Nebraska
$125K -$13K -40 -10%
HDIM
970
Hanson & Doremus Investment Management
Vermont
$123K – – –
PCFFS
971
Pacific Center for Financial Services
California
$122K – – –
ABWM
972
Alpine Bank Wealth Management
Colorado
$120K +$107K +331 New
MHR
973
Matthew Hamilton Rosenberg
$119K +$5.19K +16 +5%
JFA
974
JNBA Financial Advisors
Minnesota
$117K – – –
PFPT
975
Pinnacle Financial Partners (Tennessee)
Tennessee
$109K – – –
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