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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
2576
True Link Financial Advisors
California
$349K -$27.9K -171 -8%
PC
2577
Port Capital
Illinois
$349K – – –
SN
2578
Sittner & Nelson
Oregon
$349K +$123K +750 +60%
LAM
2579
L2 Asset Management
Massachusetts
$347K +$326K +1,995 New
HA
2580
Harfst & Associates
Wyoming
$346K – – –
VCM
2581
Vision Capital Management
Oregon
$346K – – –
BCP
2582
Berkeley Capital Partners
Georgia
$345K -$3.92K -24 -1%
MCA
2583
Millennium Capital Advisors
Arkansas
$344K +$323K +1,980 New
SOW
2584
State of Wyoming
Wyoming
$343K -$8.66K -53 -3%
ESCM
2585
Echo Street Capital Management
New York
$342K -$1.01M -6,162 -76%
JPMIA
2586
J.P. Marvel Investment Advisors
Massachusetts
$342K -$2.29K -14 -0.7%
HCM
2587
Howard Capital Management
Georgia
$342K +$321K +1,968 New
AIP
2588
Ahrens Investment Partners
Louisiana
$341K – – –
APA
2589
Astoria Portfolio Advisors
New York
$341K +$321K +1,963 New
BHB
2590
Bank Hapoalim BM
Israel
$340K -$122K -747 -28%
FPIS
2591
Financial Planning & Information Services
Wisconsin
$339K – – –
WOSD
2592
WFA of San Diego
California
$338K -$10.8K -66 -3%
PDM
2593
Penn Davis McFarland
Texas
$338K – – –
BAM
2594
Bellevue Asset Management
Washington
$338K +$4.41K +27 +1%
TCPWM
2595
Traverso Chambers Private Wealth Management
California
$336K – – –
SC
2596
Scholtz & Company
Connecticut
$335K -$7.35K -45 -2%
BWM
2597
Benchmark Wealth Management
Connecticut
$335K – – –
AWM
2598
Atticus Wealth Management
Florida
$332K -$78.4K -480 -20%
TW
2599
Towerpoint Wealth
California
$332K -$5.55K -34 -2%
SHGA
2600
Sand Hill Global Advisors
California
$332K – – –
102 103
104
105 106