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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIG
626
Strategic Wealth Investment Group
Kentucky
$9.22M -$82.8K -554 -0.8%
MIM
627
Morningstar Investment Management
Illinois
$9.16M – – –
CTA
628
Colonial Trust Advisors
South Carolina
$9.14M -$295K -1,975 -3%
VWA
629
Visionary Wealth Advisors
Illinois
$9.13M +$585K +3,910 +6%
CB
630
Community Bank
New York
$9.12M -$39K -261 -0.4%
GIC
631
Generali Investments CEE
Czech Republic
$9.12M -$146K -979 -1%
CWM
632
Calamos Wealth Management
Illinois
$9.09M -$186K -1,241 -2%
ASN
633
Advisory Services Network
Georgia
$9.06M +$634K +4,243 +7%
DWM
634
Diversify Wealth Management
Utah
$8.95M +$235K +1,572 +3%
DAS
635
Diversify Advisory Services
Utah
$8.95M +$8.34M +55,762 +677%
LKIM
636
Lawson Kroeker Investment Management
Nebraska
$8.91M +$8.58M +57,385 +681%
FG
637
Fiduciary Group
Georgia
$8.9M -$147K -985 -1%
LBC
638
Lowe Brockenbrough & Co
Virginia
$8.85M -$65.3K -437 -0.7%
CANC
639
Culbertson A N & Co
Virginia
$8.84M -$83.6K -559 -0.8%
PS
640
Principal Securities
Iowa
$8.81M +$4.95M +33,117 +104%
BRCM
641
Bright Rock Capital Management
Massachusetts
$8.8M – – –
BFA
642
Bragg Financial Advisors
North Carolina
$8.79M -$1.07M -7,180 -10%
NPPM
643
North Point Portfolio Managers
Ohio
$8.72M -$335K -2,240 -3%
TF
644
Tompkins Financial
New York
$8.71M -$409K -2,737 -4%
PWW
645
Pettyjohn Wood & White
Virginia
$8.7M -$449 -3 -0%
MGIA
646
Matthew Goff Investment Advisor
Texas
$8.67M -$190K -1,273 -2%
WAS
647
Wesleyan Assurance Society
United Kingdom
$8.66M – – –
AF
648
Allworth Financial
California
$8.61M -$8M -53,492 -46%
OPCM
649
Osborne Partners Capital Management
California
$8.59M +$204K +1,363 +2%
SCA
650
Sage Capital Advisors
South Dakota
$8.54M -$29.6K -198 -0.3%
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