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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
751
Patten & Patten
Tennessee
$9.01M -$357K -2,003 -4%
MSFP
752
Mark Sheptoff Financial Planning
Connecticut
$9M -$892 -5 -0%
PL
753
Parkwood LLC
Ohio
$8.99M -$243K -1,363 -3%
WB
754
Webster Bank
Connecticut
$8.99M -$120K -671 -1%
HVIA
755
Hudson Valley Investment Advisors
New York
$8.97M +$62.4K +350 +0.7%
FWCM
756
Ferguson Wellman Capital Management
Oregon
$8.94M +$2.27M +12,720 +35%
KRSITF
757
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.94M – – –
BFA
758
Bragg Financial Advisors
North Carolina
$8.89M +$410K +2,296 +5%
TCOT
759
Trust Company of Toledo
Ohio
$8.88M +$107K +598 +1%
PFS
760
Prospera Financial Services
Texas
$8.86M -$822K -4,606 -9%
CSPIA
761
Cary Street Partners Investment Advisory
Virginia
$8.86M +$23.4K +131 +0.3%
FNBTCON
762
First National Bank & Trust Co of Newtown
Pennsylvania
$8.82M -$24.1K -135 -0.3%
WIC
763
Woodmont Investment Counsel
Tennessee
$8.82M +$101K +569 +1%
AAP
764
Aristotle Atlantic Partners
Florida
$8.81M +$324K +1,815 +4%
ISB
765
Iowa State Bank
Iowa
$8.77M -$47.8K -268 -0.5%
VFA
766
Valeo Financial Advisors
Indiana
$8.75M +$266K +1,491 +2%
HCM
767
Hutner Capital Management
Vermont
$8.73M -$109K -609 -1%
RIG
768
Renaissance Investment Group
Massachusetts
$8.72M +$160K +899 +2%
LRPA
769
L. Roy Papp & Associates
Arizona
$8.7M -$169K -948 -2%
IWA
770
IBEX Wealth Advisors
New Jersey
$8.69M +$17.1K +96 +0.2%
PAA
771
Peregrine Asset Advisers
Oregon
$8.68M +$669K +3,749 +8%
GIM
772
Grassi Investment Management
California
$8.67M – – –
SPC
773
Sigma Planning Corp
Michigan
$8.65M -$118K -664 -1%
WFG
774
Wills Financial Group
Virginia
$8.6M +$8.38K +47 +0.1%
TF
775
Talbot Financial
Washington
$8.5M +$8.39M +47,037 New
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