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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
751
Coldstream Capital Management
Washington
$8.67M +$1.02M +5,629 +12%
EAMA
752
EFG Asset Management (Americas)
Florida
$8.66M -$70.5K -388 -0.8%
PCMC
753
Private Capital Management (Colorado)
Colorado
$8.58M +$8.54K +47 +0.1%
DWA
754
Douglass Winthrop Advisors
New York
$8.57M – – –
MGIA
755
Moneta Group Investment Advisors
Missouri
$8.57M -$156K -861 -2%
SWM
756
Spire Wealth Management
Virginia
$8.55M +$4.3M +23,668 +88%
MSFP
757
Mark Sheptoff Financial Planning
Connecticut
$8.5M +$188K +1,034 +2%
MCM
758
Mengis Capital Management
Oregon
$8.35M -$363 -2 -0%
WS
759
Wedbush Securities
California
$8.33M +$248K +1,366 +3%
HAIM
760
Hunter Associates Investment Management
Pennsylvania
$8.31M +$440K +2,424 +5%
CCT
761
Chemung Canal Trust
New York
$8.3M -$6M -33,038 -40%
RIG
762
Renaissance Investment Group
Massachusetts
$8.3M +$13.8K +76 +0.2%
FA
763
Fiduciary Alliance
South Carolina
$8.25M +$1.46M +8,030 +20%
FWCM
764
Ferguson Wellman Capital Management
Oregon
$8.24M -$119K -656 -1%
WFG
765
Wills Financial Group
Virginia
$8.22M +$19.4K +107 +0.2%
AIA
766
Allied Investment Advisors
Montana
$8.21M +$78.8K +434 +0.9%
GCA
767
Greenwood Capital Associates
South Carolina
$8.2M -$114K -630 -1%
HL
768
HeadInvest LLC
Maine
$8.17M +$2.91K +16 +0%
WB
769
Webster Bank
Connecticut
$8.12M -$908 -5 -0%
KRSITF
770
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.12M -$280K -1,542 -3%
HCM
771
Hutner Capital Management
Vermont
$8.11M -$60.7K -334 -0.7%
EF
772
Empirical Finance
Pennsylvania
$8.1M +$814K +4,482 +10%
TF
773
Talbot Financial
Washington
$8.1M +$107K +590 +1%
GFS
774
GYL Financial Synergies
Connecticut
$8.1M +$27.6K +152 +0.3%
HVIA
775
Hudson Valley Investment Advisors
New York
$8.06M -$135K -741 -2%
29 30
31
32 33