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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
751
Fulcrum Capital
Washington
$8.41M +$32.3K +188 +0.4%
PMFA
752
Plante Moran Financial Advisors
Michigan
$8.4M -$30.9K -180 -0.4%
GAM
753
Gotham Asset Management
New York
$8.4M +$6.9M +40,162 +436%
EAMA
754
EFG Asset Management (Americas)
Florida
$8.38M -$297K -1,728 -3%
SMI
755
Shelter Mutual Insurance
Missouri
$8.37M – – –
LIM
756
Letson Investment Management
Georgia
$8.37M -$7.73K -45 -0.1%
WFG
757
Wills Financial Group
Virginia
$8.36M +$174K +1,014 +2%
CLOS
758
Compagnie Lombard Odier SCmA
Switzerland
$8.35M -$372K -2,164 -4%
JRP
759
Jasper Ridge Partners
California
$8.33M – – –
TRCT
760
Tower Research Capital (TRC)
New York
$8.32M -$19.5M -113,773 -70%
APP
761
Avantax Planning Partners
Iowa
$8.3M -$2.52M -14,681 -23%
DAS
762
Dynamic Advisor Solutions
Arizona
$8.29M +$246K +1,432 +3%
CC
763
Chicago Capital
Illinois
$8.27M +$92.6K +539 +1%
HAIM
764
Hunter Associates Investment Management
Pennsylvania
$8.25M +$859 +5 +0%
BCMO
765
Buckingham Capital Management (Ohio)
Ohio
$8.23M -$57.6K -335 -0.7%
WPP
766
Whalerock Point Partners
Rhode Island
$8.19M +$197K +1,147 +2%
GIP
767
Granite Investment Partners
California
$8.18M -$641K -3,732 -7%
MRCM
768
M&R Capital Management
New Jersey
$8.16M -$23.9K -139 -0.3%
ADEF
769
Adams Diversified Equity Fund
Maryland
$8.13M – – –
AF
770
Allworth Financial
California
$8.12M -$320K -1,860 -4%
EF
771
Empirical Finance
Pennsylvania
$8.08M +$171K +996 +2%
VWA
772
Visionary Wealth Advisors
Illinois
$8.08M +$493K +2,870 +6%
CAC
773
Core Alternative Capital
Georgia
$8.08M -$821K -4,780 -9%
FWCM
774
Ferguson Wellman Capital Management
Oregon
$8.07M -$357K -2,076 -4%
DWA
775
Douglass Winthrop Advisors
New York
$8.01M -$202K -1,173 -2%
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