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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
826
Valeo Financial Advisors
Indiana
$4.96M -$609K -4,508 -11%
ST
827
Spinnaker Trust
Maine
$4.95M -$25.7K -190 -0.5%
WF
828
WoodTrust Financial
Wisconsin
$4.93M -$132K -978 -2%
AIP
829
ARS Investment Partners
New York
$4.9M +$86.5K +640 +2%
BRWM
830
B. Riley Wealth Management
Tennessee
$4.9M +$4.89M +36,183 +780%
FA
831
FMA Advisory
Pennsylvania
$4.89M -$119K -877 -2%
AF
832
Arrow Financial
New York
$4.87M -$34.5K -255 -0.6%
FMWA
833
Forvis Mazars Wealth Advisors
Missouri
$4.87M +$78.8K +583 +1%
ISB
834
Iowa State Bank
Iowa
$4.87M -$239K -1,767 -4%
LNWWM
835
Laird Norton Wetherby Wealth Management
California
$4.86M +$355K +2,625 +7%
SSW
836
Smith Shellnut Wilson
Mississippi
$4.83M -$145K -1,072 -3%
ASN
837
Advisory Services Network
Georgia
$4.83M +$35.9K +266 +0.7%
HFS
838
Hantz Financial Services
Michigan
$4.83M +$5.43M +40,196 New
PP
839
Pegasus Partners
Wisconsin
$4.82M +$1.3M +9,637 +32%
FWM
840
Frontier Wealth Management
Missouri
$4.82M +$1.32M +9,790 +32%
DWM
841
Destination Wealth Management
California
$4.81M -$30.9K -229 -0.6%
TC
842
Telemus Capital
Michigan
$4.81M +$38K +281 +0.8%
PPSG
843
Princeton Portfolio Strategies Group
New Jersey
$4.79M -$103K -762 -2%
AAIM
844
American Assets Investment Management
California
$4.78M – – –
SCA
845
Snowden Capital Advisors
New York
$4.78M -$254K -1,876 -5%
FFWA
846
FRG Family Wealth Advisors
Washington
$4.78M +$173K +1,280 +3%
CAM
847
Cresset Asset Management
Illinois
$4.78M +$183K +1,352 +4%
DWA
848
Douglass Winthrop Advisors
New York
$4.76M -$897K -6,635 -14%
CC
849
Chicago Capital
Illinois
$4.74M -$44.6K -330 -0.8%
CI
850
Cigna Investments
Connecticut
$4.74M +$330K +2,445 +7%
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