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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
826
Meridian Wealth Management
Kentucky
$7.59M -$296K -1,585 -4%
VV
827
Verity & Verity
South Carolina
$7.58M -$544K -2,914 -7%
HCM
828
Howland Capital Management
Massachusetts
$7.57M -$64.4K -345 -0.8%
FA
829
Fiduciary Alliance
South Carolina
$7.53M +$528K +2,828 +7%
IEFM
830
IQ EQ Fund Management
Ireland
$7.53M +$15.1K +81 +0.2%
OIA
831
OneDigital Investment Advisors
Kansas
$7.51M -$1.13M -6,031 -13%
JWM
832
JGP Wealth Management
Oregon
$7.49M +$143K +768 +2%
LC
833
Lindbrook Capital
California
$7.48M -$208K -1,117 -3%
PTC
834
Private Trust Company
Ohio
$7.47M -$748K -4,009 -9%
CIA
835
Capital Investment Advisors
Georgia
$7.47M -$138K -737 -2%
SPC
836
Sigma Planning Corp
Michigan
$7.41M -$1.55M -8,314 -17%
AAIM
837
American Assets Investment Management
California
$7.37M – – –
BEAM
838
Baker Ellis Asset Management
Washington
$7.32M -$128K -685 -2%
SWM
839
SeaCrest Wealth Management
New York
$7.3M -$134K -716 -2%
IIM
840
Intact Investment Management
Quebec, Canada
$7.3M -$2.86M -15,300 -28%
BCMO
841
Buckingham Capital Management (Ohio)
Ohio
$7.28M +$129K +691 +2%
NAM
842
NTV Asset Management
West Virginia
$7.24M -$9.52K -51 -0.1%
PWP
843
Private Wealth Partners
California
$7.22M +$32.8K +176 +0.5%
SFG
844
SevenBridge Financial Group
Pennsylvania
$7.21M -$9.14K -49 -0.1%
MCWS
845
McKinley Carter Wealth Services
West Virginia
$7.19M -$1.49K -8 -0%
QCM
846
Quantinno Capital Management
New York
$7.19M +$691K +3,702 +11%
M
847
MOTCO
Texas
$7.18M -$212K -1,137 -3%
LAM
848
Lountzis Asset Management
Pennsylvania
$7.18M -$181K -970 -2%
SCM
849
Schnieders Capital Management
California
$7.16M -$8.4K -45 -0.1%
NAS
850
Nicolet Advisory Services
Wisconsin
$7.1M +$1.01M +5,399 +17%
32 33
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