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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
826
Mark Sheptoff Financial Planning
Connecticut
$5.94M -$242K -1,697 -4%
AAM
827
AR Asset Management
California
$5.93M – – –
SVWAG
828
Sound View Wealth Advisors Group
Georgia
$5.91M -$263K -1,841 -4%
MCWS
829
McKinley Carter Wealth Services
West Virginia
$5.9M -$40.3K -282 -0.7%
SF
830
Summit Financial
New Jersey
$5.9M +$500K +3,501 +9%
AIM
831
Achmea Investment Management
Netherlands
$5.87M +$1.17M +8,219 +24%
PBC
832
Pavion Blue Capital
California
$5.86M -$24.1K -169 -0.4%
AFG
833
Albion Financial Group
Utah
$5.84M +$170K +1,190 +3%
SIA
834
Soltis Investment Advisors
Utah
$5.83M +$5.05M +35,351 +577%
PFPT
835
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.82M -$1.12M -7,860 -16%
NPT
836
Nixon Peabody Trust
Massachusetts
$5.82M -$624K -4,367 -10%
HAIM
837
Hunter Associates Investment Management
Pennsylvania
$5.81M -$200K -1,399 -3%
HCM
838
Howard Capital Management
Georgia
$5.81M -$857 -6 -0%
PP
839
Pacifica Partners
Canada
$5.79M +$367K +2,572 +7%
HVIA
840
Hudson Valley Investment Advisors
New York
$5.79M -$264K -1,851 -4%
NC
841
NewSquare Capital
Pennsylvania
$5.78M +$40.7K +285 +0.7%
SPC
842
Sigma Planning Corp
Michigan
$5.77M -$190K -1,332 -3%
PAA
843
Peregrine Asset Advisers
Oregon
$5.74M +$3.79M +26,573 +185%
JHCP
844
Jackson Hole Capital Partners
Oklahoma
$5.74M +$173K +1,210 +3%
BP
845
BNP Paribas
France
$5.72M +$1.05M +7,325 +22%
LFM
846
LGT Fund Management
Liechtenstein
$5.71M -$489K -3,425 -8%
VST
847
Van Strum & Towne
California
$5.7M -$25.3K -177 -0.4%
CNBTD
848
Citizens National Bank Trust Department
Mississippi
$5.69M +$386K +2,704 +7%
TC
849
TownSquare Capital
Utah
$5.67M +$2.83M +19,829 +96%
CBA
850
Coastal Bridge Advisors
Connecticut
$5.67M +$790K +5,529 +16%
32 33
34
35 36