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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AAIM
851
American Assets Investment Management
California
$4.85M – – –
SSW
852
Smith Shellnut Wilson
Mississippi
$4.85M +$50.8K +446 +1%
FPFS
853
First Personal Financial Services
North Carolina
$4.82M +$117K +1,030 +3%
TC
854
Telemus Capital
Michigan
$4.79M -$660K -5,790 -13%
DWM
855
Dorchester Wealth Management
Quebec, Canada
$4.74M -$61.5K -540 -1%
GIA
856
GHP Investment Advisors
Colorado
$4.73M +$109K +960 +3%
RWA
857
Ropes Wealth Advisors
Massachusetts
$4.72M -$22.7K -199 -0.5%
PL
858
Plancorp LLC
Missouri
$4.71M +$56.5K +496 +1%
AFG
859
Albion Financial Group
Utah
$4.71M +$103K +904 +2%
ET
860
Equitable Trust
Tennessee
$4.7M -$28.9K -254 -0.7%
BCMO
861
Buckingham Capital Management (Ohio)
Ohio
$4.69M +$300K +2,630 +7%
FFWA
862
FRG Family Wealth Advisors
Washington
$4.67M +$263K +2,310 +6%
BSW
863
Buckingham Strategic Wealth
Missouri
$4.66M -$83.8K -735 -2%
ASN
864
Advisory Services Network
Georgia
$4.65M +$124K +1,088 +3%
VST
865
Van Strum & Towne
California
$4.65M – – –
MMA
866
Miracle Mile Advisors
California
$4.64M +$103K +907 +2%
LNWWM
867
Laird Norton Wetherby Wealth Management
California
$4.64M +$20.2K +177 +0.5%
BRM
868
Boston Research & Management
Massachusetts
$4.62M -$30.8K -270 -0.7%
SPC
869
Sigma Planning Corp
Michigan
$4.61M +$75.9K +666 +2%
AWM
870
AE Wealth Management
Kansas
$4.61M +$996K +8,739 +30%
CIM
871
Cambria Investment Management
California
$4.61M +$150K +1,319 +4%
KA
872
Kintegral Advisory
New York
$4.6M +$38.5K +338 +0.9%
CBTWT
873
Community Bank & Trust (Waco, Texas)
Texas
$4.6M -$17.8K -156 -0.4%
LBC
874
Lawrence B. Cohen
$4.55M -$104K -912 -2%
M
875
MOTCO
Texas
$4.54M -$28.9K -254 -0.7%
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