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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
851
M&R Capital Management
New Jersey
$6.87M +$1.42M +8,575 +27%
BFM
852
Boston Financial Management
Massachusetts
$6.86M -$286K -1,722 -4%
NAS
853
Nicolet Advisory Services
Wisconsin
$6.83M +$16.9K +102 +0.3%
HCM
854
Howland Capital Management
Massachusetts
$6.79M -$126K -761 -2%
CT
855
Caldwell Trust
Florida
$6.78M -$632K -3,808 -9%
AAIM
856
American Assets Investment Management
California
$6.76M – – –
QCM
857
Quantinno Capital Management
New York
$6.75M -$54.4K -328 -0.8%
MCWS
858
McKinley Carter Wealth Services
West Virginia
$6.73M +$147K +888 +2%
BFG
859
Bleakley Financial Group
New Jersey
$6.69M -$421K -2,537 -6%
LC
860
Lindbrook Capital
California
$6.68M +$34.7K +209 +0.5%
LI
861
Lafayette Investments
Maryland
$6.67M +$589K +3,553 +10%
CIA
862
Capital Investment Advisors
Georgia
$6.65M +$110K +662 +2%
BFM
863
Boothbay Fund Management
New York
$6.62M +$4.91M +29,630 +316%
PWP
864
Private Wealth Partners
California
$6.62M -$137K -829 -2%
NAM
865
NTV Asset Management
West Virginia
$6.61M -$12.6K -76 -0.2%
LAM
866
Lountzis Asset Management
Pennsylvania
$6.6M -$88.2K -532 -1%
PVI
867
Pine Valley Investments
New Jersey
$6.59M +$355K +2,142 +6%
GAM
868
Gotham Asset Management
New York
$6.54M +$912K +5,498 +17%
BFW
869
Brady Family Wealth
Missouri
$6.5M +$520K +3,134 +9%
PAA
870
Peregrine Asset Advisers
Oregon
$6.44M -$2.32M -13,962 -27%
JHCP
871
Jackson Hole Capital Partners
Oklahoma
$6.42M +$3.83M +23,122 +157%
GIM
872
Grassi Investment Management
California
$6.42M -$33.2K -200 -0.5%
SWM
873
SeaCrest Wealth Management
New York
$6.42M -$75K -452 -1%
CWM
874
Concentric Wealth Management
California
$6.4M +$946K +5,702 +18%
AFG
875
Albion Financial Group
Utah
$6.36M +$53.9K +325 +0.9%
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