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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
876
Dividend Assets Capital
South Carolina
$4.16M -$787K -7,338 -16%
W
877
Wealthfront
California
$4.16M +$576K +5,372 +17%
SFSG
878
Stearns Financial Services Group
North Carolina
$4.15M -$70.9K -661 -2%
WI
879
Welch Investments
Alabama
$4.12M +$192K +1,791 +5%
GIA
880
GHP Investment Advisors
Colorado
$4.12M +$73.5K +685 +2%
WA
881
WBH Advisory
Maryland
$4.12M +$127K +1,181 +3%
FPTW
882
Franklin, Parlapiano, Turner & Welch
Texas
$4.11M +$130K +1,211 +3%
PAM
883
Paradigm Asset Management
New York
$4.11M -$824K -7,683 -17%
CT
884
Coastline Trust
Rhode Island
$4.08M -$61.5K -573 -2%
PFSC
885
Peoples Financial Services Corp
Pennsylvania
$4.08M -$192K -1,790 -5%
EFS
886
Essex Financial Services
Connecticut
$4.04M -$125K -1,169 -3%
ECM
887
Everence Capital Management
Indiana
$4.03M -$242K -2,260 -6%
GRQ
888
Gardner Russo & Quinn
Pennsylvania
$4.02M -$102K -948 -3%
MSV
889
MN Services Vermogensbeheer
Netherlands
$4.01M +$116K +1,077 +3%
KPCM
890
Kings Point Capital Management
New York
$3.98M +$524K +4,887 +16%
SFS
891
Strategic Financial Services
New York
$3.98M +$16.2K +151 +0.4%
DWM
892
Destination Wealth Management
California
$3.98M +$369K +3,439 +11%
SFA
893
Staton Financial Advisors
North Carolina
$3.96M -$73.1K -681 -2%
CAW
894
Cornerstone Advisors (Washington)
Washington
$3.96M -$751 -7 -0%
VFA
895
Voya Financial Advisors
Connecticut
$3.96M +$581K +5,419 +18%
BCB
896
Brian C. Broderick
$3.95M -$167K -1,555 -4%
AUB
897
Atlantic Union Bankshares
Virginia
$3.95M -$57.4K -535 -1%
BRM
898
Boston Research & Management
Massachusetts
$3.94M -$38.1K -355 -1%
IFAM
899
Institutional & Family Asset Management
Colorado
$3.94M +$41.6K +388 +1%
FCT
900
Family Capital Trust
Massachusetts
$3.93M -$137K -1,276 -4%
34 35
36
37 38