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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
876
Boston Research & Management
Massachusetts
$5.01M -$104K -761 -2%
BSW
877
Buckingham Strategic Wealth
Missouri
$5.01M -$119K -874 -2%
TC
878
Telemus Capital
Michigan
$4.98M -$135K -993 -3%
PSP
879
Principal Street Partners
Tennessee
$4.97M -$218K -1,601 -4%
BDWM
880
Brewin Dolphin Wealth Management
Ireland
$4.96M – – –
DWM
881
Dorchester Wealth Management
Quebec, Canada
$4.95M -$81.6K -600 -2%
FANJ
882
Financial Architects (New Jersey)
New Jersey
$4.95M -$48.2K -354 -1%
CAM
883
Columbia Asset Management
Michigan
$4.94M -$215K -1,582 -4%
GCM
884
Garland Capital Management
Washington
$4.94M -$3.4K -25 -0.1%
KPWS
885
Kestra Private Wealth Services
Texas
$4.93M +$4.83M +35,519 New
BBA
886
BLB&B Advisors
Pennsylvania
$4.91M -$27.9K -205 -0.6%
GVAG
887
Great Valley Advisor Group
Delaware
$4.89M +$2.44M +17,913 +103%
AIA
888
Allied Investment Advisors
Montana
$4.88M +$27.1K +199 +0.6%
EGA
889
Eagle Global Advisors
Texas
$4.88M -$10.9K -80 -0.2%
ACA
890
Aptus Capital Advisors
Alabama
$4.86M -$151K -1,108 -3%
KTM
891
Keeler Thomas Management
Utah
$4.86M +$218K +1,603 +5%
SNT
892
Security National Trust
West Virginia
$4.85M +$45.3K +333 +1%
AF
893
Ally Financial
Michigan
$4.85M – – –
E
894
Ergoteles
New York
$4.85M +$4.76M +35,000 New
EDRIA
895
Edmonds Duncan Registered Investment Advisors
Kansas
$4.85M – – –
CIA
896
Capital Investment Advisors
Georgia
$4.84M +$522K +3,836 +12%
WAM
897
Wealthspire Advisors (Maryland)
Maryland
$4.81M -$246K -1,811 -5%
LBC
898
Lawrence B. Cohen
$4.79M -$72.6K -534 -2%
PFSC
899
Peoples Financial Services Corp
Pennsylvania
$4.78M -$10.2K -75 -0.2%
RIM
900
Redpoint Investment Management
Australia
$4.78M -$7.08M -52,033 -60%
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