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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
901
Whitener Capital Management
North Carolina
$5.62M +$99K +588 +2%
TC
902
Telemus Capital
Michigan
$5.61M +$3.7K +22 +0.1%
TC
903
TwinBeech Capital
New York
$5.59M +$5.64M +33,520 New
CHC
904
City Holding Co
West Virginia
$5.57M +$36K +214 +0.6%
FTDI
905
First Trust Direct Indexing
Massachusetts
$5.56M +$373K +2,218 +7%
HFM
906
Hartford Financial Management
Connecticut
$5.55M -$110K -654 -2%
FIB
907
First Interstate Bank
Montana
$5.55M +$129K +766 +2%
MCC
908
Money Concepts Capital
Florida
$5.54M -$1.22M -7,224 -18%
FAM
909
Fred Alger Management
New York
$5.54M +$149K +886 +3%
TCOO
910
Trust Company of Oklahoma
Oklahoma
$5.54M -$525K -3,121 -9%
HNWAG
911
High Net Worth Advisory Group
Florida
$5.5M +$842 +5 +0%
ACM
912
Ayrshire Capital Management
Connecticut
$5.48M -$145K -861 -3%
RIM
913
Redpoint Investment Management
Australia
$5.47M +$138K +817 +3%
SAM
914
SP Asset Management
California
$5.46M +$28.3K +168 +0.5%
CWM
915
Concentric Wealth Management
California
$5.42M +$5.89K +35 +0.1%
MMM
916
Mendel Money Management
Illinois
$5.4M -$283K -1,683 -5%
MS
917
Marshall & Sullivan
Washington
$5.4M -$17.3K -103 -0.3%
EGA
918
Eagle Global Advisors
Texas
$5.4M -$29.5K -175 -0.5%
MWM
919
Modera Wealth Management
New Jersey
$5.4M +$45.8K +272 +0.8%
GCM
920
Garland Capital Management
Washington
$5.39M -$170K -1,012 -3%
AG
921
Ascent Group
Virginia
$5.38M +$1.14M +6,772 +28%
SCM
922
SKBA Capital Management
California
$5.37M -$8.42K -50 -0.2%
RWA
923
Ropes Wealth Advisors
Massachusetts
$5.36M +$68K +404 +1%
PHS
924
Pekin Hardy Strauss
Illinois
$5.35M +$43.1K +256 +0.8%
FPFS
925
First Personal Financial Services
North Carolina
$5.33M -$117K -695 -2%
35 36
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38 39