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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIC
976
Long Road Investment Counsel
Michigan
$4.36M – – –
VVP
977
Venture Visionary Partners
Ohio
$4.36M +$469K +3,222 +12%
HCM
978
Hall Capital Management
Rhode Island
$4.35M +$4.28M +29,362 New
CIA
979
Choate Investment Advisors
Massachusetts
$4.35M +$310K +2,126 +8%
CFGS
980
Concourse Financial Group Securities
Alabama
$4.34M +$204K +1,397 +5%
CAL
981
Capital Analysts LLC
Pennsylvania
$4.33M -$81.3K -558 -2%
GC
982
Grimes & Company
Massachusetts
$4.33M -$7.87K -54 -0.2%
FPB
983
First PREMIER Bank
South Dakota
$4.32M +$81.7K +561 +2%
DCM
984
Donaldson Capital Management
Indiana
$4.31M -$845K -5,798 -17%
AWA
985
ARS Wealth Advisors
Florida
$4.31M +$854K +5,862 +25%
GP
986
Girard Partners
Pennsylvania
$4.31M -$178K -1,222 -4%
BO
987
Bank OZK
Arkansas
$4.31M -$9.91K -68 -0.2%
VAS
988
Valicenti Advisory Services
New York
$4.3M -$130K -890 -3%
EIA
989
Eastover Investment Advisors
North Carolina
$4.29M +$268K +1,841 +7%
HAS
990
HBW Advisory Services
California
$4.27M +$343K +2,352 +9%
RPC
991
Rossmore Private Capital
Connecticut
$4.23M +$59.3K +407 +1%
MRCM
992
M&R Capital Management
New Jersey
$4.23M -$80.9K -555 -2%
CAM
993
Columbia Asset Management
Michigan
$4.21M -$1.17M -8,000 -22%
PAM
994
Pegasus Asset Management
New York
$4.21M +$76.8K +527 +2%
IWA
995
IBEX Wealth Advisors
New Jersey
$4.2M +$311K +2,133 +8%
HWM
996
Holloway Wealth Management
Florida
$4.2M – – –
EWA
997
Exencial Wealth Advisors
Oklahoma
$4.19M -$41.1K -282 -1%
HSA
998
HBK Sorce Advisory
Pennsylvania
$4.19M +$242K +1,659 +6%
FMWA
999
Forvis Mazars Wealth Advisors
Missouri
$4.19M -$196K -1,347 -5%
NPT
1000
Nixon Peabody Trust
Massachusetts
$4.17M +$11.4K +78 +0.3%
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40
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