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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
976
Wealthspire Advisors (New York)
New York
$5.15M +$667K +3,675 +14%
HCM
977
Horrell Capital Management
Arkansas
$5.15M -$70.5K -388 -1%
HZ
978
Hixon Zuercher
Ohio
$5.14M +$438K +2,411 +9%
HFM
979
Hartford Financial Management
Connecticut
$5.13M -$12.5K -69 -0.2%
SWK
980
Stephen W. Kidder
$5.08M -$64.1K -353 -1%
FTA
981
Financial & Tax Architects
Missouri
$5.08M +$191K +1,051 +4%
TPCW
982
TD Private Client Wealth
New York
$5.07M -$461K -2,536 -8%
SHFA
983
SS&H Financial Advisors
Michigan
$5.06M +$5.43M +29,875 New
BCM
984
Brookstone Capital Management
Illinois
$5.06M +$235K +1,296 +4%
SFS
985
Sowell Financial Services
Arkansas
$5.06M -$914K -5,031 -14%
TCOO
986
Trust Company of Oklahoma
Oklahoma
$5.06M -$93.2K -513 -2%
CL
987
Choreo LLC
Illinois
$5.05M +$497K +2,737 +10%
PFSC
988
Peoples Financial Services Corp
Pennsylvania
$5.05M -$80.3K -442 -1%
TC
989
Telemus Capital
Michigan
$5.04M -$58.5K -322 -1%
SSW
990
Stone Summit Wealth
Florida
$5.04M +$7.26K +40 +0.1%
CCMINC
991
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.02M +$53.6K +295 +1%
CRIG
992
Charter Research & Investment Group
Connecticut
$5M -$124K -685 -2%
FIB
993
First Interstate Bank
Montana
$4.98M -$162K -890 -3%
TMAM
994
Tokio Marine Asset Management
Japan
$4.97M +$421K +2,318 +9%
PWMAG
995
Pinnacle Wealth Management Advisory Group
New Jersey
$4.97M – – –
ANTB
996
AMG National Trust Bank
Colorado
$4.96M -$110K -605 -2%
BRM
997
Boston Research & Management
Massachusetts
$4.95M +$43.6K +240 +0.8%
PWP
998
Principle Wealth Partners
Connecticut
$4.93M +$136K +749 +3%
MBTD
999
Mechanics Bank - Trust Department
California
$4.92M +$40.3K +222 +0.8%
OIM
1000
Opus Investment Management
Massachusetts
$4.91M – – –
38 39
40
41 42