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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1001
Carroll Financial Associates
North Carolina
$2.92M -$20.1K -187 -0.7%
LPC
1002
Loeb Partners Corp
New York
$2.91M -$1.08M -10,000 -27%
BG
1003
Bollard Group
Massachusetts
$2.9M +$120K +1,109 +4%
KTC
1004
Kistler-Tiffany Companies
Pennsylvania
$2.88M -$12.2K -113 -0.4%
EDRAML
1005
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$2.88M – – –
BMO
1006
Beck Mack & Oliver
New York
$2.87M – – –
SPC
1007
Sigma Planning Corp
Michigan
$2.87M +$25.1K +233 +0.9%
VWM
1008
Valley Wealth Managers
New Jersey
$2.87M +$28.3K +263 +1%
EM
1009
Excalibur Management
Massachusetts
$2.87M -$59.3K -550 -2%
NMIFOAC
1010
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.86M – – –
DSC
1011
Duncker Streett & Co
Missouri
$2.86M +$123K +1,141 +5%
WC
1012
Whitnell & Co
Illinois
$2.85M -$42.8K -397 -1%
RWA
1013
River Wealth Advisors
Pennsylvania
$2.85M +$10K +93 +0.4%
PWP
1014
Private Wealth Partners
California
$2.84M – – –
IC
1015
Investment Counsel
Michigan
$2.83M -$134K -1,244 -5%
AIM
1016
Anchor Investment Management
South Carolina
$2.82M +$58.5K +543 +2%
PCTC
1017
Perkins Coie Trust Company
Washington
$2.82M +$50.5K +469 +2%
WA1
1018
Wimmer Associates 1
California
$2.81M -$28.3K -263 -1%
FANJ
1019
Financial Architects (New Jersey)
New Jersey
$2.8M +$158K +1,468 +6%
HPBT
1020
High Point Bank & Trust
North Carolina
$2.79M -$6.9K -64 -0.2%
AIM
1021
AMI Investment Management
Indiana
$2.77M +$75.4K +700 +3%
DWM
1022
Destination Wealth Management
California
$2.77M +$699K +6,485 +34%
HAG
1023
HighPoint Advisor Group
Illinois
$2.77M -$353K -3,272 -11%
RL
1024
Ruffer LLP
United Kingdom
$2.77M -$145K -1,350 -5%
SC
1025
Saybrook Capital
North Carolina
$2.76M +$16.2K +150 +0.6%
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