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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1026
Surevest
California
$4.54M +$105K +624 +2%
WA
1027
WBH Advisory
Maryland
$4.53M -$85.3K -507 -2%
AF
1028
Arrow Financial
New York
$4.51M -$349K -2,071 -7%
ECG
1029
Edge Capital Group
Georgia
$4.51M +$2.27M +13,489 +156%
AAMA
1030
Advanced Asset Management Advisors
Ohio
$4.49M – – –
HIM
1031
Hotaling Investment Management
Pennsylvania
$4.49M +$118K +702 +3%
NC
1032
NewSquare Capital
Pennsylvania
$4.49M +$392K +2,329 +9%
AT
1033
American Trust
Kentucky
$4.47M -$1.27M -7,569 -22%
MIP
1034
Marietta Investment Partners
Wisconsin
$4.47M +$41.2K +245 +0.9%
WANY
1035
Wealthspire Advisors (New York)
New York
$4.47M +$346K +2,058 +8%
CAG
1036
Crestwood Advisors Group
Massachusetts
$4.47M -$8.59K -51 -0.2%
WC
1037
Westhampton Capital
North Carolina
$4.47M +$12K +71 +0.3%
RMCM
1038
Reynders McVeigh Capital Management
Massachusetts
$4.44M +$284K +1,685 +7%
GWI
1039
Grace & White Inc
New York
$4.44M – – –
CFMC
1040
Curbstone Financial Management Corp
New Hampshire
$4.44M +$28.3K +168 +0.6%
CAM
1041
Columbia Asset Management
Michigan
$4.43M +$4.48M +26,599 New
S
1042
Seeyond
France
$4.42M -$847K -5,029 -16%
HPIA
1043
Hamilton Point Investment Advisors
North Carolina
$4.42M +$56.4K +335 +1%
PWM
1044
Peterson Wealth Management
Nevada
$4.41M -$28.8K -171 -0.6%
AG
1045
AIA Group
Hong Kong
$4.41M +$4.28M +25,437 +2,562%
WG
1046
Winton Group
United Kingdom
$4.4M +$1.69M +10,050 +61%
NW
1047
NewEdge Wealth
Pennsylvania
$4.4M +$3.56M +21,150 +402%
TPA
1048
Trivium Point Advisory
Connecticut
$4.4M -$65K -386 -1%
VWA
1049
V Wealth Advisors
Kansas
$4.4M +$411K +2,443 +10%
CS
1050
Cannell & Spears
New York
$4.4M – – –
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