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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCB
1101
Brian C. Broderick
$3.37M -$32.4K -236 -1%
FCH
1102
Freestone Capital Holdings
Washington
$3.37M +$25.1K +183 +0.8%
AIM
1103
Anchor Investment Management
South Carolina
$3.36M +$217K +1,584 +7%
AMM
1104
American Money Management
California
$3.35M -$39.9K -291 -1%
PWS
1105
Peloton Wealth Strategists
Indiana
$3.34M +$92.6K +675 +3%
MSAM
1106
Moloney Securities Asset Management
Missouri
$3.34M -$216K -1,576 -6%
ZB
1107
Zions Bancorporation
Utah
$3.34M +$642K +4,679 +25%
ECM
1108
Estabrook Capital Management
New York
$3.34M +$7.41K +54 +0.2%
SSW
1109
Smith Shellnut Wilson
Mississippi
$3.33M -$2.11M -15,345 -39%
SIM
1110
Stratos Investment Management
Ohio
$3.32M -$227K -1,656 -7%
SC
1111
Schulhoff & Co
Ohio
$3.32M -$3.98K -29 -0.1%
LWM
1112
Lyell Wealth Management
California
$3.31M +$439K +3,199 +16%
DHFB
1113
Dixon Hubard Feinour & Brown
Virginia
$3.3M -$229K -1,670 -7%
EF
1114
Exeter Financial
Arizona
$3.3M +$96.3K +702 +3%
AWA
1115
ARS Wealth Advisors
Florida
$3.29M +$2.12M +15,473 +199%
AB
1116
Atlas Brown
Kentucky
$3.28M +$6.72K +49 +0.2%
UAS
1117
United Asset Strategies
New York
$3.28M +$192K +1,398 +6%
PFA
1118
Paradigm Financial Advisors
Missouri
$3.27M -$206K -1,499 -6%
IIM
1119
Ipswich Investment Management
Massachusetts
$3.27M +$11K +80 +0.3%
CG
1120
Caprock Group
Idaho
$3.26M -$58.9K -429 -2%
GRQ
1121
Gardner Russo & Quinn
Pennsylvania
$3.26M -$70.4K -513 -2%
NFC
1122
Northeast Financial Consultants
Connecticut
$3.25M +$21K +153 +0.7%
UFG
1123
United Fire Group
Iowa
$3.25M – – –
ERWM
1124
Elk River Wealth Management
Colorado
$3.22M +$264K +1,924 +9%
EA
1125
Ellsworth Advisors
Ohio
$3.22M +$272K +1,984 +10%
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