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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1101
Anchor Investment Management
South Carolina
$4.19M +$238K +1,438 +6%
IWA
1102
Icon Wealth Advisors
Texas
$4.18M +$4.08M +24,615 New
VWM
1103
Valley Wealth Managers
New Jersey
$4.18M -$79.1K -477 -2%
VIP
1104
Vista Investment Partners
Oklahoma
$4.18M +$4.08M +24,595 New
PAM
1105
Peninsula Asset Management
Florida
$4.18M +$2.82K +17 +0.1%
LI
1106
LMCG Investments
Massachusetts
$4.18M +$74.3K +448 +2%
IFAM
1107
Institutional & Family Asset Management
Colorado
$4.17M -$290K -1,751 -7%
DWT
1108
Dorsey & Whitney Trust
South Dakota
$4.16M -$73.1K -441 -2%
PWS
1109
Peloton Wealth Strategists
Indiana
$4.16M +$210K +1,265 +5%
SCA
1110
St. Clair Advisors
Ohio
$4.15M – – –
MC
1111
Middleton & Co
Massachusetts
$4.11M -$27.7K -167 -0.7%
NGA
1112
Naples Global Advisors
Florida
$4.11M +$129K +778 +3%
PNAA
1113
Pictet North America Advisors
Switzerland
$4.11M +$7.63K +46 +0.2%
VCA
1114
Verdence Capital Advisors
Maryland
$4.11M -$35.5K -214 -0.9%
HT
1115
Headlands Technologies
Illinois
$4.11M +$395K +2,383 +11%
JWCA
1116
J.W. Coons Advisors
Ohio
$4.11M – – –
CFMC
1117
Curbstone Financial Management Corp
New Hampshire
$4.1M – – –
BCM
1118
BlueCrest Capital Management
Jersey
$4.1M +$456K +2,751 +13%
HKIM
1119
Hayek Kallen Investment Management
Alabama
$4.09M +$138K +830 +4%
LFAS
1120
Level Four Advisory Services
Texas
$4.07M +$758K +4,570 +24%
BFA
1121
Bill Few Associates
Pennsylvania
$4.07M +$55.7K +336 +1%
PL
1122
Plancorp LLC
Missouri
$4.07M +$45.9K +277 +1%
SCM
1123
Spring Capital Management
Texas
$4.06M +$118K +714 +3%
BONH
1124
Bank of New Hampshire
New Hampshire
$4.05M -$28.5K -172 -0.7%
WC
1125
Waterloo Capital
Texas
$4.05M +$269K +1,621 +7%
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