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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PT
1226
Plimoth Trust
Massachusetts
$2.85M -$201K -1,296 -6%
HFS
1227
Howard Financial Services
Texas
$2.85M +$1.43M +9,251 +95%
BBI
1228
Baxter Bros Inc
Connecticut
$2.85M +$1.24K +8 +0%
BFM
1229
Boston Financial Management
Massachusetts
$2.84M -$362K -2,336 -11%
BWP
1230
BSW Wealth Partners
Colorado
$2.84M -$50.8K -328 -2%
BOH
1231
Bank of Hawaii
Hawaii
$2.84M -$369K -2,385 -11%
MWM
1232
Minot Wealth Management
Massachusetts
$2.82M +$335K +2,166 +13%
BWAM
1233
Boyd Watterson Asset Management
Ohio
$2.81M +$468K +3,021 +19%
CA
1234
Cullinan Associates
Kentucky
$2.81M +$28.6K +185 +1%
ADL
1235
Asset Dedication LLC
California
$2.8M +$182K +1,179 +7%
STB
1236
S&T Bank
Pennsylvania
$2.79M +$152K +980 +6%
WPC
1237
White Pine Capital
Minnesota
$2.79M -$8.51K -55 -0.3%
MPAM
1238
Murphy Pohlad Asset Management
Minnesota
$2.79M – – –
LDB
1239
Lee, Danner & Bass
Tennessee
$2.78M -$27.2K -176 -0.9%
BAM
1240
Bruderman Asset Management
New York
$2.77M +$89.3K +577 +3%
ACM
1241
Alta Capital Management
Utah
$2.76M -$2.66M -17,167 -48%
BFA
1242
Benedict Financial Advisors
Georgia
$2.76M +$18.9K +122 +0.7%
CG
1243
CFO4Life Group
Texas
$2.75M +$74.3K +480 +3%
CAS
1244
Cascadia Advisory Services
Oregon
$2.75M +$124K +798 +5%
VNA
1245
Valley National Advisers
Pennsylvania
$2.74M -$29.9K -193 -1%
HIM
1246
Harbour Investment Management
Washington
$2.72M -$3.87K -25 -0.1%
YWP
1247
YorkBridge Wealth Partners
New York
$2.72M -$65.8K -425 -2%
WA1
1248
Wimmer Associates 1
California
$2.71M -$53.7K -347 -2%
GI
1249
GS Investments
Minnesota
$2.71M +$2.78M +17,991 New
MWM
1250
Mission Wealth Management
California
$2.7M -$466K -3,012 -14%
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