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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
1226
Pine Valley Investments
New Jersey
$3.57M +$3.55M +20,337 New
CA
1227
Claro Advisors
Massachusetts
$3.57M +$69K +395 +2%
SMFG
1228
Sumitomo Mitsui Financial Group
Japan
$3.57M +$356K +2,035 +12%
LIM
1229
Leavell Investment Management
Alabama
$3.57M -$184K -1,050 -5%
GFS
1230
GYL Financial Synergies
Connecticut
$3.55M +$1.98M +11,345 +140%
ECM
1231
Estabrook Capital Management
New York
$3.55M -$117K -667 -3%
MA
1232
Mutual Advisors
Nebraska
$3.55M +$377K +2,157 +12%
TSWM
1233
Triangle Securities Wealth Management
North Carolina
$3.54M -$84.1K -481 -2%
AOWM
1234
Alpha Omega Wealth Management
Virginia
$3.54M +$10.5K +60 +0.3%
LS
1235
Livforsakringsbolaget Skandia
Sweden
$3.54M – – –
OAM
1236
Oak Asset Management
California
$3.54M +$30.6K +175 +0.9%
BBI
1237
Baxter Bros Inc
Connecticut
$3.54M +$4.54K +26 +0.1%
CSA
1238
Cottage Street Advisors
Massachusetts
$3.54M -$569M -3,253,507 -99%
QCG
1239
Quadrant Capital Group
Ohio
$3.53M +$5.77K +33 +0.2%
BWAM
1240
Boyd Watterson Asset Management
Ohio
$3.53M +$17K +97 +0.5%
SS
1241
Sunbelt Securities
Texas
$3.53M +$230K +1,314 +7%
WA
1242
Wealth Alliance
New York
$3.52M +$76.4K +437 +2%
NFG
1243
Nations Financial Group
Iowa
$3.52M +$210K +1,204 +7%
RCIM
1244
Red Cedar Investment Management
Michigan
$3.51M +$1.04M +5,936 +45%
PCM
1245
Pinnbrook Capital Management
New York
$3.51M +$3.37M +19,272 New
DI
1246
DFPG Investments
Utah
$3.51M +$1.77M +10,112 +110%
PWPS
1247
Pinnacle Wealth Planning Services
Ohio
$3.5M -$56.1K -321 -2%
IIA
1248
ICW Investment Advisors
Arizona
$3.5M +$121K +695 +4%
HCM
1249
Hengehold Capital Management
Ohio
$3.49M -$2.1K -12 -0.1%
CFA
1250
CWS Financial Advisors
Michigan
$3.48M +$33.4K +191 +1%
48 49
50
51 52