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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1251
Summit Financial Group
West Virginia
$1.7M +$1.68M +14,686 New
REMPR
1252
Roof Eidam Maycock Peralta (REMP)
California
$1.7M +$261K +2,275 +18%
CI
1253
Capital International
California
$1.69M – – –
LIM
1254
Loudon Investment Management
New Hampshire
$1.68M -$48.8K -425 -3%
FBP
1255
Flippin Bruce & Porter
Virginia
$1.68M -$43K -375 -3%
DWT
1256
Dorsey & Whitney Trust
South Dakota
$1.67M +$10.3K +90 +0.6%
LC
1257
LCNB Corp
Ohio
$1.67M -$10.9K -95 -0.7%
CIP
1258
Capital Insight Partners
Arizona
$1.67M +$51.3K +447 +3%
SCA
1259
Snowden Capital Advisors
New York
$1.66M +$176K +1,538 +12%
BRWA
1260
B. Riley Wealth Advisors
Florida
$1.66M +$50.6K +441 +3%
ABP
1261
Arthur B. Page
$1.65M -$269K -2,345 -14%
PL
1262
Perpetual Ltd
Australia
$1.65M +$103K +900 +7%
WCA
1263
Waratah Capital Advisors
Ontario, Canada
$1.65M +$1.64M +14,255 New
MWM
1264
Modera Wealth Management
New Jersey
$1.64M +$17.9K +156 +1%
3C
1265
361 Capital
Colorado
$1.63M +$1.62M +14,138 New
TCM
1266
Tradition Capital Management
New Jersey
$1.61M -$189K -1,645 -11%
JIC
1267
Joel Isaacson & Co
New York
$1.61M – – –
MLL
1268
Moody Lynn & Lieberson
Massachusetts
$1.6M +$780K +6,800 +96%
LCM
1269
LVM Capital Management
Michigan
$1.6M +$132K +1,150 +9%
SS
1270
Simplicity Solutions
Minnesota
$1.6M -$117K -1,023 -7%
EI
1271
Elkhorn Investments
Illinois
$1.6M -$54.7K -477 -3%
CFMC
1272
Curbstone Financial Management Corp
New Hampshire
$1.6M -$20.1K -175 -1%
CC
1273
Capital Counsel
New York
$1.59M -$1.15K -10 -0.1%
BWAM
1274
Boyd Watterson Asset Management
Ohio
$1.58M -$107K -930 -6%
CCWA
1275
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.58M +$28.3K +247 +2%
49 50
51
52 53