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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NONA
1276
Ninety One North America
New York
$2.31M +$472K +3,471 +26%
RCM
1277
RB Capital Management
Nevada
$2.3M +$80.9K +595 +4%
BWP
1278
BSW Wealth Partners
Colorado
$2.28M +$124K +913 +6%
VV
1279
Verity & Verity
South Carolina
$2.27M +$82.3K +605 +4%
DPIM
1280
Duff & Phelps Investment Management
Illinois
$2.26M – – –
AC
1281
Asio Capital
Kentucky
$2.26M +$176K +1,295 +9%
EHWM
1282
Eads & Heald Wealth Management
Georgia
$2.25M -$175K -1,289 -7%
AI
1283
Atom Investors
Texas
$2.24M -$2.75M -20,213 -56%
FPS
1284
Fieldpoint Private Securities
Connecticut
$2.24M -$8.71K -64 -0.4%
NFG
1285
Next Financial Group
Texas
$2.24M +$216K +1,586 +11%
KFGK
1286
Keystone Financial Group (Kentucky)
Kentucky
$2.23M +$35.1K +258 +2%
EP
1287
Eudaimonia Partners
Tennessee
$2.23M -$303K -2,231 -12%
PNAA
1288
Pictet North America Advisors
Switzerland
$2.22M +$99.2K +729 +5%
CIA
1289
CSat Investment Advisory
Michigan
$2.22M +$244K +1,797 +13%
ECM
1290
ETrade Capital Management
Virginia
$2.22M -$500K -3,679 -19%
ACS
1291
Archford Capital Strategies
Illinois
$2.21M -$124K -912 -5%
MWM
1292
Modera Wealth Management
New Jersey
$2.21M +$544 +4 +0%
CAAS
1293
Capital Asset Advisory Services
Michigan
$2.2M -$30.1K -221 -1%
QSS
1294
Quantitative Systematic Strategies
Florida
$2.2M +$754K +5,540 +53%
AWM
1295
Avior Wealth Management
Nebraska
$2.18M +$357K +2,628 +20%
ACP
1296
Ashfield Capital Partners
California
$2.18M – – –
IAS
1297
Investment Advisory Services
Texas
$2.18M +$272 +2 +0%
DAS
1298
Dynamic Advisor Solutions
Arizona
$2.17M +$615K +4,518 +40%
BWM
1299
BerganKDV Wealth Management
Minnesota
$2.17M – – –
HCM
1300
Hengehold Capital Management
Ohio
$2.17M +$168K +1,235 +9%
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