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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
1301
Mitchell Sinkler & Starr
Pennsylvania
$1.4M -$633K -5,896 -32%
ST
1302
Somerset Trust
Pennsylvania
$1.39M +$24.5K +228 +2%
UBG
1303
United Bank (Georgia)
Georgia
$1.39M -$91.3K -851 -6%
CA
1304
Cambridge Advisors
Nebraska
$1.39M -$47.5K -443 -3%
REMPR
1305
Roof Eidam Maycock Peralta (REMP)
California
$1.39M -$30K -280 -2%
GC
1306
Grimes & Company
Massachusetts
$1.39M – – –
FPCM
1307
Financial Partners Capital Management
New York
$1.37M – – –
GIM
1308
Guardian Investment Management
California
$1.37M +$1.31M +12,240 New
GWCM
1309
Godshalk Welsh Capital Management
Pennsylvania
$1.37M -$16.1K -150 -1%
YWP
1310
YorkBridge Wealth Partners
New York
$1.37M +$197K +1,833 +18%
HCMNY
1311
Howard Capital Management (New York)
New York
$1.36M +$39.4K +367 +3%
GAM
1312
Gould Asset Management
California
$1.36M -$5.58K -52 -0.4%
AP
1313
Atwood & Palmer
Missouri
$1.36M -$8.69K -81 -0.7%
MIAN
1314
Mariner Independent Advisor Network
Kansas
$1.35M -$155K -1,442 -11%
GIP
1315
Greatmark Investment Partners
Georgia
$1.35M – – –
RB
1316
Rodgers Brothers
Pennsylvania
$1.34M -$4.93K -46 -0.4%
SBSB
1317
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.34M -$64.1K -597 -5%
QCMC
1318
Quantum Capital Management (California)
California
$1.33M +$159K +1,484 +14%
IH
1319
IFC Holdings
Florida
$1.33M -$100K -933 -7%
RIL
1320
Rothschild Investment LLC
Illinois
$1.33M +$17.1K +159 +1%
WTB
1321
Washington Trust Bank
Washington
$1.32M -$20K -186 -2%
WPW
1322
Waldron Private Wealth
Pennsylvania
$1.31M +$621K +5,791 +97%
CBN
1323
Cadence Bank NA
Texas
$1.31M +$116K +1,083 +10%
BSWMG
1324
Barrington Strategic Wealth Management Group
Illinois
$1.3M -$56.9K -530 -4%
TSW
1325
Thompson Siegel & Walmsley
Virginia
$1.3M -$127K -1,186 -9%
51 52
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