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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
1301
Lincoln National Corp
Pennsylvania
$2.12M +$336K +2,467 +19%
GIM
1302
Greylin Investment Management
Virginia
$2.12M -$344K -2,525 -14%
ST
1303
Somerset Trust
Pennsylvania
$2.12M +$58.9K +433 +3%
DBIA
1304
Dumont & Blake Investment Advisors
New Jersey
$2.11M +$6.26K +46 +0.3%
IWM
1305
IHT Wealth Management
Illinois
$2.11M -$118K -864 -5%
LFA
1306
Lighthouse Financial Advisors
Maryland
$2.1M +$2.1M +15,404 New
NC
1307
NewSquare Capital
Pennsylvania
$2.1M +$176K +1,296 +9%
LC
1308
LCNB Corp
Ohio
$2.09M +$29K +213 +1%
TF
1309
TRH Financial
Iowa
$2.09M +$2.12M +15,599 New
IBOK
1310
Independence Bank of Kentucky
Kentucky
$2.09M +$15.7K +115 +0.8%
CBT
1311
Capital Bank & Trust
California
$2.08M +$29.3K +215 +1%
PPW
1312
Parcion Private Wealth
Washington
$2.08M +$2.07M +15,193 New
EWM
1313
Elmwood Wealth Management
California
$2.07M +$24.6K +181 +1%
I
1314
IberiaBank
Louisiana
$2.07M +$120K +880 +6%
HAS
1315
HBW Advisory Services
California
$2.07M +$120K +884 +6%
VWA
1316
V Wealth Advisors
Kansas
$2.07M – – –
LCM
1317
Liberty Capital Management
Michigan
$2.07M +$18.5K +136 +0.9%
FAM
1318
Formidable Asset Management
Ohio
$2.07M +$1.98M +14,580 New
NA
1319
Navellier & Associates
Nevada
$2.06M – – –
IAS
1320
Investment Advisory Services
Texas
$2.05M +$2.04M +15,010 New
TCM
1321
Tuttle Capital Management
Connecticut
$2.05M -$863K -6,344 -30%
TA
1322
TFG Advisers
Michigan
$2.04M +$9.94K +73 +0.5%
SMH
1323
Sanders Morris Harris
Texas
$2.04M – – –
IPW
1324
Inlet Private Wealth
Florida
$2.04M -$171K -1,259 -8%
WSCM
1325
Wellington Shields Capital Management
New York
$2.04M -$27.2K -200 -1%
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