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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1301
Ashfield Capital Partners
California
$1.89M – – –
DBIA
1302
Dumont & Blake Investment Advisors
New Jersey
$1.87M +$18.8K +139 +0.9%
WCM
1303
Wisconsin Capital Management
Wisconsin
$1.87M – – –
TWA
1304
TCI Wealth Advisors
Arizona
$1.87M -$52K -385 -2%
CWM
1305
Cordatus Wealth Management
Pennsylvania
$1.87M +$599K +4,430 +40%
LC
1306
LCNB Corp
Ohio
$1.86M +$21.1K +156 +1%
CAM
1307
Cozad Asset Management
Illinois
$1.85M -$58.1K -430 -3%
IAS
1308
Investment Advisory Services
Texas
$1.85M +$57K +422 +3%
SCCM
1309
Schafer Cullen Capital Management
New York
$1.85M -$293K -2,165 -12%
AIA
1310
AIMZ Investment Advisors
California
$1.85M -$33.8K -250 -2%
HT
1311
Heritage Trust
Oklahoma
$1.84M -$149K -1,105 -7%
I
1312
IberiaBank
Louisiana
$1.82M -$135 -1 -0%
LCM
1313
Liberty Capital Management
Michigan
$1.82M +$5K +37 +0.2%
TA
1314
TFG Advisers
Michigan
$1.82M +$27.7K +205 +1%
PNAA
1315
Pictet North America Advisors
Switzerland
$1.82M +$238K +1,762 +13%
NA
1316
Navellier & Associates
Nevada
$1.81M – – –
FLI
1317
Family Legacy Inc
South Carolina
$1.8M +$6.62K +49 +0.3%
MWM
1318
Mattern Wealth Management
Kansas
$1.8M +$287K +2,120 +16%
PV
1319
Private Vista
Illinois
$1.8M -$196K -1,452 -9%
OC
1320
Oarsman Capital
Wisconsin
$1.8M -$1.33M -9,844 -40%
IBOK
1321
Independence Bank of Kentucky
Kentucky
$1.79M -$52K -385 -3%
TFS
1322
Thoroughbred Financial Services
Tennessee
$1.79M +$79.5K +588 +4%
CL
1323
CPWM LLC
Washington
$1.78M +$101K +748 +5%
CAAS
1324
Capital Asset Advisory Services
Michigan
$1.78M +$346K +2,561 +24%
PCAP
1325
Pratt Collard Advisory Partners
New York
$1.78M +$62.4K +462 +3%
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