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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1326
Avior Wealth Management
Nebraska
$2.36M +$22.6K +159 +1%
MBT
1327
Montecito Bank & Trust
California
$2.35M +$262K +1,840 +13%
IAS
1328
Investment Advisory Services
Texas
$2.34M +$12.9K +91 +0.6%
ACP
1329
Ashfield Capital Partners
California
$2.33M – – –
MSS
1330
Mitchell Sinkler & Starr
Pennsylvania
$2.33M -$295K -2,076 -12%
BSA
1331
Bull Street Advisors
Georgia
$2.32M +$170K +1,197 +8%
HCM
1332
Hengehold Capital Management
Ohio
$2.32M +$1.28K +9 +0.1%
ACS
1333
Archford Capital Strategies
Illinois
$2.31M +$11.1K +78 +0.5%
TA
1334
TFG Advisers
Michigan
$2.31M +$6.25K +44 +0.3%
BDF
1335
Balasa Dinverno & Foltz
$2.31M +$479K +3,367 +28%
DWM
1336
Dakota Wealth Management
Florida
$2.3M +$62.4K +439 +3%
CWM
1337
Cordatus Wealth Management
Pennsylvania
$2.3M -$284 -2 -0%
AIIMS
1338
Analyst IMS Investment Management Services
Israel
$2.3M +$61.1K +430 +3%
VF
1339
Vest Financial
Virginia
$2.3M +$2.2M +15,479 New
TI
1340
Truehand Inc
New Hampshire
$2.29M – – –
LC
1341
LCNB Corp
Ohio
$2.29M +$2.42K +17 +0.1%
AFA
1342
AllGen Financial Advisors
Florida
$2.29M +$2.2M +15,444 New
F
1343
F3Logic
Minnesota
$2.29M -$199K -1,400 -8%
CA
1344
Cullinan Associates
Kentucky
$2.28M +$423K +2,975 +24%
SWA
1345
Stratos Wealth Advisors
Ohio
$2.27M +$1.02M +7,170 +88%
MSA
1346
Marino Stram & Associates
Massachusetts
$2.26M +$60.4K +425 +3%
DAC
1347
Dividend Assets Capital
South Carolina
$2.25M -$424K -2,980 -16%
FLI
1348
Family Legacy Inc
South Carolina
$2.25M +$11.9K +84 +0.6%
NA
1349
Navellier & Associates
Nevada
$2.24M – – –
CAM
1350
Cozad Asset Management
Illinois
$2.23M -$16.2K -114 -0.8%
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