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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1376
Graybill Wealth Management
Illinois
$2.89M +$74.2K +441 +3%
WA1
1377
Wimmer Associates 1
California
$2.89M -$5.72K -34 -0.2%
IAS
1378
Investment Advisory Services
Texas
$2.89M -$40.7K -242 -1%
AIM
1379
Athena Investment Management
California
$2.88M – – –
NPP
1380
New Potomac Partners
Maryland
$2.88M +$27.1K +161 +1%
VSQM
1381
V-Square Quantitative Management
Illinois
$2.87M +$30.3K +180 +1%
BFA
1382
Benedict Financial Advisors
Georgia
$2.87M -$17.8K -106 -0.6%
FNB
1383
Farmers National Bank
Kentucky
$2.86M -$47.6K -283 -2%
PWPS
1384
Pinnacle Wealth Planning Services
Ohio
$2.86M -$125K -745 -4%
MAM
1385
Mystic Asset Management
Rhode Island
$2.85M +$170K +1,011 +7%
AWM
1386
Aries Wealth Management
Maine
$2.84M +$31.1K +185 +1%
TVWM
1387
Tower View Wealth Management
Wisconsin
$2.83M +$147K +874 +6%
OCM
1388
Orser Capital Management
Texas
$2.83M +$1.68K +10 +0.1%
NW
1389
Naviter Wealth
Arkansas
$2.83M +$407K +2,419 +18%
IBOK
1390
Independence Bank of Kentucky
Kentucky
$2.83M +$240K +1,428 +10%
BTWM
1391
Baker Tilly Wealth Management
Wisconsin
$2.82M +$18.9K +112 +0.7%
CIA
1392
Citadel Investment Advisory
Ohio
$2.82M – – –
APIM
1393
Agate Pass Investment Management
Washington
$2.81M +$152K +905 +6%
DRD
1394
Dennis R. Delaney
$2.81M -$162K -961 -6%
PP
1395
Paloma Partners
Connecticut
$2.8M +$2.64M +15,706 +5,453%
JIC
1396
Joel Isaacson & Co
New York
$2.8M +$238K +1,411 +10%
JFGIW
1397
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.78M -$330K -1,959 -11%
VA
1398
Valmark Advisers
Ohio
$2.78M +$1.85K +11 +0.1%
DPIM
1399
Duff & Phelps Investment Management
Illinois
$2.78M +$85.4K +507 +3%
CPBTD
1400
Central Pacific Bank - Trust Division
Hawaii
$2.77M +$2.69M +15,997 New
54 55
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57 58