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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1401
Mission Wealth Management
California
$1.64M +$42.9K +323 +3%
AMCA
1402
Arthur M. Cohen & Associates
Illinois
$1.63M +$32.8K +247 +2%
NP
1403
NorthRock Partners
Minnesota
$1.63M +$1.58M +11,901 New
FFA
1404
First Foundation Advisors
California
$1.62M +$155K +1,169 +11%
GIP
1405
Greatmark Investment Partners
Georgia
$1.62M +$244K +1,836 +18%
BBWA
1406
Bell & Brown Wealth Advisors
California
$1.61M +$29.8K +224 +2%
NSB
1407
Norway Savings Bank
Maine
$1.6M -$87K -655 -5%
SIM
1408
Stratos Investment Management
Ohio
$1.6M +$105K +789 +7%
RIL
1409
Rothschild Investment LLC
Illinois
$1.59M +$35.9K +270 +2%
AFM
1410
Abbot Financial Management
Massachusetts
$1.59M +$13.4K +101 +0.9%
IWC
1411
Integrated Wealth Concepts
Massachusetts
$1.58M +$52.9K +398 +4%
GAM
1412
Gould Asset Management
California
$1.58M -$49.8K -375 -3%
ACM
1413
Advisors Capital Management
New Jersey
$1.58M +$464K +3,490 +43%
GPA
1414
Garrison Point Advisors
California
$1.57M +$6.64K +50 +0.4%
SBSB
1415
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.57M +$66.2K +498 +5%
TAM
1416
Tradition Asset Management
Virginia
$1.57M +$51.1K +385 +3%
IC
1417
Inscription Capital
Texas
$1.57M +$1.08M +8,114 +244%
EH
1418
Employers Holdings
Nevada
$1.56M -$1.08M -8,160 -42%
AF
1419
Advisornet Financial
Minnesota
$1.56M +$248K +1,870 +20%
PAMG
1420
Patton Albertson Miller Group
Tennessee
$1.56M -$138K -1,038 -8%
OFS
1421
Orrstown Financial Services
Pennsylvania
$1.56M -$2.92K -22 -0.2%
LIM
1422
Loudon Investment Management
New Hampshire
$1.56M -$36.5K -275 -2%
AIC
1423
Ameritas Investment Company
Nebraska
$1.56M +$1.01M +7,638 +205%
HCMNY
1424
Howard Capital Management (New York)
New York
$1.55M – – –
CS
1425
Comerica Securities
Michigan
$1.54M +$209K +1,572 +16%
55 56
57
58 59