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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
1426
Hancock Whitney
Mississippi
$488K -$518 -6 -0.1%
WA
1427
Waverly Advisors
Alabama
$483K – – –
FIM
1428
Freedom Investment Management
Connecticut
$483K +$18.7K +217 +4%
TSBJ
1429
Trevor, Stewart, Burton & Jacobsen
New York
$474K -$233K -2,700 -34%
EA
1430
Emerald Advisers
Pennsylvania
$472K -$43.3K -501 -9%
PAG
1431
Pinnacle Advisory Group
Maryland
$471K +$234K +2,709 +105%
CL
1432
Croft-Leominster
Maryland
$470K +$5.87K +68 +1%
UAS
1433
United Asset Strategies
New York
$465K +$35.1K +407 +8%
CCC
1434
Chelsea Counsel Company
California
$463K -$173K -2,000 -28%
SG
1435
Swarthmore Group
Pennsylvania
$462K -$71.2K -825 -14%
AF
1436
Allworth Financial
California
$459K -$42.1K -487 -9%
GHAM
1437
Gilman Hill Asset Management
Connecticut
$458K -$5.09K -59 -1%
FA
1438
FCG Advisors
New Jersey
$457K +$441K +5,111 New
FHC
1439
First Houston Capital
Texas
$456K -$25.9K -300 -6%
DBT
1440
Dubuque Bank & Trust
Iowa
$455K +$18.9K +219 +4%
BCM
1441
Beck Capital Management
Texas
$454K -$68.7K -795 -14%
NFG
1442
Nadler Financial Group
Illinois
$449K -$43.2K -500 -9%
BBNB
1443
Baker Boyer National Bank
Washington
$449K +$45.8K +530 +12%
JFA
1444
JNBA Financial Advisors
Minnesota
$447K – – –
OCM
1445
Otter Creek Management
Florida
$447K +$432K +5,000 New
BCM
1446
Birmingham Capital Management
Alabama
$446K – – –
TAM
1447
Todd Asset Management
Kentucky
$445K – – –
JWM
1448
Jacobus Wealth Management
Wisconsin
$445K +$5.01K +58 +1%
OA
1449
Oxbow Advisors
Texas
$441K -$77.7K -900 -15%
YP
1450
Yellowstone Partners
Idaho
$440K -$215K -2,484 -34%
56 57
58
59 60