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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCB
1426
Brian C. Broderick
$1.89M -$109K -765 -5%
PM
1427
Phraction Management
Connecticut
$1.89M +$21.4K +150 +1%
TPWM
1428
Twelve Points Wealth Management
Massachusetts
$1.89M -$79K -553 -4%
NFC
1429
Northstar Financial Companies
Pennsylvania
$1.89M +$272K +1,906 +17%
CFFP
1430
Center for Financial Planning
Michigan
$1.89M +$175K +1,226 +10%
DA
1431
Detalus Advisors
Missouri
$1.89M +$181K +1,270 +10%
CWM
1432
Connecticut Wealth Management
Connecticut
$1.88M +$15.6K +109 +0.8%
WC
1433
Westerkirk Capital
$1.87M -$457K -3,200 -19%
CI
1434
Cigna Investments
Connecticut
$1.87M -$10K -70 -0.5%
HIM
1435
Harbour Investment Management
Washington
$1.86M -$129K -900 -6%
MSA
1436
Marino Stram & Associates
Massachusetts
$1.86M +$16.3K +114 +0.9%
NI
1437
Natural Investments
California
$1.85M -$55.8K -391 -3%
XF
1438
XML Financial
Maryland
$1.85M -$114K -797 -6%
SB
1439
Strategic Blueprint
Georgia
$1.85M -$16.1K -113 -0.8%
SNBOSD
1440
Security National Bank of So Dak
Iowa
$1.85M -$32.8K -230 -2%
HFM
1441
Hartford Financial Management
Connecticut
$1.84M -$6.28K -44 -0.3%
LA
1442
Lindenwold Advisors
Pennsylvania
$1.84M +$15.9K +111 +0.9%
BI
1443
Bradyco Inc
Massachusetts
$1.84M – – –
TBNY
1444
Trustco Bank (New York)
New York
$1.83M -$12.6K -88 -0.7%
MA
1445
MONECO Advisors
Connecticut
$1.83M -$67K -469 -3%
IP
1446
Intellectus Partners
California
$1.83M -$16K -112 -0.9%
GFA
1447
Gifford Fong Associates
California
$1.83M – – –
MFG
1448
Magnus Financial Group
New York
$1.82M -$226K -1,581 -11%
TNB
1449
Thomasville National Bank
Georgia
$1.82M +$158K +1,105 +9%
PRP
1450
Peak Retirement Planning
Ohio
$1.82M +$409K +2,862 +28%
56 57
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