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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1451
TRUE Private Wealth Advisors
Oregon
$1M +$134K +1,178 +15%
BHTS
1452
Bar Harbor Trust Services
Maine
$983K – – –
LCM
1453
Lee Capital Management
New York
$982K – – –
VWA
1454
V Wealth Advisors
Kansas
$977K +$258K +2,270 +33%
AF
1455
AMG Funds
Connecticut
$975K -$28.5K -251 -3%
CIA
1456
Covington Investment Advisors
Pennsylvania
$970K +$53.5K +470 +6%
VHAM
1457
Van Hulzen Asset Management
California
$969K -$5.69K -50 -0.6%
PK
1458
Pflug Koory
Nebraska
$967K -$11.4K -100 -1%
BCM
1459
Baltimore Capital Management
Maryland
$967K -$5.69K -50 -0.6%
PWAP
1460
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$967K +$25.6K +225 +3%
OC
1461
Oakworth Capital
Alabama
$966K -$57.7K -507 -5%
KCP
1462
KDI Capital Partners
North Carolina
$961K +$1M +8,800 New
PIM
1463
Profit Investment Management
Maryland
$959K -$377K -3,318 -27%
WPA
1464
Winning Points Advisors
Florida
$959K – – –
BSAM
1465
Blue Sky Asset Management
Colorado
$956K +$996K +8,760 New
AF
1466
Advisornet Financial
Minnesota
$954K -$240K -2,110 -19%
BCM
1467
Becker Capital Management
Oregon
$954K +$358K +3,148 +56%
BWM
1468
Baystate Wealth Management
Massachusetts
$951K +$166K +1,456 +19%
ANBT
1469
American National Bank & Trust
Texas
$950K -$209K -1,839 -17%
HFA
1470
HC Financial Advisors
California
$945K -$2.05K -18 -0.2%
DBT
1471
Dubuque Bank & Trust
Iowa
$945K +$23K +202 +2%
PFA
1472
Pathway Financial Advisors
Vermont
$944K -$25.6K -225 -3%
FAG
1473
Financial Advisory Group
Texas
$943K -$751K -6,600 -43%
KIG
1474
Kessler Investment Group
Indiana
$943K +$983K +8,639 New
SBWM
1475
Sunflower Bank Wealth Management
Arizona
$941K -$29K -255 -3%
57 58
59
60 61