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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1451
RKL Wealth Management
Pennsylvania
$1.67M -$264 -2 -0%
AP
1452
Arlington Partners
Alabama
$1.66M +$296K +2,246 +22%
LS
1453
Leelyn Smith
Illinois
$1.65M +$395 +3 +0%
SAM
1454
Seelaus Asset Management
New Jersey
$1.65M +$5.14K +39 +0.3%
CGL
1455
Clarius Group LLC
Washington
$1.64M +$91.2K +692 +6%
AP
1456
Atwood & Palmer
Missouri
$1.64M – – –
CA
1457
Cullinan Associates
Kentucky
$1.64M – – –
CA
1458
Claro Advisors
Massachusetts
$1.64M +$226K +1,711 +16%
BCM
1459
Bluefin Capital Management
New York
$1.64M +$1.63M +12,362 New
VIA
1460
Vident Investment Advisory
Georgia
$1.63M -$25.4K -193 -2%
CL
1461
CPWM LLC
Washington
$1.63M -$336K -2,550 -17%
DDC
1462
DF Dent & Co
Maryland
$1.63M -$1.32K -10 -0.1%
CIA
1463
Covington Investment Advisors
Pennsylvania
$1.62M +$52.7K +400 +3%
PA
1464
Procyon Advisors
Connecticut
$1.62M -$80.5K -611 -5%
NAS
1465
Nicolet Advisory Services
Wisconsin
$1.61M -$25.8K -196 -2%
BWL
1466
Bogart Wealth LLC
Virginia
$1.61M +$171K +1,295 +12%
PP
1467
Paloma Partners
Connecticut
$1.6M -$202K -1,533 -11%
KPW
1468
Kore Private Wealth
New York
$1.6M -$112K -852 -7%
SNBOSCI
1469
Security National Bank of Sioux City Iowa
Iowa
$1.6M -$50.1K -380 -3%
PL
1470
Perpetual Ltd
Australia
$1.6M +$1.59M +12,065 New
JWA
1471
JFS Wealth Advisors
Pennsylvania
$1.59M -$62.9K -477 -4%
VHAM
1472
Van Hulzen Asset Management
California
$1.59M +$485K +3,682 +44%
ACG
1473
Allen Capital Group
Nebraska
$1.59M +$1.59M +12,038 New
YWP
1474
YorkBridge Wealth Partners
New York
$1.59M -$33.2K -252 -2%
AIM
1475
Aspen Investment Management
Michigan
$1.58M +$306K +2,325 +24%
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