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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PSC
1526
Prentiss Smith & Co
Vermont
$363K -$10.5K -115 -3%
TBA
1527
Train Babcock Advisors
New York
$360K – – –
WPW
1528
Waldron Private Wealth
Pennsylvania
$358K -$2.46K -27 -0.7%
DWM
1529
Destination Wealth Management
California
$355K +$48.2K +528 +16%
BIM
1530
Baldwin Investment Management
Pennsylvania
$351K +$54.8K +600 +19%
EBSAM
1531
Eubel Brady & Suttman Asset Management
Ohio
$351K +$110K +1,206 +47%
KS
1532
Karpas Strategies
Connecticut
$349K – – –
B
1533
Bailard
California
$347K -$16.4K -180 -5%
AI
1534
ArchPoint Investors
Florida
$344K – – –
PAM
1535
Premier Asset Management
Illinois
$343K – – –
AI
1536
Accredited Investors
Minnesota
$342K -$2.46K -27 -0.7%
RIG
1537
Roosevelt Investment Group
New York
$341K -$822 -9 -0.2%
GAG
1538
GM Advisory Group
New York
$341K +$21.9K +240 +7%
PAM
1539
Princeton Alpha Management
New Jersey
$338K -$2.97M -32,484 -90%
FHB
1540
First Hawaiian Bank
Hawaii
$338K +$548 +6 +0.2%
AA
1541
Alesco Advisors
New York
$337K – – –
EA
1542
Emerald Advisers
Pennsylvania
$335K -$154K -1,685 -32%
SIC
1543
Sigma Investment Counselors
Michigan
$332K +$62.6K +686 +24%
LD
1544
Lipe & Dalton
New York
$331K -$30.6K -335 -9%
VF
1545
Virtu Financial
New York
$330K +$324K +3,545 New
NEPWA
1546
New England Private Wealth Advisors
Massachusetts
$327K -$7.21K -79 -2%
ECAM
1547
East Coast Asset Management
Massachusetts
$327K +$6.85K +75 +2%
TAM
1548
Trillium Asset Management
Massachusetts
$327K +$320K +3,508 New
CRC
1549
Curi RMB Capital
Illinois
$321K -$54.7K -599 -15%
ZF
1550
Zhang Financial
Michigan
$320K -$3.83K -42 -1%
60 61
62
63 64