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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1601
Means Investment Company
Maine
$1.23M -$2.31K -17 -0.2%
OSAM
1602
O'Shaughnessy Asset Management
Connecticut
$1.22M +$410K +3,015 +51%
WPA
1603
Winning Points Advisors
Florida
$1.22M – – –
PP
1604
PagnatoKarp Partners
Virginia
$1.22M -$8.98K -66 -0.7%
MWM
1605
Minot Wealth Management
Massachusetts
$1.21M +$1.15M +8,442 New
TNA
1606
True North Advisors
Texas
$1.21M +$1.2M +8,853 New
AA
1607
Alesco Advisors
New York
$1.21M +$744K +5,468 +163%
WSC
1608
Wellington Shields & Co
New York
$1.21M +$1.2M +8,815 New
MCM
1609
Manchester Capital Management
Vermont
$1.2M +$69.7K +512 +6%
PWAP
1610
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.2M -$15.8K -116 -1%
FSA
1611
Franklin Street Advisors
North Carolina
$1.2M -$69.4K -510 -5%
CPIG
1612
Chicago Partners Investment Group
Illinois
$1.2M +$147K +1,077 +14%
LPT
1613
Legacy Private Trust
Wisconsin
$1.2M +$187K +1,372 +19%
AIM
1614
Acropolis Investment Management
Missouri
$1.2M +$14.2K +104 +1%
GLLW
1615
Graves Light Lenhart Wealth
Virginia
$1.19M -$15.2K -112 -1%
TCCM
1616
Timber Creek Capital Management
Massachusetts
$1.19M -$10.2K -75 -0.9%
CC
1617
Cadinha & Co
Hawaii
$1.19M – – –
MYIA
1618
Mount Yale Investment Advisors
Colorado
$1.18M +$22K +162 +2%
BWM
1619
Bernicke Wealth Management
Wisconsin
$1.18M +$41.1K +302 +4%
SAM
1620
S.A. Mason
Michigan
$1.18M +$1.18M +8,641 New
MC
1621
Martin & Co
Tennessee
$1.18M +$20.4K +150 +2%
PFC
1622
Phocas Financial Corp
California
$1.18M – – –
FMB
1623
Field & Main Bank
Kentucky
$1.17M +$680 +5 +0.1%
TFA
1624
Teamwork Financial Advisors
Texas
$1.17M +$1.17M +8,590 New
FFN
1625
Focus Financial Network
Minnesota
$1.17M +$4.63K +34 +0.4%
63 64
65
66 67