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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1601
Stevens Capital Management
Pennsylvania
$1.82M -$839K -4,622 -30%
FCAS
1602
First Command Advisory Services
Texas
$1.82M +$1.95M +10,754 New
OCM
1603
Orleans Capital Management
Louisiana
$1.82M +$113K +620 +6%
PHIMC
1604
Private Harbour Investment Management & Counsel
Ohio
$1.82M -$1.82K -10 -0.1%
DMBA
1605
Deseret Mutual Benefit Administrators
Utah
$1.81M -$451K -2,483 -19%
HIC
1606
Holderness Investments Company
North Carolina
$1.81M +$6.17K +34 +0.3%
WWM
1607
Wolff Wiese Magana
California
$1.81M +$44.1K +243 +2%
AIC
1608
Archer Investment Corporation
Indiana
$1.8M +$151K +834 +9%
CC
1609
Cadinha & Co
Hawaii
$1.8M +$14.5K +80 +0.8%
DCM
1610
Dudley Capital Management
Virginia
$1.8M +$105K +577 +6%
ZB
1611
Zions Bancorporation
Utah
$1.79M -$61.6K -339 -3%
RPCONE
1612
Retirement Planning Company of New England
Rhode Island
$1.79M +$658K +3,625 +52%
SIA
1613
Schechter Investment Advisors
Michigan
$1.78M +$80.3K +442 +4%
WCA
1614
Westover Capital Advisors
Delaware
$1.78M -$76.5K -421 -4%
CWM
1615
Connecticut Wealth Management
Connecticut
$1.78M +$1.11M +6,119 +140%
BB
1616
Berkshire Bank
Massachusetts
$1.78M +$57K +314 +3%
AIM
1617
AHL Investment Management
Florida
$1.78M – – –
AWM
1618
Avitas Wealth Management
California
$1.77M -$40.5K -223 -2%
GIM
1619
Guardian Investment Management
California
$1.77M +$5.45K +30 +0.3%
VIM
1620
Vista Investment Management
Pennsylvania
$1.77M +$15.8K +87 +0.8%
LWM
1621
Laidlaw Wealth Management
New York
$1.77M -$264K -1,455 -12%
CST
1622
Charles Schwab Trust
Nevada
$1.76M +$936K +5,152 +98%
RIM
1623
Redwood Investment Management
Arizona
$1.76M +$1.1M +6,071 +141%
WIA
1624
Westbourne Investment Advisors
Maryland
$1.75M – – –
LWA
1625
Lineweaver Wealth Advisors
Ohio
$1.75M -$22.2K -122 -1%
63 64
65
66 67