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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1651
Trillium Asset Management
Massachusetts
$261K -$1.45K -15 -0.5%
11A
1652
10-15 Associates
New York
$261K +$6K +62 +2%
GWM
1653
Gupta Wealth Management
California
$261K +$264K +2,725 New
CPA
1654
Cowen Prime Advisors
New York
$259K +$2.13K +22 +0.8%
IWA
1655
Inspirion Wealth Advisors
Illinois
$257K -$49.5K -512 -16%
MWP
1656
MYCIO Wealth Partners
Pennsylvania
$257K +$19.8K +205 +8%
VHAM
1657
Van Hulzen Asset Management
California
$257K +$260K +2,685 New
JAFL
1658
Jay A. Fishman Ltd
Michigan
$257K – – –
MA
1659
MCF Advisors
Kentucky
$254K +$97 +1 +0%
WP
1660
WealthPLAN Partners
Nebraska
$251K +$252K +2,608 New
LC
1661
Lourd Capital
California
$250K +$6.77K +70 +3%
HIM
1662
Hillsdale Investment Management
Ontario, Canada
$249K – – –
PG
1663
Portola Group
California
$249K – – –
USGIU
1664
U.S. Global Investors (USGI)
Texas
$249K – – –
PCM
1665
Palisade Capital Management
New Jersey
$249K +$252K +2,600 New
RP
1666
Reinhart Partners
Wisconsin
$248K +$251K +2,591 New
CG
1667
Caprock Group
Idaho
$246K – – –
SIP
1668
Stoneridge Investment Partners
Pennsylvania
$246K +$248K +2,568 New
FWP
1669
FAS Wealth Partners
Kansas
$246K +$249K +2,572 New
BIA
1670
Biondo Investment Advisors
Pennsylvania
$244K – – –
RP
1671
Rowlandmiller & Partners
Georgia
$244K – – –
UF
1672
Univest Financial
Pennsylvania
$244K – – –
AIM
1673
Advantage Investment Management
Iowa
$244K +$2.9K +30 +1%
EBSAM
1674
Eubel Brady & Suttman Asset Management
Ohio
$243K +$484 +5 +0.2%
DBT
1675
Dubuque Bank & Trust
Iowa
$243K +$6.39K +66 +3%
65 66
67
68 69