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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1676
Cornercap Investment Counsel
Georgia
$201K – – –
TIA
1677
Tiemann Investment Advisors
California
$201K +$205K +2,150 New
RI
1678
Redwood Investments
Massachusetts
$192K – – –
LWA
1679
Lenox Wealth Advisors
New York
$191K -$601K -6,287 -75%
CCS
1680
Crosspoint Capital Strategies
California
$190K +$89.6K +938 +85%
GCM
1681
Grisanti Capital Management
New York
$186K – – –
MCM
1682
MV Capital Management
Maryland
$182K -$478 -5 -0.3%
AA
1683
AlphaMark Advisors
Kentucky
$175K – – –
RAM
1684
Riggs Asset Management
Pennsylvania
$175K +$4.68K +49 +3%
AWM
1685
Avior Wealth Management
Nebraska
$174K +$4.01K +42 +2%
CFSG
1686
Community Financial Services Group
Vermont
$173K -$14.9K -156 -8%
ACS
1687
Archford Capital Strategies
Illinois
$171K – – –
PSI
1688
Pinnacle Summer Investments
Virginia
$169K -$2.31M -24,149 -93%
BCP
1689
Blue Chip Partners
Michigan
$169K +$9.56K +100 +6%
KPCM
1690
Kings Point Capital Management
New York
$160K +$33.4K +350 +26%
RCWMU
1691
Rothschild & Co Wealth Management (UK)
United Kingdom
$159K -$229K -2,400 -59%
NCM
1692
Nelson Capital Management
California
$153K -$46.3K -485 -23%
CM
1693
Castleark Management
Illinois
$149K – – –
CF
1694
CenterStar Fund
Illinois
$146K – – –
BWA
1695
Burt Wealth Advisors
Maryland
$141K +$382 +4 +0.3%
TFO
1696
Tarbox Family Office
California
$140K -$5.45K -57 -4%
BAM
1697
Brave Asset Management
New Jersey
$139K – – –
GAM
1698
Gemmer Asset Management
California
$138K – – –
DA
1699
Dunvegan Associates
California
$132K – – –
WA
1700
Waverly Advisors
Alabama
$130K +$57.8K +605 +77%
66 67
68
69 70