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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
1676
Cerity Partners OCIO
New York
$1.18M -$520K -3,793 -31%
WI
1677
WrapManager Inc
California
$1.18M +$62.2K +453 +6%
OFG
1678
OmniStar Financial Group
North Carolina
$1.18M -$644K -4,691 -36%
WAM
1679
WNY Asset Management
New York
$1.18M -$36.9K -269 -3%
LPT
1680
Legacy Private Trust
Wisconsin
$1.17M -$30.9K -225 -3%
SAM
1681
S.A. Mason
Michigan
$1.17M +$17.6K +128 +2%
HH
1682
Hilltop Holdings
Texas
$1.17M -$389K -2,837 -26%
JSC
1683
Jackson Square Capital
California
$1.17M -$304K -2,219 -21%
RCM
1684
Radnor Capital Management
Pennsylvania
$1.17M – – –
LOAMS
1685
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.17M +$1.13M +8,240 New
HWAM
1686
Hennion & Walsh Asset Management
New Jersey
$1.17M +$1.13M +8,234 New
RM
1687
Resource Management
Louisiana
$1.16M – – –
IIM
1688
InTrack Investment Management
Vermont
$1.16M -$290K -2,112 -20%
CWM
1689
Cornerstone Wealth Management
Missouri
$1.16M +$73.4K +535 +7%
LSAG
1690
Lake Street Advisors Group
New Hampshire
$1.16M +$35.5K +259 +3%
CWM
1691
Chesapeake Wealth Management
Virginia
$1.16M -$111K -809 -9%
CYG
1692
Clean Yield Group
Vermont
$1.15M -$192K -1,398 -15%
AIM
1693
Arcadia Investment Management
Michigan
$1.15M -$29.5K -215 -3%
GDP
1694
Great Diamond Partners
Maine
$1.15M -$82.3K -600 -7%
RDWM
1695
Red Door Wealth Management
Tennessee
$1.15M +$203K +1,482 +22%
SA
1696
Strategic Advisors
New York
$1.15M +$41.9K +305 +4%
EWM
1697
Edge Wealth Management
New York
$1.15M +$163K +1,191 +17%
DTC
1698
Davidson Trust Company
Washington
$1.14M -$3.16K -23 -0.3%
SRAM
1699
Spouting Rock Asset Management
Pennsylvania
$1.14M +$22.2K +162 +2%
RIA
1700
Realta Investment Advisors
Delaware
$1.14M +$421K +3,071 +61%
66 67
68
69 70