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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1701
Pinion Investment Advisors
Kansas
$492K +$31.7K +280 +7%
CI
1702
Capital International
California
$491K -$611K -5,400 -55%
SL
1703
Summitry LLC
California
$490K – – –
AIA
1704
Arbor Investment Advisors
North Carolina
$488K +$453 +4 +0.1%
MIC
1705
Meridian Investment Counsel
California
$486K – – –
LAIC
1706
Lederer & Associates Investment Counsel
California
$486K +$13K +115 +3%
LSAG
1707
Lake Street Advisors Group
New Hampshire
$480K -$286K -2,527 -37%
ECM
1708
Ensemble Capital Management
California
$480K +$11.9K +105 +3%
TIM
1709
Tortoise Investment Management
New York
$479K -$5.1K -45 -1%
MFG
1710
Merit Financial Group
Georgia
$476K – – –
AIM
1711
Advantage Investment Management
Iowa
$475K +$15.4K +136 +3%
KSA
1712
Ken Stern & Associates
California
$472K – – –
FFC
1713
First Financial Corp
Indiana
$470K -$2.94K -26 -0.6%
IC
1714
Intersect Capital
California
$470K +$61.8K +546 +15%
CIAS
1715
Capital Investment Advisory Services
North Carolina
$469K -$10.1K -89 -2%
HC
1716
Hourglass Capital
Texas
$467K -$1.7K -15 -0.4%
FWCM
1717
First Western Capital Management
California
$464K -$32.3K -285 -6%
AAM
1718
Aureus Asset Management
Massachusetts
$464K +$113 +1 +0%
IWC
1719
Integrated Wealth Concepts
Massachusetts
$463K +$18.6K +164 +4%
HPWM
1720
Highland Private Wealth Management
Washington
$460K +$5.89K +52 +1%
FCFC
1721
First Commonwealth Financial Corp
Pennsylvania
$459K -$7.36K -65 -2%
PAMG
1722
Patton Albertson Miller Group
Tennessee
$459K -$3.4K -30 -0.7%
HFA
1723
Huber Financial Advisors
Illinois
$459K +$1.93K +17 +0.4%
JGUA
1724
John G. Ullman & Associates
New York
$456K -$5.66K -50 -1%
CAAS
1725
Capital Asset Advisory Services
Michigan
$456K -$5.21K -46 -1%
67 68
69
70 71