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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1726
Arete Wealth Advisors
Illinois
$271K +$64.7K +600 +32%
CCM
1727
Colorado Capital Management
Colorado
$269K – – –
PPCM
1728
Pillar Pacific Capital Management
California
$266K +$57.5K +534 +28%
KL
1729
KWMG LLC
Kansas
$264K -$6.79K -63 -3%
WP
1730
WealthSource Partners
California
$263K -$120K -1,110 -31%
AWA
1731
ARS Wealth Advisors
Florida
$261K +$259K +2,399 New
SWA
1732
SFMG Wealth Advisors
Texas
$260K -$10.8K -100 -4%
NYLT
1733
New York Life Trust
New York
$260K -$5.6K -52 -2%
KIM
1734
Karpus Investment Management
New York
$258K – – –
FNBOH
1735
First National Bank of Hutchinson
Kansas
$254K – – –
ERIM
1736
Eagle Ridge Investment Management
Connecticut
$253K -$10.8K -100 -4%
JCM
1737
Jacobi Capital Management
Pennsylvania
$250K -$21.6K -200 -8%
UF
1738
Univest Financial
Pennsylvania
$247K – – –
IAS
1739
IMA Advisory Services
Colorado
$246K – – –
CFA
1740
Capstone Financial Advisors
Illinois
$244K +$241K +2,241 New
BCI
1741
Brinker Capital Investments
Pennsylvania
$243K +$19.5K +181 +9%
EWM
1742
Empirical Wealth Management
Washington
$242K +$23.7K +220 +11%
CWP
1743
Capital Wealth Planning
Florida
$239K -$2.64M -24,535 -92%
CIC
1744
Cornercap Investment Counsel
Georgia
$239K +$7.65K +71 +3%
CAL
1745
Capital Advisors Ltd
Ohio
$238K – – –
SAM
1746
Solaris Asset Management
New York
$238K +$183K +1,695 +342%
11A
1747
10-15 Associates
New York
$237K -$91.4K -848 -28%
TFO
1748
Tarbox Family Office
California
$237K +$323 +3 +0.1%
CP
1749
Coho Partners
Pennsylvania
$237K +$235K +2,178 New
BIAS
1750
Beacon Investment Advisory Services
New Jersey
$236K +$14.9K +138 +7%
68 69
70
71 72