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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1726
Midwest Investment Management
Ohio
$320K +$1.57K +15 +0.5%
PP
1727
PagnatoKarp Partners
Virginia
$320K +$318K +3,040 New
GLA
1728
Good Life Advisors
Pennsylvania
$318K +$326K +3,117 New
BIG
1729
Bellwether Investment Group
Tennessee
$317K +$318K +3,033 New
CSM
1730
CAMG Solamere Management
North Carolina
$317K +$319K +3,050 New
SSI
1731
Scott & Selber Inc
Texas
$311K – – –
PIM
1732
Parasol Investment Management
Illinois
$309K -$6.28K -60 -2%
LK
1733
Lumbard & Kellner
New Hampshire
$309K – – –
BII
1734
Bainco International Investors
Massachusetts
$307K +$307K +2,932 New
CGL
1735
Clarius Group LLC
Washington
$304K +$32.7K +312 +12%
SFS
1736
Summit Financial Strategies
Ohio
$303K +$15.7K +150 +5%
WA
1737
Wealth Architects
California
$300K -$14K -134 -4%
QC
1738
QCM Cayman
Texas
$300K +$300K +2,864 New
GS
1739
GAM Systematic
United Kingdom
$299K -$321K -3,064 -52%
RGIA
1740
Rainier Group Investment Advisory
Washington
$299K +$299K +2,856 New
LD
1741
Lipe & Dalton
New York
$298K -$31.4K -300 -10%
AA
1742
AlphaMark Advisors
Kentucky
$297K – – –
SAM
1743
Security Asset Management
New York
$297K – – –
JPMIA
1744
J.P. Marvel Investment Advisors
Massachusetts
$296K – – –
SIA
1745
Starfire Investment Advisers
Michigan
$295K – – –
PCM
1746
Pointe Capital Management
Michigan
$295K +$296K +2,823 New
EWM
1747
Empirical Wealth Management
Washington
$293K +$60.4K +577 +26%
KCP
1748
KDI Capital Partners
North Carolina
$293K +$251K +2,400 +600%
TAM
1749
Trillium Asset Management
Massachusetts
$292K +$292K +2,789 New
IC
1750
Intersect Capital
California
$290K -$1.36K -13 -0.5%
68 69
70
71 72