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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1751
Frontier Investment Management
Texas
$422K -$15.2K -134 -3%
WI
1752
Wintrust Investments
Illinois
$421K -$94.4K -834 -18%
SIM
1753
SSI Investment Management
California
$420K -$2.15K -19 -0.5%
TFF
1754
The Family Firm
Maryland
$420K +$6.57K +58 +2%
MWP
1755
MYCIO Wealth Partners
Pennsylvania
$419K -$36.9K -326 -8%
WTFG
1756
Wells Trecaso Financial Group
Ohio
$419K -$17K -150 -4%
KS
1757
Karpas Strategies
Connecticut
$419K – – –
TCM
1758
Tanaka Capital Management
New York
$419K – – –
LSC
1759
Lesa Sroufe & Co
Washington
$417K – – –
GC
1760
Garde Capital
Washington
$416K -$8.72K -77 -2%
NED
1761
Nancy E. Dempze
$415K -$78.1K -690 -16%
CBT
1762
Central Bank & Trust
Kentucky
$412K -$9.85K -87 -2%
CWM
1763
Confluence Wealth Management
Oregon
$412K +$5.78K +51 +1%
ECAM
1764
East Coast Asset Management
Massachusetts
$412K +$47.4K +419 +13%
HAFS
1765
Hapanowicz & Associates Financial Services
Pennsylvania
$411K – – –
AWE
1766
Avidian Wealth Enterprises
Texas
$407K +$6.46K +57 +2%
WA
1767
Waverly Advisors
Alabama
$403K -$17.6K -155 -4%
DA
1768
Doliver Advisors
Texas
$401K +$61.1K +540 +18%
LCS
1769
Levin Capital Strategies
New York
$400K – – –
DIM
1770
DC Investments Management
Virginia
$399K – – –
GA
1771
Greytown Advisors
Florida
$396K -$112K -992 -22%
CHAM
1772
Clear Harbor Asset Management
Connecticut
$396K -$102K -900 -20%
MWM
1773
Mascoma Wealth Management
New Hampshire
$396K +$9.51K +84 +2%
SFM
1774
Signature Financial Management
Virginia
$395K +$15.4K +136 +4%
LPT
1775
Legacy Private Trust
Wisconsin
$395K +$43.8K +387 +12%
69 70
71
72 73