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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1776
Ironwood Investment Management
Massachusetts
$459K -$2.85K -25 -0.6%
SFG
1777
SNS Financial Group
Minnesota
$459K +$40.8K +357 +10%
HWA
1778
HCR Wealth Advisors
California
$456K +$47.3K +414 +12%
CC
1779
Cedar Capital
Illinois
$456K +$72.9K +638 +20%
NO
1780
Ninety One
South Africa
$455K +$16.9K +148 +4%
CHA
1781
Cooper/Haims Advisors
New York
$454K +$433K +3,788 New
MSR
1782
Main Street Research
Connecticut
$452K -$23K -201 -5%
UAS
1783
United Asset Strategies
New York
$451K – – –
KS
1784
Karpas Strategies
Connecticut
$450K – – –
LCS
1785
Levin Capital Strategies
New York
$448K – – –
NL
1786
NVWM LLC
Pennsylvania
$448K +$424K +3,715 New
BP
1787
Broadleaf Partners
Ohio
$448K +$426K +3,734 New
KI
1788
Koch Industries
Kansas
$447K +$57.3K +502 +16%
FPCP
1789
Fort Point Capital Partners
California
$444K +$146K +1,279 +53%
OFW
1790
Omnia Family Wealth
Florida
$443K -$1.37K -12 -0.3%
SFM
1791
Signature Financial Management
Virginia
$442K -$326K -2,854 -44%
SRAM
1792
Stone Ridge Asset Management
New York
$441K +$420K +3,678 New
WTFG
1793
Wells Trecaso Financial Group
Ohio
$439K +$418K +3,663 New
HAFS
1794
Hapanowicz & Associates Financial Services
Pennsylvania
$438K – – –
DCM
1795
Driehaus Capital Management
Illinois
$437K – – –
MIFH
1796
Migdal Insurance & Financial Holdings
Israel
$437K +$26.5K +232 +7%
TCM
1797
Tanaka Capital Management
New York
$435K +$19.8K +173 +5%
APG
1798
Abacus Planning Group
South Carolina
$435K +$414K +3,629 New
ECAM
1799
East Coast Asset Management
Massachusetts
$434K -$43.1K -377 -9%
BCP
1800
Blackhawk Capital Partners
Wisconsin
$432K +$411K +3,599 New
70 71
72
73 74