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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1926
Bay Colony Advisors
Massachusetts
$932K -$1.28K -9 -0.1%
PAM
1927
Parvin Asset Management
South Dakota
$932K +$1.57K +11 +0.2%
CFP
1928
Catalyst Financial Partners
Massachusetts
$932K +$153K +1,073 +19%
SHA
1929
Seneca House Advisors
Virginia
$931K +$105K +734 +12%
FFM
1930
Fullerton Fund Management
Singapore
$930K +$946K +6,625 New
MA
1931
MBA Advisors
Pennsylvania
$930K +$9K +63 +1%
MPM
1932
Meritage Portfolio Management
Kansas
$930K -$6.57K -46 -0.7%
KAS
1933
KPP Advisory Services
Kentucky
$928K -$485K -3,394 -34%
AAM
1934
Aureus Asset Management
Massachusetts
$927K – – –
FCM
1935
Fieldview Capital Management
Michigan
$925K +$940K +6,585 New
PWA
1936
Phoenix Wealth Advisors
North Carolina
$925K -$12.6K -88 -1%
HPIA
1937
Hamilton Point Investment Advisors
North Carolina
$920K -$4.28K -30 -0.5%
GWANC
1938
Guardian Wealth Advisors (North Carolina)
North Carolina
$919K +$12.1K +85 +1%
BA
1939
Ballew Advisors
Mississippi
$918K +$8.28K +58 +1%
LAM
1940
L2 Asset Management
Massachusetts
$917K +$55.4K +388 +6%
MLA
1941
MB, Levis & Associates
Pennsylvania
$914K -$58.4K -409 -6%
AA
1942
Alta Advisers
United Kingdom
$912K -$71.4K -500 -7%
MCCA
1943
Mill Creek Capital Advisors
Pennsylvania
$912K +$14.4K +101 +2%
WSC
1944
Wellington Shields & Co
New York
$910K +$23.6K +165 +3%
DAM
1945
Doheny Asset Management
California
$910K – – –
SAM
1946
Strategy Asset Managers
California
$909K +$19K +133 +2%
SAM
1947
Sawgrass Asset Management
Florida
$909K -$94.7K -663 -9%
CC
1948
Corsicana & Co
Texas
$906K +$921K +6,450 New
RFG
1949
RFP Financial Group
Georgia
$904K +$6.85K +48 +0.8%
CCMG
1950
Clark Capital Management Group
Pennsylvania
$903K +$150K +1,047 +19%
76 77
78
79 80