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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1951
Halbert Hargrove Global Advisors
California
$435K -$6.91K -52 -2%
ACI
1952
Alpha Cubed Investments
California
$434K -$89.7K -675 -18%
LIA
1953
LBMC Investment Advisors
Tennessee
$434K +$1.73K +13 +0.4%
BCA
1954
Berman Capital Advisors
Georgia
$432K -$1.06K -8 -0.3%
SRCM
1955
Swift Run Capital Management
Virginia
$432K – – –
DIM
1956
DC Investments Management
Virginia
$431K +$107K +808 +35%
NED
1957
Nancy E. Dempze
$429K -$13.3K -100 -3%
CAL
1958
Capital Advisors Ltd
Ohio
$429K +$10.1K +76 +2%
CBFP
1959
Cedar Brook Financial Partners
Ohio
$429K +$10.8K +81 +3%
FBFS
1960
First Business Financial Services
Wisconsin
$428K – – –
BONST
1961
Bank of Nova Scotia Trust
Ontario, Canada
$427K -$10.2K -77 -2%
SAM
1962
Silphium Asset Management
United Kingdom
$426K – – –
WCM
1963
Wedge Capital Management
North Carolina
$426K +$7.84K +59 +2%
SAMC
1964
Spectrum Asset Management (California)
California
$424K – – –
STA
1965
Summit Trail Advisors
New York
$424K +$37.1K +279 +10%
TFGT
1966
TS Financial Group (TSFG)
Illinois
$423K +$664 +5 +0.2%
SAM
1967
Security Asset Management
New York
$422K – – –
SWMG
1968
Strategic Wealth Management Group
Maryland
$422K +$133 +1 +0%
BFPW
1969
BOK Financial Private Wealth
Colorado
$422K +$51.4K +387 +14%
ALAM
1970
Asahi Life Asset Management
Japan
$420K -$551K -4,150 -58%
PA
1971
Perennial Advisors
New York
$419K +$3.06K +23 +0.8%
EWM
1972
Executive Wealth Management
Michigan
$416K -$314K -2,365 -44%
CIA
1973
Cascade Investment Advisors
Oregon
$415K +$45.2K +340 +13%
NIM
1974
Nexus Investment Management
Ontario, Canada
$411K -$399K -3,000 -50%
AIM
1975
Advantage Investment Management
Iowa
$411K -$9.96K -75 -2%
77 78
79
80 81