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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
1951
Harel Insurance Investments & Financial Services
Israel
$577K +$343K +2,520 +148%
KMWM
1952
Keudell/Morrison Wealth Management
Oregon
$576K -$131K -963 -19%
FFC
1953
First Financial Corp
Indiana
$576K +$49.5K +364 +9%
ANBT
1954
American National Bank & Trust
Texas
$575K +$49.1K +361 +9%
AWMF
1955
Arbor Wealth Management (Florida)
Florida
$574K +$16.1K +118 +3%
FIM
1956
Freedom Investment Management
Connecticut
$573K +$65.3K +480 +13%
PIA
1957
Pinion Investment Advisors
Kansas
$572K +$36.1K +265 +7%
HC
1958
Hourglass Capital
Texas
$570K – – –
SHGA
1959
Sand Hill Global Advisors
California
$567K +$229K +1,683 +68%
OFG
1960
OmniStar Financial Group
North Carolina
$566K +$65.2K +479 +13%
CA
1961
Capital Advantage
California
$565K -$953 -7 -0.2%
PRC
1962
Pearl River Capital
Michigan
$565K +$563K +4,134 New
PPWM
1963
PFG Private Wealth Management
Florida
$564K +$562K +4,128 New
HFA
1964
Huber Financial Advisors
Illinois
$563K +$3.81K +28 +0.7%
C
1965
Cerebellum
California
$562K +$100K +736 +22%
PGAM
1966
Princeton Global Asset Management
New Jersey
$562K +$259K +1,900 +86%
GLI
1967
Guardian Life Insurance
New York
$561K +$1.91K +14 +0.3%
DIM
1968
DC Investments Management
Virginia
$561K +$131K +962 +31%
CAMG
1969
CWA Asset Management Group
Florida
$560K -$159K -1,171 -22%
IFWM
1970
Institute for Wealth Management
Colorado
$560K +$136 +1 +0%
CF
1971
Centaurus Financial
California
$560K +$67.8K +498 +14%
GAM
1972
Grandview Asset Management
Pennsylvania
$557K -$61.9K -455 -10%
MCA
1973
Morris Capital Advisors
Pennsylvania
$556K -$21.5K -158 -4%
SFG
1974
SNS Financial Group
Minnesota
$556K – – –
RCA
1975
Ranch Capital Advisors
Florida
$556K +$79.6K +585 +17%
77 78
79
80 81