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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1951
Sippican Capital Advisors
Massachusetts
$567K -$134K -1,015 -19%
MIC
1952
Meridian Investment Counsel
California
$565K -$13.2K -100 -2%
MIAS
1953
Mason Investment Advisory Services
Virginia
$562K – – –
ACA
1954
Atlas Capital Advisors
Wyoming
$560K – – –
BFA
1955
Brendel Financial Advisors
New Hampshire
$554K -$506K -3,841 -48%
SL
1956
Summitry LLC
California
$554K – – –
SP
1957
Successful Portfolios
Florida
$554K +$130K +987 +31%
SFI
1958
SPC Financial Inc
Maryland
$553K -$26.4K -200 -5%
HC
1959
Hourglass Capital
Texas
$552K – – –
BCA
1960
Berman Capital Advisors
Georgia
$551K +$67.1K +509 +14%
HHAM
1961
HITE Hedge Asset Management
Massachusetts
$550K +$548K +4,155 New
SWMG
1962
Strategic Wealth Management Group
Maryland
$547K +$26.1K +198 +5%
SC
1963
Scholtz & Company
Connecticut
$545K -$80.4K -610 -13%
GL
1964
Graypoint LLC
New York
$545K +$39.3K +298 +8%
IA
1965
IndexIQ Advisors
New York
$544K +$479K +3,633 +752%
RIM
1966
Rockbridge Investment Management
New York
$544K +$542K +4,112 New
PCP
1967
Proficio Capital Partners
Massachusetts
$543K -$83.8K -636 -13%
CT
1968
Clearstead Trust
Maine
$543K – – –
IAIM
1969
International Assets Investment Management
Florida
$541K +$17.8K +135 +3%
MWPCG
1970
Measured Wealth Private Client Group
New Hampshire
$539K +$306K +2,325 +133%
GA
1971
Geller Advisors
New York
$537K +$286K +2,171 +115%
RPG
1972
Resource Planning Group
Georgia
$535K – – –
CWM
1973
Circle Wealth Management
New Jersey
$534K +$90.8K +689 +21%
SAMC
1974
Spectrum Asset Management (California)
California
$531K – – –
TIA
1975
Traphagen Investment Advisors
New Jersey
$531K -$10.8K -82 -2%
77 78
79
80 81