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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GPWA
2126
Great Point Wealth Advisors
Massachusetts
$274K -$19.9K -150 -7%
GCM
2127
Grisanti Capital Management
New York
$274K – – –
WAM
2128
Weiss Asset Management
Massachusetts
$274K +$60.2K +453 +29%
IA
2129
Independence Advisors
Pennsylvania
$272K -$25.4K -191 -9%
WC
2130
Whitney & Co
New York
$271K -$10.4K -78 -4%
SIAS
2131
Shine Investment Advisory Services
Colorado
$271K +$13.3K +100 +5%
MIG
2132
McGuire Investment Group
Rhode Island
$270K -$11.3K -85 -4%
OWP
2133
Obermeyer Wealth Partners
Colorado
$270K +$36K +271 +16%
PA
2134
PFG Advisors
Arizona
$269K -$7.31K -55 -3%
AAM
2135
Augustine Asset Management
Florida
$269K – – –
CIC
2136
Cornercap Investment Counsel
Georgia
$269K – – –
VFP
2137
Verus Financial Partners
Virginia
$267K +$259K +1,947 New
HCA
2138
Heck Capital Advisors
Wisconsin
$266K +$8.63K +65 +3%
MWPCG
2139
Measured Wealth Private Client Group
New Hampshire
$266K -$148K -1,113 -36%
ST
2140
Sageworth Trust
Pennsylvania
$266K -$88.5K -666 -26%
BHWM
2141
Bay Harbor Wealth Management
Maryland
$266K -$42.6K -321 -14%
I
2142
INVST
Indiana
$266K +$5.98K +45 +2%
TC
2143
Trilogy Capital
California
$264K -$23.1K -174 -8%
GBBWRPM
2144
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$264K – – –
BWM
2145
BT Wealth Management
Georgia
$264K +$11.3K +85 +5%
CCFM
2146
Clear Creek Financial Management
Washington
$264K +$36.5K +275 +16%
RIG
2147
Roosevelt Investment Group
New York
$264K +$36.8K +277 +17%
I2I
2148
Insight 2811 Inc
Illinois
$264K +$256K +1,928 New
SCA
2149
Strategic Capital Advisers
Colorado
$262K -$36.7K -276 -13%
EAM
2150
Evanson Asset Management
California
$262K -$3.72K -28 -1%
84 85
86
87 88