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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VRM
2126
Vectors Research Management
New York
$508K +$103K +727 +27%
RB
2127
Renasant Bank
Mississippi
$508K +$487K +3,427 New
PA
2128
Perennial Advisors
New York
$506K +$11.4K +80 +2%
PIP
2129
Peachtree Investment Partners
Florida
$505K -$5.83K -41 -1%
BWA
2130
BDO Wealth Advisors
Florida
$505K +$3.55K +25 +0.7%
SIM
2131
SSI Investment Management
California
$504K -$1.28K -9 -0.3%
SAMC
2132
Spectrum Asset Management (California)
California
$501K – – –
SA
2133
Sunesis Advisors
Kansas
$501K +$127K +896 +36%
AA
2134
Apriem Advisors
California
$500K +$67.5K +475 +16%
AWP
2135
Abacus Wealth Partners
California
$500K +$479K +3,369 New
MA
2136
MCF Advisors
Kentucky
$499K -$162K -1,143 -25%
OFS
2137
Oldfather Financial Services
Nebraska
$499K +$2.56K +18 +0.5%
HHGA
2138
Halbert Hargrove Global Advisors
California
$499K +$72.1K +507 +18%
CFA
2139
Capstone Financial Advisors
Illinois
$498K +$161K +1,132 +51%
CF
2140
Centaurus Financial
California
$497K +$46.5K +327 +11%
MPPLM
2141
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$496K -$1.18M -8,301 -71%
AAM
2142
Aureus Asset Management
Massachusetts
$495K -$50K -352 -10%
DC
2143
DeDora Capital
California
$492K -$9.95K -70 -2%
SLT
2144
St Louis Trust
Missouri
$489K – – –
JFA
2145
JNBA Financial Advisors
Minnesota
$488K -$15.9K -112 -3%
CIG
2146
Cairn Investment Group
Washington
$486K – – –
IIM
2147
Ironwood Investment Management
Massachusetts
$484K – – –
LC
2148
Landaas & Company
Wisconsin
$482K – – –
SFP
2149
Sterling Financial Planning
New Jersey
$481K +$461K +3,243 New
TFM
2150
TFC Financial Management
Massachusetts
$480K – – –
84 85
86
87 88