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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2326
MJP Associates
Connecticut
$562K +$3.97K +27 +0.7%
AA
2327
Apriem Advisors
California
$561K +$2.94K +20 +0.5%
FMTCOCP
2328
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$561K -$203K -1,385 -26%
CWS
2329
Cypress Wealth Services
California
$560K +$92K +626 +19%
WCM
2330
Winebrenner Capital Management
Kentucky
$557K – – –
OIM
2331
Orca Investment Management
Oregon
$556K +$441 +3 +0.1%
LC
2332
Lawood & Co
Pennsylvania
$556K +$569K +3,872 New
PWM
2333
Pines Wealth Management
North Carolina
$555K -$29.1K -198 -5%
MPW
2334
MASECO Private Wealth
$555K +$568K +3,866 New
ACS
2335
Archford Capital Strategies
Illinois
$554K -$10.9K -74 -2%
GAA
2336
Global Assets Advisory
Florida
$553K -$88.9K -605 -14%
CFS
2337
Commonwealth Financial Services
West Virginia
$552K -$36.9K -251 -6%
PCM
2338
Polymer Capital Management
New York
$550K +$349K +2,377 +163%
SC
2339
Sepio Capital
Utah
$550K +$563K +3,833 New
LIA
2340
LBMC Investment Advisors
Tennessee
$549K -$3.38K -23 -0.6%
GHAM
2341
Gilman Hill Asset Management
Connecticut
$549K -$18.4K -125 -3%
AIM
2342
Arcadia Investment Management
Michigan
$549K -$14.7K -100 -3%
MAWA
2343
Moss Adams Wealth Advisors
Washington
$549K +$62.9K +428 +13%
NAMM
2344
NorthStar Asset Management (Massachusetts)
Massachusetts
$548K +$98.1K +668 +21%
ACA
2345
Ackerman Capital Advisors
Texas
$547K -$3.82K -26 -0.7%
OE
2346
October Effect
Virginia
$547K -$88.2K -600 -14%
LWM
2347
Liberty Wealth Management
California
$547K +$14K +95 +3%
FBFS
2348
First Business Financial Services
Wisconsin
$547K -$181K -1,233 -24%
ACI
2349
Alpha Cubed Investments
California
$546K +$33.9K +231 +6%
PAM
2350
PCG Asset Management
New Jersey
$546K -$20.6K -140 -4%
92 93
94
95 96