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PPLI

People Inc

Name Holding Trade Value Shares
Change
Change in
Stake
HR
501
Howe & Rusling
New York
$4K
KWA
502
KCS Wealth Advisory
California
$3.49K +$3.84K +90 New
CFA
503
Carroll Financial Associates
North Carolina
$3K
CMBA
504
C.M. Bidwell & Associates
Hawaii
$3K
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.12K +73 New
BL
506
Balentine LLC
Georgia
$2K
FCA
507
FinTrust Capital Advisors
South Carolina
$2K
PFGIA
508
Patriot Financial Group Insurance Agency
Massachusetts
$2K
TCOV
509
Trust Company of Vermont
Vermont
$2K
TFGT
510
TS Financial Group (TSFG)
Illinois
$2K
LWA
511
Lenox Wealth Advisors
New York
$2K +$2.13K +50 New
SWM
512
Selective Wealth Management
Virginia
$2K +$2.65K +62 New
CAM
513
ClariVest Asset Management
California
$1K -$276K -6,469 -100%
Fidelity International
514
Fidelity International
Bermuda
$1K
SFSIG
515
San Francisco Sentry Investment Group
California
$1K
MA
516
MCF Advisors
Kentucky
$1K +$1.2K +28 New
SI
517
SQN Investors
California
-$79.4M -2,042,866 Closed
ESCM
518
Echo Street Capital Management
New York
-$76M -1,955,158 Closed
SI
519
Scout Investments
Missouri
-$27.7M -713,073 Closed
Renaissance Technologies
520
Renaissance Technologies
New York
-$26.1M -671,600 Closed
USAA
521
United Services Automobile Association
Texas
-$23.3M -599,380 Closed
NPCM
522
North Peak Capital Management
New York
-$23M -590,634 Closed
WorldQuant Millennium Advisors
523
WorldQuant Millennium Advisors
New York
-$14.2M -365,229 Closed
Thrivent Financial for Lutherans
524
Thrivent Financial for Lutherans
Minnesota
-$14M -359,248 Closed
GC
525
GMT Capital
Georgia
-$12.7M -327,835 Closed