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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2476
Magnolia Capital Management
New York
$247K – – –
HFG
2477
Heron Financial Group
New York
$247K +$24K +175 +11%
FC
2478
Financial Consulate
Maryland
$245K +$412 +3 +0.2%
DI
2479
Diligent Investors
California
$245K +$7.96K +58 +3%
CP
2480
Coho Partners
Pennsylvania
$244K -$25.9K -189 -10%
CA
2481
Cortland Associates
Missouri
$244K – – –
CWM
2482
Campbell Wealth Management
Virginia
$243K – – –
GAM
2483
Gemmer Asset Management
California
$243K – – –
NWA
2484
Navis Wealth Advisors
New York
$243K – – –
CAM
2485
Congress Asset Management
Massachusetts
$242K -$66.4K -484 -22%
TI
2486
tru Independence
Oregon
$242K -$16.3K -119 -6%
KCM
2487
Kathmere Capital Management
Pennsylvania
$242K +$113K +820 +92%
WGAM
2488
Wilkinson Global Asset Management
New York
$242K +$235K +1,713 New
KWA
2489
KCS Wealth Advisory
California
$241K +$38.8K +283 +20%
PCMI
2490
Paradigm Capital Management Inc
New York
$240K -$9.61M -70,000 -98%
YMRC
2491
Yorktown Management & Research Company
Virginia
$240K – – –
TC
2492
Tatro Capital
Kentucky
$240K +$29K +211 +14%
EWF
2493
Epstein & White Financial
California
$239K -$93.9K -684 -29%
SWM
2494
Sugarloaf Wealth Management
Georgia
$239K +$549 +4 +0.2%
KFS
2495
Kelly Financial Services
Massachusetts
$238K +$1.1K +8 +0.5%
PCH
2496
PGIM Custom Harvest
New Jersey
$235K – – –
BIA
2497
Barry Investment Advisors
Massachusetts
$235K +$961 +7 +0.4%
HPC
2498
Hobart Private Capital
North Carolina
$234K -$106K -769 -32%
PWM
2499
PRW Wealth Management
Massachusetts
$234K – – –
CP
2500
Camelot Portfolios
Ohio
$234K +$412 +3 +0.2%
98 99
100
101 102