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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KM
2501
Kalos Management
Georgia
$257K -$71.4K -490 -22%
FC
2502
Financial Consulate
Maryland
$257K +$437 +3 +0.2%
GAM
2503
Gemmer Asset Management
California
$257K +$3.21K +22 +1%
CAM
2504
Congress Asset Management
Massachusetts
$257K +$3.35K +23 +1%
OWA
2505
Opal Wealth Advisors
New York
$257K +$29.1K +200 +13%
NEWAS
2506
N.E.W. Advisory Services
Wisconsin
$257K +$253K +1,736 New
BWFA
2507
Baltimore-Washington Financial Advisors
Maryland
$256K +$22.3K +153 +10%
CA
2508
Cortland Associates
Missouri
$255K -$728 -5 -0.3%
GSWM
2509
Golden State Wealth Management
California
$254K -$23K -158 -8%
NWA
2510
Navis Wealth Advisors
New York
$254K – – –
SWM
2511
Sugarloaf Wealth Management
Georgia
$254K +$3.35K +23 +1%
KCM
2512
Kathmere Capital Management
Pennsylvania
$253K – – –
CFO
2513
Collective Family Office
Pennsylvania
$253K +$14.6K +100 +6%
PCMI
2514
Paradigm Capital Management Inc
New York
$252K – – –
CIC
2515
Cornercap Investment Counsel
Georgia
$251K -$64.7K -444 -21%
CP
2516
Coho Partners
Pennsylvania
$251K -$4.08K -28 -2%
YMRC
2517
Yorktown Management & Research Company
Virginia
$251K – – –
KFS
2518
Kelly Financial Services
Massachusetts
$250K +$583 +4 +0.2%
TLFA
2519
True Link Financial Advisors
California
$249K -$540K -3,703 -69%
CWM
2520
Campbell Wealth Management
Virginia
$249K -$5.83K -40 -2%
CAM
2521
Campion Asset Management
Virginia
$249K +$9.18K +63 +4%
PCA
2522
Peddock Capital Advisors
Massachusetts
$247K – – –
PCH
2523
PGIM Custom Harvest
New Jersey
$246K – – –
BIA
2524
Barry Investment Advisors
Massachusetts
$246K +$437 +3 +0.2%
CP
2525
Camelot Portfolios
Ohio
$245K – – –
99 100
101
102 103