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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LK
2626
Lumbard & Kellner
New Hampshire
$357K – – –
WSCM
2627
Wellington Shields Capital Management
New York
$357K -$376K -2,513 -49%
NWAG
2628
Net Worth Advisory Group
Utah
$357K -$131K -879 -25%
BCM
2629
Bannerstone Capital Management
Minnesota
$357K -$21.1K -141 -5%
GA
2630
Greenspring Advisors
Maryland
$357K +$394K +2,635 New
CCT
2631
Capital City Trust
Florida
$357K -$1.5K -10 -0.4%
WAG
2632
Wallace Advisory Group
California
$356K +$136K +907 +53%
FFC
2633
First Financial Corp
Indiana
$356K -$29.9K -200 -7%
AGA
2634
Accuvest Global Advisors
Utah
$356K +$41.6K +278 +12%
SWP
2635
Strategic Wealth Partners
Ohio
$356K +$13.9K +93 +4%
APW
2636
Allied Private Wealth
Florida
$356K +$373K +2,496 New
TM
2637
TigerOak Management
New Mexico
$355K -$748 -5 -0.2%
AWC
2638
Abundance Wealth Counselors
Pennsylvania
$354K -$52.6K -352 -12%
TF
2639
Trek Financial
Arizona
$354K +$748 +5 +0.2%
RSWA
2640
Robinson Smith Wealth Advisors
Maine
$353K -$143K -957 -27%
CWA
2641
Canvas Wealth Advisors
Kansas
$352K -$224K -1,500 -37%
PNAA
2642
Pictet North America Advisors
Switzerland
$352K – – –
MCWA
2643
Meadow Creek Wealth Advisors
Georgia
$352K +$8.82K +59 +2%
MIM
2644
Marco Investment Management
Georgia
$352K -$19.4K -130 -5%
CCMG
2645
Connecticut Capital Management Group
Connecticut
$351K -$1.35K -9 -0.3%
AT
2646
Avalon Trust
New Mexico
$351K +$33.6K +225 +10%
GCM
2647
Generation Capital Management
New York
$349K – – –
6F
2648
626 Financial
Michigan
$348K +$150 +1 +0%
WFA
2649
Websterrogers Financial Advisors
South Carolina
$348K – – –
FPH
2650
Financial Planning Hawaii
Hawaii
$348K +$299 +2 +0.1%
104 105
106
107 108