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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
2951
Astoria Portfolio Advisors
New York
$235K -$453K -3,171 -65%
PAS
2952
PKS Advisory Services
New York
$234K +$15.4K +108 +7%
LCGC
2953
Legacy Capital Group California
California
$234K +$12.9K +90 +6%
SP
2954
Sherman Porfolios
Idaho
$234K – – –
UWP
2955
Uniting Wealth Partners
Kansas
$234K +$238K +1,666 New
AWP
2956
Atlas Wealth Partners
Pennsylvania
$234K -$10.7K -75 -4%
SIAG
2957
Safeguard Investment Advisory Group
California
$234K +$16.7K +117 +8%
TWA
2958
Talisman Wealth Advisors
New Jersey
$233K +$1.28K +9 +0.5%
VCP
2959
Vista Capital Partners
Oregon
$233K +$237K +1,661 New
LFG
2960
Lazard Frères Gestion
France
$233K +$238K +1,665 New
ORC
2961
O'Rourke & Company
Massachusetts
$233K +$1.71K +12 +0.7%
SA
2962
Skyline Advisors
Washington
$233K +$143 +1 +0.1%
CWM
2963
Chemistry Wealth Management
New York
$232K -$50.3K -352 -18%
IIM
2964
InTrack Investment Management
Vermont
$232K -$35.7K -250 -13%
UBG
2965
United Bank (Georgia)
Georgia
$232K +$14.3K +100 +6%
WF
2966
Warner Financial
Maryland
$232K – – –
FCM
2967
Firestone Capital Management
Florida
$232K – – –
AI
2968
AXS Investments
New York
$232K +$235K +1,649 New
SPP
2969
Single Point Partners
Massachusetts
$231K -$21.6K -151 -8%
BBPWM
2970
Blue Bell Private Wealth Management
Pennsylvania
$231K +$14K +98 +6%
CF
2971
Convergence Financial
Missouri
$231K -$63.3K -443 -21%
ARMT
2972
Amica Retiree Medical Trust
Rhode Island
$231K +$100K +703 +75%
RIM
2973
Rockbridge Investment Management
New York
$231K -$7.43K -52 -3%
SCM
2974
Sterneck Capital Management
Missouri
$231K – – –
EG
2975
Ellerson Group
Maryland
$230K – – –
117 118
119
120 121