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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
951
Peoples Financial Services Corp
Pennsylvania
$5.62M -$4.28K -24 -0.1%
TPCW
952
TD Private Client Wealth
New York
$5.61M +$122K +686 +2%
AF
953
Allworth Financial
California
$5.59M +$581K +3,256 +12%
QI
954
QV Investors
Alberta, Canada
$5.58M +$105K +590 +2%
PWMAG
955
Pinnacle Wealth Management Advisory Group
New Jersey
$5.55M +$155K +869 +3%
MS
956
Marshall & Sullivan
Washington
$5.55M -$304K -1,705 -5%
CRIG
957
Charter Research & Investment Group
Connecticut
$5.54M -$18.7K -105 -0.3%
BP
958
Ballentine Partners
Massachusetts
$5.54M +$1.33M +7,438 +32%
RGC
959
Roberts, Glore & Co
Illinois
$5.53M -$506K -2,835 -8%
HCM
960
Horrell Capital Management
Arkansas
$5.53M +$33K +185 +0.6%
WANY
961
Wealthspire Advisors (New York)
New York
$5.52M +$710K +3,978 +15%
FGP
962
Foyston, Gordon, & Payne
Ontario, Canada
$5.49M -$115K -646 -2%
AAA
963
Adams Asset Advisors
Texas
$5.48M -$49.9K -280 -0.9%
RPC
964
Rossmore Private Capital
Connecticut
$5.48M +$30K +168 +0.6%
SWK
965
Stephen W. Kidder
$5.47M +$249K +1,395 +5%
NC
966
NewSquare Capital
Pennsylvania
$5.47M +$270K +1,511 +5%
CJL
967
Cyrus J. Lawrence
New York
$5.46M +$5.02M +28,130 +1,343%
SHFA
968
SS&H Financial Advisors
Michigan
$5.46M -$892K -5,000 -14%
AG
969
AIA Group
Hong Kong
$5.44M +$2.48M +13,916 +86%
LNC
970
Lincoln National Corp
Pennsylvania
$5.43M -$147K -822 -3%
JAG
971
Journey Advisory Group
Kentucky
$5.41M +$171K +960 +3%
KWMG
972
King Wealth Management Group
Florida
$5.41M +$86K +482 +2%
SSW
973
Stone Summit Wealth
Florida
$5.4M +$210K +1,180 +4%
GP
974
Girard Partners
Pennsylvania
$5.39M +$309K +1,733 +6%
WAS
975
WESPAC Advisors SoCal
California
$5.39M +$71K +398 +1%
37 38
39
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