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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
976
Rossmore Private Capital
Connecticut
$4.65M +$399K +2,683 +9%
PMWMG
977
Parr McKnight Wealth Management Group
Minnesota
$4.63M +$34.2K +230 +0.8%
M
978
MOTCO
Texas
$4.61M -$301K -2,020 -6%
MJRIC
979
Mogy Joel R Investment Counsel
California
$4.6M -$5.91M -39,708 -56%
GI
980
GAMMA Investing
California
$4.59M +$999K +6,712 +28%
AAM
981
Azzad Asset Management
Virginia
$4.56M +$4.53M +30,443 New
IC
982
Inscription Capital
Texas
$4.55M +$3.87M +26,013 New
HFM
983
Hartford Financial Management
Connecticut
$4.55M -$25.2K -169 -0.6%
CAM
984
Costello Asset Management
Pennsylvania
$4.54M +$519K +3,485 +13%
BHC
985
Bowen Hanes & Co
Florida
$4.53M -$1.55M -10,400 -26%
ET
986
Equitable Trust
Tennessee
$4.53M -$256K -1,718 -5%
LFAS
987
Level Four Advisory Services
Texas
$4.52M -$165K -1,110 -4%
SFO
988
Stokes Family Office
Louisiana
$4.51M -$494K -3,317 -10%
SAM
989
SP Asset Management
California
$4.5M +$44.9K +302 +1%
FCM
990
Fourpath Capital Management
Oklahoma
$4.5M -$8.48K -57 -0.2%
PIMJS
991
PKO Investment Management Joint-Stock
Poland
$4.5M +$4.47M +30,000 New
VIM
992
VELA Investment Management
Ohio
$4.5M +$1.85M +12,463 +71%
HZ
993
Hixon Zuercher
Ohio
$4.49M +$628K +4,221 +16%
ST
994
Spinnaker Trust
Maine
$4.48M -$149K -998 -3%
HAC
995
Harbor Advisory Corp
New Hampshire
$4.47M – – –
CRIG
996
Charter Research & Investment Group
Connecticut
$4.43M -$4.46K -30 -0.1%
ACM
997
Altrius Capital Management
North Carolina
$4.41M +$511K +3,431 +13%
PWP
998
Principle Wealth Partners
Connecticut
$4.4M -$14.7K -99 -0.3%
KWMG
999
King Wealth Management Group
Florida
$4.39M -$121K -813 -3%
ERIC
1000
Eagle Rock Investment Company
Georgia
$4.38M +$321K +2,158 +8%
38 39
40
41 42