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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1026
GeoWealth Management
Illinois
$3.85M +$1.01M +7,088 +35%
DK
1027
DJE Kapital
Germany
$3.85M – – –
CA
1028
Cullinan Associates
Kentucky
$3.85M -$114K -800 -3%
CWI
1029
Conscious Wealth Investments
Florida
$3.84M -$714 -5 -0%
HCM
1030
Hall Capital Management
Rhode Island
$3.84M -$6.28K -44 -0.2%
PMFA
1031
Plante Moran Financial Advisors
Michigan
$3.84M +$3.14K +22 +0.1%
WP
1032
WealthPLAN Partners
Nebraska
$3.83M +$43.8K +307 +1%
UHC
1033
Union Heritage Capital
Michigan
$3.83M – – –
RC
1034
Roundview Capital
New Jersey
$3.82M -$110K -767 -3%
RIA
1035
Regal Investment Advisors
Michigan
$3.82M +$855K +5,986 +28%
NB
1036
Northwest Bancshares
Pennsylvania
$3.81M +$1.78M +12,478 +85%
WAC
1037
William Allan Corp
Colorado
$3.81M -$69.3K -485 -2%
FB
1038
Fulton Bank
Pennsylvania
$3.81M +$259K +1,816 +7%
MCP
1039
Mirador Capital Partners
California
$3.8M -$36.4K -255 -0.9%
PFBT
1040
Parkside Financial Bank & Trust
Missouri
$3.8M +$162K +1,131 +4%
KWMG
1041
King Wealth Management Group
Florida
$3.79M -$181K -1,268 -4%
HNWAG
1042
High Net Worth Advisory Group
Florida
$3.79M -$171K -1,200 -4%
AAMA
1043
Advanced Asset Management Advisors
Ohio
$3.79M – – –
ACM
1044
Alta Capital Management
Utah
$3.79M +$377K +2,642 +11%
NGA
1045
Naples Global Advisors
Florida
$3.78M +$96.1K +673 +3%
NG
1046
Norden Group
Utah
$3.78M +$685K +4,797 +22%
JAG
1047
Journey Advisory Group
Kentucky
$3.75M -$2.58M -18,052 -40%
FHC
1048
First Horizon Corporation
Tennessee
$3.74M +$3.8M +26,643 New
AT
1049
American Trust
Kentucky
$3.74M +$76.3K +534 +2%
HKIM
1050
Hayek Kallen Investment Management
Alabama
$3.73M -$13.6K -95 -0.4%
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