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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1151
Poehling Capital Management
Wisconsin
$2.83M -$15.6K -118 -0.5%
SEEDPG
1152
S.E.E.D. Planning Group
New York
$2.83M +$19.8K +150 +0.7%
PFS
1153
Physicians Financial Services
North Carolina
$2.83M +$176K +1,334 +7%
PA
1154
Parallel Advisors
California
$2.83M -$28.5K -216 -1%
BBI
1155
Baxter Bros Inc
Connecticut
$2.82M -$127K -967 -4%
BMA
1156
Brooks Moore & Associates
Tennessee
$2.81M -$31.6K -240 -1%
NG
1157
Northstar Group
New York
$2.81M -$11.1K -84 -0.4%
KWMG
1158
King Wealth Management Group
Florida
$2.81M -$6.46K -49 -0.2%
RG
1159
Rikoon Group
New Mexico
$2.79M -$227K -1,721 -8%
BAM
1160
Belpointe Asset Management
Nevada
$2.79M -$327K -2,483 -11%
MCA
1161
Mercer Capital Advisers
New Jersey
$2.79M +$145K +1,100 +5%
BSB
1162
Bangor Savings Bank
Maine
$2.79M -$17.3K -131 -0.6%
CCM
1163
Chilton Capital Management
Texas
$2.79M -$23.7K -180 -0.8%
PAS
1164
Partnervest Advisory Services
California
$2.78M +$527 +4 +0%
KC
1165
Knuff & Co
California
$2.78M +$1.84M +13,926 +196%
BA
1166
Bristlecone Advisors
Washington
$2.78M +$80.4K +610 +3%
CASB
1167
Cape Ann Savings Bank
Massachusetts
$2.78M +$2.77M +21,028 New
AOWM
1168
Alpha Omega Wealth Management
Virginia
$2.78M -$21.1K -160 -0.8%
LDB
1169
Lee, Danner & Bass
Tennessee
$2.77M +$60.4K +458 +2%
CII
1170
Capital International Inc
California
$2.77M +$2.27M +17,217 +465%
AFM
1171
Abbot Financial Management
Massachusetts
$2.76M -$6.46K -49 -0.2%
CAM
1172
Congress Asset Management
Massachusetts
$2.76M +$52.7K +400 +2%
NGA
1173
Naples Global Advisors
Florida
$2.75M +$238K +1,806 +9%
WG
1174
Watchman Group
Texas
$2.75M -$602K -4,570 -18%
OAM
1175
Optimal Asset Management
California
$2.75M -$3.86M -29,293 -59%
45 46
47
48 49