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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1176
Biltmore Family Office
North Carolina
$2.75M -$98.9K -750 -3%
HWM
1177
Hohimer Wealth Management
Washington
$2.74M +$61.7K +468 +2%
IWP
1178
Icon Wealth Partners
Texas
$2.73M +$1.86M +14,145 +217%
VNA
1179
Valley National Advisers
Pennsylvania
$2.73M -$336K -2,552 -11%
VWA
1180
V Wealth Advisors
Kansas
$2.73M -$11.5K -87 -0.4%
SWM
1181
Shakespeare Wealth Management
Wisconsin
$2.73M – – –
SS
1182
Sunbelt Securities
Texas
$2.72M -$14.6M -111,024 -84%
AL
1183
Aspiriant LLC
California
$2.72M -$114K -863 -4%
COI
1184
Connable Office Inc
Michigan
$2.71M -$737K -5,592 -21%
FMTCOCP
1185
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.71M -$219K -1,665 -8%
SIM
1186
Stratos Investment Management
Ohio
$2.71M +$965K +7,324 +56%
EBT
1187
Enterprise Bank & Trust
Massachusetts
$2.7M +$113K +855 +4%
DSC
1188
Duncker Streett & Co
Missouri
$2.7M -$549K -4,168 -17%
HAC
1189
Harbor Advisory Corp
New Hampshire
$2.69M -$71.8K -545 -3%
ATFA
1190
All Terrain Financial Advisors
Minnesota
$2.63M -$82.3K -624 -3%
CBA
1191
Coastal Bridge Advisors
Connecticut
$2.63M +$111K +842 +4%
JCM
1192
Jag Capital Management
Missouri
$2.62M +$98.7K +749 +4%
LNC
1193
Lincoln National Corp
Pennsylvania
$2.61M +$258K +1,958 +11%
PG
1194
Patten Group
Tennessee
$2.61M -$40.3K -306 -2%
ECM
1195
ETrade Capital Management
Virginia
$2.6M -$139K -1,051 -5%
WA1
1196
Wimmer Associates 1
California
$2.6M -$84.5K -641 -3%
MFG
1197
Merit Financial Group
Georgia
$2.6M +$58.8K +446 +2%
CAW
1198
Cornerstone Advisors (Washington)
Washington
$2.6M +$54.8K +416 +2%
UR
1199
USCA RIA
Texas
$2.58M -$185K -1,402 -7%
SFA
1200
Souders Financial Advisors
Ohio
$2.58M +$1.77M +13,434 +221%
46 47
48
49 50