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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1176
Souders Financial Advisors
Ohio
$2.83M +$57.9K +426 +2%
IA
1177
IFP Advisors
Florida
$2.82M +$91.8K +675 +3%
HAC
1178
Harbor Advisory Corp
New Hampshire
$2.82M -$6.12K -45 -0.2%
SEEDPG
1179
S.E.E.D. Planning Group
New York
$2.8M -$160K -1,176 -5%
FMTCOCP
1180
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.79M -$40.8K -300 -1%
KTC
1181
Kistler-Tiffany Companies
Pennsylvania
$2.79M -$180K -1,321 -6%
AWE
1182
Avidian Wealth Enterprises
Texas
$2.78M +$253K +1,859 +10%
HIM
1183
Hotaling Investment Management
Pennsylvania
$2.77M +$98.6K +725 +4%
EH
1184
Equitable Holdings
New York
$2.77M +$142K +1,044 +6%
OIA
1185
OneDigital Investment Advisors
Kansas
$2.76M -$329K -2,422 -11%
AL
1186
Aspiriant LLC
California
$2.76M -$84.1K -618 -3%
EBT
1187
Enterprise Bank & Trust
Massachusetts
$2.75M -$78.6K -578 -3%
CBA
1188
Coastal Bridge Advisors
Connecticut
$2.74M -$13.5K -99 -0.5%
ATFA
1189
All Terrain Financial Advisors
Minnesota
$2.74M -$20.5K -151 -0.8%
PG
1190
Patten Group
Tennessee
$2.72M -$10.7K -79 -0.4%
ACM
1191
Alpha Capital Management
Texas
$2.71M +$35.8K +263 +1%
VNA
1192
Valley National Advisers
Pennsylvania
$2.71M -$152K -1,120 -5%
PGAM
1193
Princeton Global Asset Management
New Jersey
$2.7M -$313K -2,300 -11%
CSA
1194
Cottage Street Advisors
Massachusetts
$2.69M +$38.1K +280 +1%
AAP
1195
Aristotle Atlantic Partners
Florida
$2.69M +$190K +1,396 +8%
WA1
1196
Wimmer Associates 1
California
$2.68M +$26.1K +192 +1%
UR
1197
USCA RIA
Texas
$2.67M -$34.8K -256 -1%
PWPS
1198
Pinnacle Wealth Planning Services
Ohio
$2.67M +$54.8K +403 +2%
BCM
1199
Brooktree Capital Management
Michigan
$2.67M -$19K -140 -0.7%
LCP
1200
Legacy Capital Partners
Wisconsin
$2.66M +$54.4K +400 +2%
46 47
48
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