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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1201
Hengehold Capital Management
Ohio
$2.59M -$168K -1,236 -6%
EP
1202
Eudaimonia Partners
Tennessee
$2.59M +$2.58M +18,942 New
BHWA
1203
Beacon Harbor Wealth Advisors
Virginia
$2.59M +$14K +103 +0.5%
EM
1204
Excalibur Management
Massachusetts
$2.59M +$208K +1,528 +9%
LCP
1205
Legacy Capital Partners
Wisconsin
$2.58M -$75.5K -555 -3%
JCM
1206
Jag Capital Management
Missouri
$2.58M +$38.8K +285 +2%
SC
1207
Savant Capital
Illinois
$2.57M +$89.5K +658 +4%
ICP
1208
Ironvine Capital Partners
Nebraska
$2.57M – – –
WPC
1209
White Pine Capital
Minnesota
$2.57M -$95.3K -700 -4%
PWS
1210
Peloton Wealth Strategists
Indiana
$2.57M -$68K -500 -3%
AAM
1211
Autus Asset Management
Arizona
$2.56M -$953 -7 -0%
IA
1212
IFP Advisors
Florida
$2.56M -$1.85M -13,626 -42%
BIA
1213
BMT Investment Advisors
Pennsylvania
$2.56M +$68K +500 +3%
WCA
1214
Westover Capital Advisors
Delaware
$2.56M -$159K -1,170 -6%
HFBOT
1215
Home Federal Bank of Tennessee
Tennessee
$2.55M +$3.4K +25 +0.1%
CFGS
1216
Concourse Financial Group Securities
Alabama
$2.55M +$2.13M +15,681 +549%
DT
1217
Diversified Trust
Tennessee
$2.54M +$1.16M +8,543 +85%
THWM
1218
Taylor Hoffman Wealth Management
Virginia
$2.54M -$13.6K -100 -0.5%
CC
1219
Cognios Capital
Kansas
$2.53M -$47K -345 -2%
SWM
1220
SeaCrest Wealth Management
New York
$2.53M +$129K +950 +5%
OAM
1221
Oxford Asset Management
United Kingdom
$2.53M +$1.59M +11,719 +173%
CONA
1222
Capital One National Association
New York
$2.52M +$2.51M +18,463 New
NDSI
1223
Newman Dignan & Sheerar Inc
Rhode Island
$2.52M +$7.08K +52 +0.3%
EHWM
1224
Eads & Heald Wealth Management
Georgia
$2.51M +$3.95K +29 +0.2%
TPA
1225
Trivium Point Advisory
Connecticut
$2.5M +$24.4K +179 +1%
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