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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1201
Somerset Trust
Pennsylvania
$3M +$134K +863 +5%
SFA
1202
Sequoia Financial Advisors
Ohio
$3M -$4.05M -26,188 -57%
IC
1203
Inscription Capital
Texas
$2.98M -$1.65M -10,691 -35%
PWPS
1204
Pinnacle Wealth Planning Services
Ohio
$2.98M +$109K +701 +4%
MCP
1205
Martin Capital Partners
Oregon
$2.98M +$7.89K +51 +0.3%
WPW
1206
Waldron Private Wealth
Pennsylvania
$2.98M +$779K +5,034 +34%
PWA
1207
Phoenix Wealth Advisors
North Carolina
$2.96M +$17.5K +113 +0.6%
JWM
1208
Jupiter Wealth Management
Colorado
$2.95M – – –
PG
1209
Patten Group
Tennessee
$2.95M +$15.5K +100 +0.5%
NC
1210
NewSquare Capital
Pennsylvania
$2.95M +$79.6K +514 +3%
PGAM
1211
Princeton Global Asset Management
New Jersey
$2.95M +$40.2K +260 +1%
CSA
1212
Cottage Street Advisors
Massachusetts
$2.94M +$42.7K +276 +1%
PDN
1213
Pensionfund DSM Netherlands
Netherlands
$2.93M -$3.1M -20,000 -51%
FVWA
1214
Foster Victor Wealth Advisors
South Carolina
$2.93M +$129K +836 +4%
FWM
1215
Fairhaven Wealth Management
Illinois
$2.92M +$288K +1,858 +11%
MFG
1216
Merit Financial Group
Georgia
$2.92M +$55.4K +358 +2%
SA
1217
Strategic Advisors
New York
$2.91M +$1.67M +10,799 +126%
AL
1218
Aspiriant LLC
California
$2.91M -$90.4K -584 -3%
HT
1219
Heritage Trust
Oklahoma
$2.9M +$376K +2,432 +14%
SP
1220
Symmetry Partners
Connecticut
$2.88M +$261K +1,687 +10%
PFA
1221
Paradigm Financial Advisors
Missouri
$2.87M -$526K -3,399 -15%
BOPW
1222
Brandywine Oak Private Wealth
Pennsylvania
$2.86M -$35.4K -229 -1%
JC
1223
JB Capital
Connecticut
$2.86M +$2.94M +18,996 New
WKWM
1224
Walter & Keenan Wealth Management
Indiana
$2.85M +$12.8K +83 +0.4%
OCM
1225
Orser Capital Management
Texas
$2.85M +$56.5K +365 +2%
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