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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1201
Rockline Wealth Management
New York
$2.92M +$78.6K +535 +3%
DCM
1202
Donaldson Capital Management
Indiana
$2.92M -$26.7M -181,947 -90%
SSW
1203
Smith Shellnut Wilson
Mississippi
$2.92M -$23.7K -161 -0.8%
COI
1204
Connable Office Inc
Michigan
$2.91M -$36.1K -246 -1%
ECML
1205
Eagle Capital Management (Louisiana)
Louisiana
$2.9M -$67.1K -457 -2%
TPI
1206
Trust Point Inc
Wisconsin
$2.89M -$25.9K -176 -0.9%
SWM
1207
Shakespeare Wealth Management
Wisconsin
$2.88M – – –
RA
1208
Ransom Advisory
Rhode Island
$2.88M +$20K +136 +0.7%
GIA
1209
Gladstone Institutional Advisory
Florida
$2.87M -$411K -2,800 -12%
TSWM
1210
Triangle Securities Wealth Management
North Carolina
$2.87M -$41.1K -280 -1%
VIA
1211
Vickerman Investment Advisors
Washington
$2.87M -$884K -6,016 -23%
MMG
1212
Monetary Management Group
Missouri
$2.86M -$437K -2,975 -13%
TYCC
1213
Texas Yale Capital Corp
Florida
$2.86M +$91.8K +625 +3%
ZF
1214
Zhang Financial
Michigan
$2.86M +$23.8K +162 +0.8%
IFU
1215
iSAM Funds (UK)
United Kingdom
$2.86M -$1.26M -8,572 -30%
LWA
1216
Lineweaver Wealth Advisors
Ohio
$2.86M +$152K +1,032 +5%
KCP
1217
Kera Capital Partners
California
$2.85M -$326K -2,217 -11%
EWM
1218
Empirical Wealth Management
Washington
$2.85M -$149K -1,016 -5%
TCM
1219
Twin Capital Management
Pennsylvania
$2.84M +$272K +1,850 +10%
PT
1220
Plimoth Trust
Massachusetts
$2.84M -$30K -204 -1%
EM
1221
Excalibur Management
Massachusetts
$2.84M +$215K +1,466 +8%
NFG
1222
Nations Financial Group
Iowa
$2.84M +$292K +1,989 +11%
CA
1223
CGN Advisors
Kansas
$2.83M -$379K -2,581 -12%
KCPG
1224
Kavar Capital Partners Group
Kansas
$2.82M -$391K -2,661 -12%
BC
1225
Burney Company
Virginia
$2.81M +$95.9K +653 +3%
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