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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1226
Sowell Financial Services
Arkansas
$3.28M +$1.58M +9,374 +91%
HT
1227
Heritage Trust
Oklahoma
$3.27M -$713K -4,233 -18%
GRP
1228
Global Retirement Partners
California
$3.27M +$138K +821 +4%
FNB
1229
Farmers National Bank
Kentucky
$3.27M -$53.4K -317 -2%
IGGA
1230
Iron Gate Global Advisors
Utah
$3.25M +$157K +934 +5%
ATFA
1231
All Terrain Financial Advisors
Minnesota
$3.25M -$55.7K -331 -2%
KA
1232
Keene & Associates
Texas
$3.25M -$112K -667 -3%
SAM
1233
Smithbridge Asset Management
Pennsylvania
$3.24M +$110K +656 +3%
CAAS
1234
Capital Asset Advisory Services
Michigan
$3.24M +$433K +2,573 +15%
MWM
1235
Minot Wealth Management
Massachusetts
$3.23M -$155K -920 -5%
IAG
1236
Investmark Advisory Group
Connecticut
$3.23M +$73.7K +438 +2%
DSC
1237
Duncker Streett & Co
Missouri
$3.22M +$3.54K +21 +0.1%
SEC
1238
Seven Eight Capital
New York
$3.22M +$1.26M +7,476 +63%
SC
1239
Siena Capital
Ohio
$3.22M +$50.3K +299 +2%
GAM
1240
Griffin Asset Management
New York
$3.22M -$1.01K -6 -0%
FBC
1241
Fairfield, Bush & Co
Connecticut
$3.21M -$369K -2,190 -10%
BWAM
1242
Boyd Watterson Asset Management
Ohio
$3.21M -$7.24K -43 -0.2%
PA
1243
Procyon Advisors
Connecticut
$3.21M -$106K -627 -3%
HI
1244
Harbour Investments
Wisconsin
$3.2M +$3.23M +19,198 New
BFO
1245
Biltmore Family Office
North Carolina
$3.19M -$157K -934 -5%
AC
1246
Asio Capital
Kentucky
$3.19M +$30K +178 +0.9%
NIMI
1247
Natixis Investment Managers International
France
$3.19M -$822K -4,880 -20%
COI
1248
Connable Office Inc
Michigan
$3.18M – – –
MJP
1249
Michael J. Puzo
$3.18M -$25.3K -150 -0.8%
AFM
1250
Abbot Financial Management
Massachusetts
$3.17M -$21K -125 -0.7%
48 49
50
51 52