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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NIA
1301
Northstar Investment Advisors
Colorado
$2.34M -$18.7K -136 -0.8%
HIIFS
1302
Harel Insurance Investments & Financial Services
Israel
$2.34M -$238K -1,738 -26%
LCP
1303
Legacy Capital Partners
Wisconsin
$2.34M -$81.6K -595 -3%
FWM
1304
Fairhaven Wealth Management
Illinois
$2.32M +$560K +4,078 +33%
EFM
1305
E Fund Management
China
$2.31M +$2.24M +16,347 New
WCM
1306
Wisconsin Capital Management
Wisconsin
$2.31M -$1.13M -8,233 -34%
SAM
1307
Smithbridge Asset Management
Pennsylvania
$2.31M +$250K +1,820 +13%
MSA
1308
Marino Stram & Associates
Massachusetts
$2.31M +$147K +1,069 +7%
IPW
1309
Inlet Private Wealth
Florida
$2.31M +$281K +2,051 +14%
KFGK
1310
Keystone Financial Group (Kentucky)
Kentucky
$2.3M +$10.2K +74 +0.5%
UBPAM
1311
Union Bancaire Privee Asset Management
New York
$2.3M -$1.38M -10,047 -38%
EP
1312
Eudaimonia Partners
Tennessee
$2.3M +$30.3K +221 +1%
DPIM
1313
Duff & Phelps Investment Management
Illinois
$2.29M – – –
BJL
1314
Brighton Jones LLC
Washington
$2.29M +$392K +2,857 +21%
TA
1315
TFG Advisers
Michigan
$2.29M +$79.7K +581 +4%
CAS
1316
Cascadia Advisory Services
Oregon
$2.28M +$2.21M +16,099 New
AFA
1317
AllGen Financial Advisors
Florida
$2.28M +$88.6K +646 +4%
CWM
1318
Cordatus Wealth Management
Pennsylvania
$2.27M +$79K +576 +4%
ACG
1319
Allen Capital Group
Nebraska
$2.27M +$364K +2,650 +20%
BOTW
1320
Bank of the West
California
$2.27M -$205K -1,494 -9%
HCM
1321
Hengehold Capital Management
Ohio
$2.27M +$54.8K +399 +3%
OAM
1322
Optimal Asset Management
California
$2.27M -$247K -1,799 -10%
AWM
1323
Aries Wealth Management
Maine
$2.26M +$113K +822 +5%
MSS
1324
Mitchell Sinkler & Starr
Pennsylvania
$2.25M +$32.9K +240 +2%
MIAN
1325
Mariner Independent Advisor Network
Kansas
$2.24M -$642K -4,676 -23%
51 52
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