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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1351
Avior Wealth Management
Nebraska
$2.51M -$293K -1,790 -10%
WA1
1352
Wimmer Associates 1
California
$2.51M +$3.28K +20 +0.1%
DFA
1353
Delta Financial Advisors
Louisiana
$2.51M – – –
WA
1354
Wambolt & Associates
Colorado
$2.5M -$845K -5,155 -24%
PPA
1355
Pacific Point Advisors
California
$2.5M +$2.86M +17,447 New
AIM
1356
Athena Investment Management
California
$2.5M – – –
PCM
1357
Palisade Capital Management
New Jersey
$2.49M -$520K -3,174 -16%
SW
1358
StrongBox Wealth
Missouri
$2.48M +$78.5K +479 +3%
GWMR
1359
GC Wealth Management RIA
Massachusetts
$2.48M +$505K +3,084 +23%
ECM
1360
Estabrook Capital Management
New York
$2.48M -$87.8K -536 -3%
AAP
1361
Arax Advisory Partners
Colorado
$2.48M +$1.89M +11,555 +245%
SC
1362
Saybrook Capital
North Carolina
$2.47M +$353K +2,157 +15%
SAG
1363
SageView Advisory Group
California
$2.47M +$48.2K +294 +2%
EM
1364
Excalibur Management
Massachusetts
$2.46M +$50.1K +306 +2%
AWA
1365
Arete Wealth Advisors
Illinois
$2.45M +$624K +3,811 +31%
ZIG
1366
Zuckerman Investment Group
Illinois
$2.45M +$403K +2,457 +18%
NDSI
1367
Newman Dignan & Sheerar Inc
Rhode Island
$2.44M -$158K -962 -6%
MYIA
1368
Mount Yale Investment Advisors
Colorado
$2.44M -$159K -970 -6%
WBC
1369
Westpac Banking Corp
Australia
$2.43M -$4.06M -24,794 -61%
RP
1370
Riverbridge Partners
Minnesota
$2.42M -$248K -1,513 -9%
CPWA
1371
Cerro Pacific Wealth Advisors
California
$2.42M -$14.7K -90 -0.6%
WBC
1372
West Branch Capital
Massachusetts
$2.41M +$159K +970 +7%
RIL
1373
Rothschild Investment LLC
Illinois
$2.4M +$33.1K +202 +1%
BCM
1374
Brookmont Capital Management
Texas
$2.4M -$33.8K -206 -1%
FWM
1375
Finer Wealth Management
Massachusetts
$2.4M +$34.4K +210 +1%
53 54
55
56 57