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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1376
Excalibur Management
Massachusetts
$2.7M -$23.4K -136 -0.8%
APIM
1377
Agate Pass Investment Management
Washington
$2.7M -$17.7K -103 -0.6%
COI
1378
Connable Office Inc
Michigan
$2.7M +$15.3K +89 +0.6%
LDB
1379
Lee, Danner & Bass
Tennessee
$2.7M -$3.95K -23 -0.1%
BOH
1380
Bank of Hawaii
Hawaii
$2.7M +$62.7K +365 +2%
SW
1381
StrongBox Wealth
Missouri
$2.7M +$210K +1,225 +8%
VCM
1382
Viewpoint Capital Management
Washington
$2.66M +$113K +660 +4%
RIL
1383
Rothschild Investment LLC
Illinois
$2.65M -$115K -671 -4%
CWP
1384
Capital Wealth Planning
Florida
$2.65M +$1.89M +10,976 +239%
FWM
1385
Finer Wealth Management
Massachusetts
$2.64M -$8.76K -51 -0.3%
BFA
1386
Benedict Financial Advisors
Georgia
$2.64M -$92.9K -541 -3%
TW
1387
TrinityPoint Wealth
Connecticut
$2.64M +$35K +204 +1%
PCG
1388
Prosperity Consulting Group
Maryland
$2.63M +$1.49M +8,690 +128%
GA
1389
Geller Advisors
New York
$2.63M +$172 +1 +0%
FBT
1390
First Bankers Trust
Kentucky
$2.62M – – –
SFP
1391
Sweet Financial Partners
Minnesota
$2.62M -$89K -518 -3%
TVWM
1392
Tower View Wealth Management
Wisconsin
$2.62M -$188K -1,092 -7%
BWP
1393
BSW Wealth Partners
Colorado
$2.62M -$43.6K -254 -2%
PL
1394
Perpetual Ltd
Australia
$2.62M -$14.3K -83 -0.5%
TBNY
1395
Trustco Bank (New York)
New York
$2.61M -$8.59K -50 -0.3%
FCMA
1396
Foresight Capital Management Advisors
Michigan
$2.61M +$219K +1,277 +9%
AWA
1397
Arkadios Wealth Advisors
Georgia
$2.61M +$366K +2,133 +16%
NW
1398
Naviter Wealth
Arkansas
$2.61M -$182K -1,059 -6%
FLI
1399
Family Legacy Inc
South Carolina
$2.61M +$44K +256 +2%
GWMI
1400
Guardian Wealth Management (Illinois)
Illinois
$2.6M +$40K +233 +2%
54 55
56
57 58