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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1376
Abacus Planning Group
South Carolina
$2.14M +$1.22M +8,286 +125%
PRP
1377
Peak Retirement Planning
Ohio
$2.14M +$282K +1,918 +15%
DTL
1378
Dynamic Technology Lab
Singapore
$2.14M +$2.19M +14,890 New
WA1
1379
Wimmer Associates 1
California
$2.13M -$8.38K -57 -0.4%
FNB
1380
Farmers National Bank
Kentucky
$2.13M -$35.7K -243 -2%
AMIM
1381
Aull & Monroe Investment Management
Alabama
$2.13M -$5.14K -35 -0.2%
NDSI
1382
Newman Dignan & Sheerar Inc
Rhode Island
$2.13M +$10.4K +71 +0.5%
TWA
1383
TCI Wealth Advisors
Arizona
$2.13M +$88K +599 +4%
CWM
1384
Cornerstone Wealth Management
Missouri
$2.12M +$161K +1,095 +8%
MIM
1385
Moseley Investment Management
Florida
$2.1M -$265K -1,804 -11%
JWM
1386
Jupiter Wealth Management
Colorado
$2.09M – – –
FAM
1387
Fulcrum Asset Management
United Kingdom
$2.09M -$63.2K -430 -3%
MMM
1388
Mendel Money Management
Illinois
$2.08M -$277K -1,887 -12%
JRPIM
1389
Journey Retirement Planning & Investment Management
Idaho
$2.08M +$2.13M +14,476 New
IP
1390
Intellectus Partners
California
$2.07M +$191K +1,298 +10%
BFA
1391
Benedict Financial Advisors
Georgia
$2.07M -$68.5K -466 -3%
RA
1392
RFG Advisory
Alabama
$2.07M +$42.2K +287 +2%
BWP
1393
BSW Wealth Partners
Colorado
$2.07M -$114K -777 -5%
EHWM
1394
Eads & Heald Wealth Management
Georgia
$2.06M +$27.8K +189 +1%
RSA
1395
River Street Advisors
Illinois
$2.06M +$36.1K +246 +2%
CWP
1396
Cyndeo Wealth Partners
Florida
$2.06M +$31.7K +216 +2%
A
1397
AustralianSuper
Australia
$2.06M -$376K -2,556 -15%
PCG
1398
Prosperity Consulting Group
Maryland
$2.05M -$247K -1,680 -11%
LDB
1399
Lee, Danner & Bass
Tennessee
$2.05M -$187K -1,270 -8%
CFGW
1400
Chancellor Financial Group WB
Pennsylvania
$2.04M +$328K +2,234 +19%
54 55
56
57 58