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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1476
Manchester Capital Management
Vermont
$2.36M +$254K +1,452 +13%
PFBT
1477
Parkside Financial Bank & Trust
Missouri
$2.36M +$53.1K +304 +2%
SPFA
1478
Summit Place Financial Advisors
New Jersey
$2.36M +$97.9K +560 +5%
MWM
1479
Madison Wealth Management
Ohio
$2.36M -$699 -4 -0%
ACM
1480
Allred Capital Management
Texas
$2.36M +$22K +126 +1%
DA
1481
Dover Advisors
Virginia
$2.35M +$163K +933 +8%
DAC
1482
Dividend Assets Capital
South Carolina
$2.35M – – –
AIM
1483
Aspen Investment Management
Michigan
$2.35M -$4.54K -26 -0.2%
PWA
1484
Providence Wealth Advisors
Illinois
$2.34M +$6.82K +39 +0.3%
WP
1485
WealthSource Partners
California
$2.34M +$11.4K +65 +0.5%
ACMA
1486
Arbor Capital Management (Alaska)
Alaska
$2.34M +$82.7K +473 +4%
KWA
1487
KCS Wealth Advisory
California
$2.34M +$153K +878 +7%
TWA
1488
TCI Wealth Advisors
Arizona
$2.34M +$13.1K +75 +0.6%
RZH
1489
Relyea Zuckerberg Hanson
Connecticut
$2.33M -$110K -627 -5%
RIL
1490
Rothschild Investment LLC
Illinois
$2.33M +$22.5K +129 +1%
RWM
1491
RKL Wealth Management
Pennsylvania
$2.33M -$21.7K -124 -1%
WPC
1492
Wedmont Private Capital
Pennsylvania
$2.33M +$232K +1,327 +12%
GF
1493
Gries Financial
Ohio
$2.32M -$196K -1,121 -8%
AP
1494
Atwood & Palmer
Missouri
$2.32M – – –
ECA
1495
Elevated Capital Advisors
Utah
$2.32M +$7.34K +42 +0.3%
CC
1496
Cypress Capital
Tennessee
$2.31M -$99.5K -569 -4%
SSI
1497
Scott & Selber Inc
Texas
$2.31M +$4.02K +23 +0.2%
SCA
1498
Stonebridge Capital Advisors
Minnesota
$2.3M +$29.2K +167 +1%
HCM
1499
Highlander Capital Management
New Jersey
$2.29M -$105K -600 -5%
BS
1500
Banco Santander
Spain
$2.29M +$2.19M +12,553 New
58 59
60
61 62