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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
1476
Compton Wealth Advisory Group
Virginia
$1.92M +$94.1K +632 +5%
SBWIC
1477
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.91M +$89.6K +602 +5%
GL
1478
GHE LLC
Tennessee
$1.91M -$9.23K -62 -0.5%
BOH
1479
Bank of Hawaii
Hawaii
$1.9M -$80.8K -543 -4%
PWPS
1480
Pinnacle Wealth Planning Services
Ohio
$1.9M +$84.1K +565 +5%
KIA
1481
Knollwood Investment Advisory
Maryland
$1.9M – – –
QP
1482
Quilter Plc
United Kingdom
$1.9M -$322K -2,165 -15%
KWA
1483
Kingswood Wealth Advisors
California
$1.89M -$115K -772 -6%
GAM
1484
Grandview Asset Management
Pennsylvania
$1.89M -$47.3K -318 -2%
LCM
1485
Liberty Capital Management
Michigan
$1.89M -$5.21K -35 -0.3%
ABWM
1486
Alpine Bank Wealth Management
Colorado
$1.88M +$1.86M +12,506 New
CLA
1487
Carnegie Lake Advisors
New Jersey
$1.86M – – –
MBT
1488
Montecito Bank & Trust
California
$1.86M -$42.4K -285 -2%
WBCM
1489
Wilson & Boucher Capital Management
California
$1.86M -$44.5K -299 -2%
DBIA
1490
Dumont & Blake Investment Advisors
New Jersey
$1.86M +$15.6K +105 +0.9%
WAAG
1491
Wealth Alliance Advisory Group
Kansas
$1.86M -$177K -1,189 -9%
TNB
1492
Thomasville National Bank
Georgia
$1.85M -$40.6K -273 -2%
RFL
1493
RD Finance Ltd
Cyprus
$1.85M +$1.84M +12,340 New
SPFA
1494
Summit Place Financial Advisors
New Jersey
$1.84M – – –
BL
1495
BFSG LLC
California
$1.84M +$31K +208 +2%
LA
1496
Lindenwold Advisors
Pennsylvania
$1.84M +$23.7K +159 +1%
LWM
1497
Lyell Wealth Management
California
$1.83M -$238K -1,601 -12%
CFFP
1498
Center for Financial Planning
Michigan
$1.83M -$37.5K -252 -2%
FSC
1499
Full Sail Capital
Oklahoma
$1.83M +$15.9K +107 +0.9%
FBC
1500
Fairfield, Bush & Co
Connecticut
$1.82M -$68.8K -462 -4%
58 59
60
61 62