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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
1476
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.67M -$134K -995 -7%
CPWA
1477
Cerro Pacific Wealth Advisors
California
$1.67M -$154K -1,141 -8%
VA
1478
VestGen Advisors
Illinois
$1.66M +$34.5K +256 +2%
FA
1479
Fiduciary Alliance
South Carolina
$1.65M +$87K +646 +5%
BP
1480
Baypointe Partners
Connecticut
$1.65M -$5.05M -37,500 -75%
MPPW
1481
Mitchell & Pahl Private Wealth
Oklahoma
$1.65M +$103K +761 +7%
BWP
1482
Burling Wealth Partners
Illinois
$1.64M -$230K -1,707 -12%
JPWM
1483
Jamison Private Wealth Management
Georgia
$1.64M +$146K +1,084 +10%
CLA
1484
Carnegie Lake Advisors
New Jersey
$1.64M – – –
SAM
1485
S.A. Mason
Michigan
$1.64M -$92.5K -687 -5%
SAM
1486
Smartleaf Asset Management
Massachusetts
$1.64M -$131K -976 -7%
WBCM
1487
Wilson & Boucher Capital Management
California
$1.64M +$2.96K +22 +0.2%
DBIA
1488
Dumont & Blake Investment Advisors
New Jersey
$1.64M +$1.48K +11 +0.1%
XSC
1489
X-Square Capital
Puerto Rico
$1.63M +$1.67M +12,375 New
OC
1490
Oarsman Capital
Wisconsin
$1.63M +$210K +1,560 +14%
KF
1491
Krilogy Financial
Missouri
$1.63M +$1.66M +12,347 New
SPFA
1492
Summit Place Financial Advisors
New Jersey
$1.63M +$8.35K +62 +0.5%
GIM
1493
Generali Investments Management
Slovenia
$1.63M -$431K -3,199 -21%
RFL
1494
RD Finance Ltd
Cyprus
$1.63M – – –
DSC
1495
Duncker Streett & Co
Missouri
$1.62M -$82.6K -613 -5%
BFC
1496
Bedel Financial Consulting
Indiana
$1.62M +$269 +2 +0%
CFFP
1497
Center for Financial Planning
Michigan
$1.61M – – –
CCA
1498
Checchi Capital Advisers
California
$1.61M -$243K -1,807 -13%
EI
1499
EDMP Inc
Florida
$1.61M +$188K +1,396 +13%
RAM
1500
Redmond Asset Management
Virginia
$1.61M -$205K -1,524 -11%
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61 62