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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1501
VeraBank
Texas
$2.36M +$1.68K +10 +0.1%
JE
1502
JMAC Enterprises
Pennsylvania
$2.35M +$311K +1,845 +16%
SIAP
1503
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.34M -$15.8K -94 -0.7%
TW
1504
TrinityPoint Wealth
Connecticut
$2.34M +$6.4K +38 +0.3%
VAS
1505
Vestmark Advisory Solutions
Massachusetts
$2.34M +$101K +602 +5%
MA
1506
MONECO Advisors
Connecticut
$2.34M +$991K +5,884 +79%
CP
1507
Cumberland Partners
Ontario, Canada
$2.33M +$133K +792 +6%
MFA
1508
Mayflower Financial Advisors
Massachusetts
$2.33M -$5.61M -33,334 -71%
HTHT
1509
Hemenway Trust Hemenway Trust
New Hampshire
$2.33M +$40.4K +240 +2%
FHA
1510
Flagship Harbor Advisors
Massachusetts
$2.33M +$50.5K +300 +2%
KA
1511
Kovack Advisors
Florida
$2.32M +$169K +1,005 +8%
GAM
1512
Grandview Asset Management
Pennsylvania
$2.32M -$17.2K -102 -0.8%
SP
1513
Symmetry Partners
Connecticut
$2.31M – – –
AWP
1514
Ascent Wealth Partners
New York
$2.31M -$4.21K -25 -0.2%
MWM
1515
Massachusetts Wealth Management
Massachusetts
$2.31M +$33.7K +200 +2%
CCA
1516
Checchi Capital Advisers
California
$2.3M -$92.9K -552 -4%
CWI
1517
Conscious Wealth Investments
Florida
$2.3M +$2.31M +13,731 New
PP
1518
Prudential plc
United Kingdom
$2.3M -$8.76M -52,021 -80%
CB
1519
CNB Bank
Pennsylvania
$2.3M +$33K +196 +2%
AIA
1520
AIMZ Investment Advisors
California
$2.29M – – –
BCM
1521
Bayesian Capital Management
New York
$2.28M -$1.26M -7,478 -36%
WCM
1522
Wisconsin Capital Management
Wisconsin
$2.28M +$84.2K +500 +4%
ADBIC
1523
A.D. Beadell Investment Counsel
Wisconsin
$2.28M – – –
GFA
1524
Gifford Fong Associates
California
$2.27M – – –
DWM
1525
Dynasty Wealth Management
Florida
$2.27M +$2.18M +12,967 New
59 60
61
62 63