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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LTI
1551
Laffer Tengler Investments
Tennessee
$715K +$679K +6,569 New
AP
1552
Arlington Partners
Alabama
$714K – – –
BA
1553
BKS Advisors
Michigan
$712K – – –
GTAM
1554
Global Trust Asset Management
Florida
$711K +$13.7K +133 +2%
FAIM
1555
Financial Advocates Investment Management
Washington
$710K -$148K -1,429 -18%
SBL
1556
Sargent Bickham Lagudis
Colorado
$710K -$68.2K -660 -9%
ACM
1557
Ashford Capital Management
Delaware
$707K – – –
IP
1558
Investment Partners
Ohio
$707K +$3.1K +30 +0.5%
BDF
1559
Balasa Dinverno & Foltz
$704K -$111K -1,072 -14%
IWP
1560
Icon Wealth Partners
Texas
$704K -$6.3K -61 -0.9%
WEC
1561
Winslow Evans & Crocker
Massachusetts
$704K – – –
NBG
1562
Nancy B. Gardiner
$703K – – –
AA
1563
ALPS Advisors
Colorado
$698K -$840K -8,132 -56%
CCM
1564
Cribstone Capital Management
Maine
$698K – – –
OIM
1565
Orca Investment Management
Oregon
$696K -$124K -1,200 -16%
NFG
1566
Nations Financial Group
Iowa
$695K +$310 +3 +0%
WP
1567
WealthShield Partners
North Carolina
$692K -$18.6K -180 -3%
DWM
1568
Dakota Wealth Management
Florida
$691K +$466K +4,510 +246%
SAM
1569
Shamrock Asset Management
Texas
$690K -$5.27K -51 -0.8%
SHA
1570
Seneca House Advisors
Virginia
$684K +$225K +2,179 +53%
CPIG
1571
Chicago Partners Investment Group
Illinois
$683K -$45.4K -440 -7%
REMPR
1572
Roof Eidam Maycock Peralta (REMP)
California
$680K – – –
PCM
1573
Prelude Capital Management
New York
$679K +$644K +6,236 New
RWM
1574
RKL Wealth Management
Pennsylvania
$676K -$55.4K -536 -8%
SFWA
1575
Summit Financial Wealth Advisors
Louisiana
$671K – – –
61 62
63
64 65