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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1551
Blue Fin Capital
Rhode Island
$1.14M -$46.2K -348 -4%
IWA
1552
Intercontinental Wealth Advisors
Texas
$1.14M +$399 +3 +0%
MCM
1553
Manchester Capital Management
Vermont
$1.14M +$72.5K +546 +7%
SXL
1554
Summit X LLC
Missouri
$1.13M +$1.2K +9 +0.1%
AIS
1555
American Investment Services
Massachusetts
$1.13M +$9.3K +70 +0.9%
RA
1556
RFG Advisory
Alabama
$1.13M +$91.1K +686 +9%
DI
1557
DFPG Investments
Utah
$1.13M +$166K +1,246 +18%
PWP
1558
Private Wealth Partners
California
$1.13M -$93K -700 -8%
BAS
1559
Brown Advisory Securities
Maryland
$1.12M -$519K -3,906 -32%
BL
1560
Balentine LLC
Georgia
$1.12M +$103K +773 +10%
CH
1561
Canton Hathaway
Rhode Island
$1.12M +$142K +1,071 +15%
AI
1562
Atom Investors
Texas
$1.12M -$5.37M -40,417 -83%
BHTS
1563
Bar Harbor Trust Services
Maine
$1.12M +$17.8K +134 +2%
CCMG
1564
Clark Capital Management Group
Pennsylvania
$1.11M +$39.2K +295 +4%
LFS
1565
Legacy Financial Strategies
Kansas
$1.1M +$106K +800 +11%
OIA
1566
Optimum Investment Advisors
Illinois
$1.09M +$29.1K +219 +3%
CIM
1567
CIM Investment Management
Pennsylvania
$1.09M -$114K -858 -10%
NB
1568
Nicolet Bankshares
Wisconsin
$1.09M +$5.05K +38 +0.5%
CWM
1569
Cornerstone Wealth Management
Missouri
$1.09M +$93.8K +706 +10%
CB
1570
CNB Bank
Pennsylvania
$1.09M +$167K +1,254 +19%
MYIA
1571
Mount Yale Investment Advisors
Colorado
$1.08M +$13K +98 +1%
VSWA
1572
Vontobel Swiss Wealth Advisors
Switzerland
$1.08M -$238K -1,790 -19%
GA
1573
Greytown Advisors
Florida
$1.07M +$129K +968 +14%
FVWA
1574
Foster Victor Wealth Advisors
South Carolina
$1.07M +$409K +3,082 +66%
RBFC
1575
Roman Butler Fullerton & Co
Missouri
$1.07M -$48.1K -362 -4%
61 62
63
64 65