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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1551
BerganKDV Wealth Management
Minnesota
$2.03M -$1.78K -10 -0.1%
BB
1552
Berkshire Bank
Massachusetts
$2.02M -$91.5K -513 -4%
AAM
1553
Autus Asset Management
Arizona
$2.02M -$3.21K -18 -0.2%
TW
1554
TrinityPoint Wealth
Connecticut
$2.01M +$1.07K +6 +0.1%
PIP
1555
Peachtree Investment Partners
Florida
$2.01M +$599K +3,356 +43%
SACTSONJ
1556
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.01M – – –
XF
1557
XML Financial
Maryland
$2M +$104K +581 +6%
CYG
1558
Clean Yield Group
Vermont
$2M +$17.7K +99 +0.9%
ACS
1559
Archford Capital Strategies
Illinois
$2M +$27.3K +153 +1%
GPA
1560
Garrison Point Advisors
California
$2M -$11.6K -65 -0.6%
PHIMC
1561
Private Harbour Investment Management & Counsel
Ohio
$2M -$8.03K -45 -0.4%
DPI
1562
Diversified Portfolios Inc
Michigan
$1.99M -$216K -1,212 -10%
SCA
1563
St. Clair Advisors
Ohio
$1.99M +$617K +3,460 +46%
USCWA
1564
U.S. Capital Wealth Advisors
Texas
$1.99M -$41.7K -234 -2%
GAM
1565
Gould Asset Management
California
$1.99M -$39.2K -220 -2%
PCM
1566
Poehling Capital Management
Wisconsin
$1.98M -$17.8K -100 -0.9%
MFG
1567
Magnus Financial Group
New York
$1.98M +$58.9K +330 +3%
AI
1568
Accredited Investors
Minnesota
$1.98M +$93.1K +522 +5%
SHA
1569
Seneca House Advisors
Virginia
$1.97M -$31.4K -176 -2%
SF
1570
Symphony Financial
Texas
$1.97M +$276K +1,545 +16%
FCB
1571
First Command Bank
Texas
$1.97M -$17.8K -100 -0.9%
FCFS
1572
First Command Financial Services
Texas
$1.97M -$17.8K -100 -0.9%
CHJWM
1573
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.96M +$357 +2 +0%
EWA
1574
Etesian Wealth Advisors
Oregon
$1.96M +$1.93M +10,847 New
AWM
1575
Avitas Wealth Management
California
$1.96M +$7.85K +44 +0.4%
61 62
63
64 65