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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
1551
XML Financial
Maryland
$2.08M +$45.1K +258 +2%
BIA
1552
Bigelow Investment Advisors
Maine
$2.08M -$79.2K -453 -4%
SW
1553
StrongBox Wealth
Missouri
$2.08M +$118K +677 +6%
JE
1554
JMAC Enterprises
Pennsylvania
$2.07M +$329K +1,881 +20%
PWMG
1555
Prestige Wealth Management Group
New Jersey
$2.07M +$1.24M +7,083 +166%
STA
1556
Summit Trail Advisors
New York
$2.07M +$107K +613 +6%
TVWM
1557
Tower View Wealth Management
Wisconsin
$2.06M -$26.7K -153 -1%
JWA
1558
JFS Wealth Advisors
Pennsylvania
$2.06M -$93K -532 -4%
DA
1559
Detalus Advisors
Missouri
$2.05M +$8.22K +47 +0.4%
FCB
1560
First Command Bank
Texas
$2.05M +$64.9K +371 +3%
FCFS
1561
First Command Financial Services
Texas
$2.05M +$64.9K +371 +3%
AI
1562
Accredited Investors
Minnesota
$2.04M +$46.1K +264 +2%
USCWA
1563
U.S. Capital Wealth Advisors
Texas
$2.03M +$21.3K +122 +1%
NP
1564
NorthRock Partners
Minnesota
$2.03M -$145K -829 -7%
SACTSONJ
1565
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.02M – – –
NHC
1566
Nicholas Hoffman & Company
Georgia
$2.01M -$108K -616 -5%
CYG
1567
Clean Yield Group
Vermont
$2.01M -$12.1K -69 -0.6%
CWM
1568
Cornerstone Wealth Management
Missouri
$2M +$1.92M +10,976 New
PCM
1569
Poehling Capital Management
Wisconsin
$2M – – –
BMCM
1570
Bryn Mawr Capital Management
Pennsylvania
$2M -$48.1K -275 -2%
BBA
1571
Baader Bank Aktiengesellschaft
Germany
$2M -$1.45M -8,283 -43%
GL
1572
GHE LLC
Tennessee
$1.99M +$36.5K +209 +2%
HTHT
1573
Hemenway Trust Hemenway Trust
New Hampshire
$1.99M -$97.9K -560 -5%
PHIMC
1574
Private Harbour Investment Management & Counsel
Ohio
$1.99M -$26.2K -150 -1%
AG
1575
Algert Global
California
$1.99M +$262K +1,500 +16%
61 62
63
64 65