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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1551
Pinnacle Wealth Planning Services
Ohio
$1.84M -$625K -3,817 -24%
LA
1552
Lindenwold Advisors
Pennsylvania
$1.84M -$93.4K -570 -4%
PWA
1553
Providence Wealth Advisors
Illinois
$1.84M -$32.8K -200 -2%
IIC
1554
Integrated Investment Consultants
Michigan
$1.84M +$1.35M +8,222 +212%
FSC
1555
Full Sail Capital
Oklahoma
$1.84M -$266K -1,624 -12%
BL
1556
BFSG LLC
California
$1.84M -$130K -795 -6%
IA
1557
IFG Advisory
Georgia
$1.83M +$57K +348 +3%
FUBT
1558
First United Bank & Trust
Maryland
$1.83M -$61.9K -378 -3%
3IP
1559
3Chopt Investment Partners
Virginia
$1.83M -$128K -779 -6%
RIM
1560
Reliant Investment Management
Tennessee
$1.83M -$3.09M -18,871 -61%
MWM
1561
Modern Wealth Management
Kansas
$1.82M +$851K +5,195 +77%
CPBTD
1562
Central Pacific Bank - Trust Division
Hawaii
$1.82M -$169K -1,031 -8%
PWM
1563
Partnership Wealth Management
Maryland
$1.81M – – –
MSCM
1564
McElhenny Sheffield Capital Management
Texas
$1.81M +$593K +3,618 +44%
NSB
1565
Norway Savings Bank
Maine
$1.81M -$14.7K -90 -0.8%
BFC
1566
Bedel Financial Consulting
Indiana
$1.8M -$21.1K -129 -1%
ADL
1567
Asset Dedication LLC
California
$1.8M -$1.63M -9,938 -46%
MIS
1568
Morningstar Investment Services
Illinois
$1.79M -$16.8M -102,600 -90%
CNFG
1569
Creegan & Nassoura Financial Group
New Hampshire
$1.79M – – –
HWMO
1570
Heritage Wealth Management (Ohio)
Ohio
$1.78M -$24.6K -150 -1%
GPA
1571
Garrison Point Advisors
California
$1.78M – – –
GGA
1572
Granite Group Advisors
Connecticut
$1.78M +$958K +5,850 +100%
PPA
1573
Painted Porch Advisors
California
$1.78M -$91.3K -557 -5%
GFPC
1574
Global Financial Private Client
Florida
$1.78M +$29K +177 +2%
DAS
1575
DMKC Advisory Services
Iowa
$1.77M +$1.91M +11,650 New
61 62
63
64 65