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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
1576
D.B. Root & Company
Pennsylvania
$890K -$10.8K -95 -1%
BOS
1577
Bingham Osborn & Scarborough
California
$888K -$51.5K -452 -6%
CPIG
1578
Chicago Partners Investment Group
Illinois
$885K -$912 -8 -0.1%
AC
1579
Alexandria Capital
Virginia
$884K -$8.43K -74 -1%
FMTC
1580
Farmers & Merchants Trust Company
California
$883K +$340K +2,980 +71%
MC
1581
Montag & Caldwell
Georgia
$882K -$3.53K -31 -0.4%
EIA
1582
Edgemoor Investment Advisors
Maryland
$880K -$3.88K -34 -0.5%
CWP
1583
Capital Wealth Planning
Florida
$879K +$407K +3,570 +99%
SG
1584
Somerset Group
Minnesota
$873K – – –
TAM
1585
Trillium Asset Management
Massachusetts
$872K +$811K +7,118 New
CIA
1586
CSat Investment Advisory
Michigan
$871K +$193K +1,698 +31%
TFS
1587
TrustCore Financial Services
Tennessee
$868K +$807K +7,081 New
WP
1588
WealthShield Partners
North Carolina
$866K +$84.6K +742 +12%
CH
1589
Canton Hathaway
Rhode Island
$865K +$309K +2,713 +62%
FCMT
1590
Founders Capital Management (Texas)
Texas
$864K -$275K -2,417 -26%
LFS
1591
Legacy Financial Strategies
Kansas
$862K +$47K +412 +6%
PB
1592
Pinnacle Bancorp
Nebraska
$859K +$11.4K +100 +1%
GI
1593
Glovista Investments
New Jersey
$858K +$19.4K +170 +2%
ECM
1594
EagleClaw Capital Management
Massachusetts
$856K -$39.9K -350 -5%
NFG
1595
Nations Financial Group
Iowa
$854K +$42.3K +371 +6%
VWA
1596
VERITY Wealth Advisors
United States
$849K – – –
APC
1597
Aspire Private Capital
North Carolina
$842K +$40.7K +357 +5%
AWP
1598
Ascent Wealth Partners
New York
$842K +$43.2K +379 +6%
AP
1599
Advisors Preferred
Maryland
$841K +$383K +3,359 +96%
BBNA
1600
Bremer Bank National Association
Minnesota
$841K +$749K +6,573 New
62 63
64
65 66