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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1576
Gladstone Institutional Advisory
Florida
$1.83M +$47.4K +290 +3%
AIC
1577
Archer Investment Corporation
Indiana
$1.83M -$40.3K -247 -2%
DR
1578
Davis Rea
Ontario, Canada
$1.82M -$161K -985 -9%
FFM
1579
Forum Financial Management
Illinois
$1.82M +$1.71M +10,497 New
XF
1580
XML Financial
Maryland
$1.82M +$85.1K +521 +5%
NPP
1581
New Potomac Partners
Maryland
$1.82M +$228K +1,395 +15%
CFFP
1582
Center for Financial Planning
Michigan
$1.81M -$30.4K -186 -2%
WIA
1583
Westbourne Investment Advisors
Maryland
$1.8M +$882K +5,400 +109%
AWA
1584
Arete Wealth Advisors
Illinois
$1.79M +$196K +1,197 +13%
EFIC
1585
Eliot Finkel Investment Counsel
California
$1.79M -$47.4K -290 -3%
MPIA
1586
Mountain Pacific Investment Advisers
Idaho
$1.78M -$44.9K -275 -3%
RCM
1587
Radnor Capital Management
Pennsylvania
$1.78M +$1.67M +10,245 New
NL
1588
NWAM LLC
Washington
$1.78M +$303K +1,854 +22%
KWA
1589
KCS Wealth Advisory
California
$1.77M +$573K +3,507 +52%
KPW
1590
Kore Private Wealth
New York
$1.77M -$626K -3,830 -27%
JF
1591
Jump Financial
Illinois
$1.77M +$1.66M +10,170 New
CWM
1592
Congress Wealth Management
Massachusetts
$1.76M +$1.66M +10,145 New
AO
1593
Advisor OS
Illinois
$1.76M +$78.1K +478 +5%
QI
1594
Qtron Investments
Massachusetts
$1.76M +$612K +3,745 +59%
LA
1595
Lifeworks Advisors
Michigan
$1.75M +$1.64M +10,043 New
CWM
1596
Calamos Wealth Management
Illinois
$1.73M -$27K -165 -2%
SBWIC
1597
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.73M -$19.1K -117 -1%
PFG
1598
Peterson Financial Group
Iowa
$1.72M +$1.62M +9,888 New
AIM
1599
AHL Investment Management
Florida
$1.71M +$1.61M +9,867 New
SVCF
1600
Silicon Valley Community Foundation
California
$1.71M +$1.61M +9,852 New
62 63
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65 66