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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1576
WealthBridge Capital Management
Ohio
$1.71M – – –
BIP
1577
Blueprint Investment Partners
North Carolina
$1.71M +$349K +2,027 +24%
CT
1578
Columbia Trust
Oregon
$1.71M +$144K +835 +9%
HIC
1579
Holderness Investments Company
North Carolina
$1.7M -$19K -110 -1%
MCM
1580
McRae Capital Management
New Jersey
$1.7M -$266K -1,544 -13%
GF
1581
Gries Financial
Ohio
$1.7M +$55.1K +320 +3%
CFFP
1582
Center for Financial Planning
Michigan
$1.7M +$2.76K +16 +0.2%
AI
1583
Accredited Investors
Minnesota
$1.7M +$118K +683 +7%
GBT
1584
Grove Bank & Trust
Florida
$1.7M -$140K -811 -7%
MCM
1585
Monarch Capital Management
Indiana
$1.7M -$88.8K -515 -5%
FCMT
1586
Founders Capital Management (Texas)
Texas
$1.7M -$27.7K -161 -2%
KPW
1587
Kore Private Wealth
New York
$1.7M -$11K -64 -0.6%
FFM
1588
Forum Financial Management
Illinois
$1.69M -$178K -1,031 -9%
WIA
1589
Westbourne Investment Advisors
Maryland
$1.69M – – –
DAM
1590
Delta Asset Management
Tennessee
$1.69M +$5K +29 +0.3%
SWM
1591
Stockman Wealth Management
Montana
$1.69M -$90K -522 -5%
NPP
1592
New Potomac Partners
Maryland
$1.68M -$59.5K -345 -3%
LCM
1593
Landscape Capital Management
New Jersey
$1.68M +$397K +2,306 +29%
PWMG
1594
Prestige Wealth Management Group
New Jersey
$1.68M +$169K +983 +11%
ITIM
1595
Indiana Trust & Investment Management
Indiana
$1.67M -$53.3K -309 -3%
AAIM
1596
Asset Advisors Investment Management
Georgia
$1.67M -$134K -775 -7%
PWM
1597
Perigon Wealth Management
California
$1.67M +$181K +1,049 +11%
SWM
1598
Spire Wealth Management
Virginia
$1.66M -$3.71M -21,517 -68%
SCA
1599
Spearhead Capital Advisors
Florida
$1.66M -$8.37M -48,542 -83%
HEIP
1600
Hudson Edge Investment Partners
New Jersey
$1.66M – – –
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