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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1576
CWS Financial Advisors
Michigan
$1.52M -$130K -911 -8%
MFA
1577
Mayflower Financial Advisors
Massachusetts
$1.52M -$30.7K -215 -2%
MC
1578
Machina Capital
France
$1.52M -$1.79M -12,552 -54%
MFG
1579
MidWestOne Financial Group
Iowa
$1.52M -$9.43K -66 -0.6%
CWA
1580
Centerline Wealth Advisors
Kentucky
$1.51M -$6.14K -43 -0.4%
KFS
1581
Kurt F. Somerville
$1.51M -$10.7K -75 -0.7%
DW30
1582
Drucker Wealth 3.0
New Jersey
$1.51M +$1.13M +7,926 +283%
WP
1583
WealthShield Partners
North Carolina
$1.51M +$22.6K +158 +1%
AHB
1584
Abner Herrman & Brock
New Jersey
$1.5M -$9.28K -65 -0.6%
FGA
1585
Fortis Group Advisors
New Jersey
$1.5M +$1.46M +10,255 +22,293%
CB
1586
CNB Bank
Pennsylvania
$1.5M +$35.8K +251 +2%
FBB
1587
Fulton Breakefield Broenniman
Maryland
$1.5M -$89.8K -629 -6%
CWM
1588
Compass Wealth Management
Connecticut
$1.5M -$42.8K -300 -3%
SIG
1589
Sargent Investment Group
Maryland
$1.5M +$159K +1,111 +12%
MMPW
1590
Mitchell McLeod Pugh & Williams
Alabama
$1.5M -$160K -1,121 -10%
RC
1591
Rahlfs Capital
Texas
$1.5M – – –
BLC
1592
Brown, Lisle/Cummings
Rhode Island
$1.5M +$101K +705 +7%
SCP
1593
Sivia Capital Partners
California
$1.49M +$586K +4,102 +63%
FFM
1594
Forum Financial Management
Illinois
$1.49M -$16.1K -113 -1%
BWM
1595
BKM Wealth Management
Wisconsin
$1.49M -$69.7K -488 -4%
BB
1596
Berkshire Bank
Massachusetts
$1.49M -$39.4K -276 -3%
TCM
1597
Tandem Capital Management
New Jersey
$1.48M -$114K -800 -7%
HIA
1598
Harbor Investment Advisory
Maryland
$1.48M -$24.4K -171 -2%
PIA
1599
Perennial Investment Advisors
California
$1.47M +$37.4K +262 +3%
FCH
1600
Freestone Capital Holdings
Washington
$1.47M -$2.73M -19,120 -65%
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64
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