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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
1576
Great Lakes Retirement
Ohio
$1.58M +$70.5K +480 +5%
CPW
1577
Cove Private Wealth
New York
$1.57M +$137K +934 +9%
WA
1578
Waddell & Associates
Tennessee
$1.57M +$181K +1,230 +13%
CYG
1579
Clean Yield Group
Vermont
$1.57M – – –
MFA
1580
Mayflower Financial Advisors
Massachusetts
$1.57M +$16.9K +115 +1%
CIC
1581
Cornercap Investment Counsel
Georgia
$1.57M -$21.7K -148 -1%
SC
1582
Syon Capital
California
$1.56M +$215K +1,461 +15%
LT
1583
Legacy Trust
Michigan
$1.56M -$10.3K -70 -0.6%
JIP
1584
Jaffetilchin Investment Partners
Florida
$1.56M -$63.2K -430 -4%
TFS
1585
Thoroughbred Financial Services
Tennessee
$1.56M -$46.4K -316 -3%
FFM
1586
Forum Financial Management
Illinois
$1.56M +$40.7K +277 +3%
DAM
1587
Delta Asset Management
Tennessee
$1.56M -$18.2K -124 -1%
FFA
1588
First Foundation Advisors
California
$1.56M -$45.7K -311 -3%
TL
1589
Tradewinds LLC
North Carolina
$1.55M -$67.1K -457 -4%
AWA
1590
Aaron Wealth Advisors
Illinois
$1.55M +$653K +4,441 +70%
CWA
1591
Centerline Wealth Advisors
Kentucky
$1.55M – – –
FBC
1592
Fairfield, Bush & Co
Connecticut
$1.54M -$200K -1,358 -11%
CPWA
1593
Cerro Pacific Wealth Advisors
California
$1.54M -$52.5K -357 -3%
SW
1594
StrongBox Wealth
Missouri
$1.53M -$1.22M -8,279 -44%
MIC
1595
Means Investment Company
Maine
$1.53M -$64.8K -441 -4%
MTIC
1596
Missouri Trust & Investment Company
Missouri
$1.53M +$183K +1,246 +13%
RC
1597
Rahlfs Capital
Texas
$1.53M – – –
AIA
1598
AssuredPartners Investment Advisors
Florida
$1.53M +$892K +6,072 +132%
AHB
1599
Abner Herrman & Brock
New Jersey
$1.53M -$11.2K -76 -0.7%
CFA
1600
CWS Financial Advisors
Michigan
$1.53M -$29.2K -199 -2%
62 63
64
65 66