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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1601
BSW Wealth Partners
Colorado
$630K +$23.7K +209 +4%
BLAM
1602
Bourne Lent Asset Management
New York
$629K – – –
AWA
1603
Arete Wealth Advisors
Illinois
$628K -$784K -6,925 -55%
S
1604
SimplyRich
California
$628K – – –
LC
1605
Lourd Capital
California
$625K +$633K +5,593 New
BCM
1606
Baltimore Capital Management
Maryland
$623K -$365K -3,225 -37%
PW
1607
Price Wealth
Texas
$621K -$36.2K -320 -5%
RM
1608
Resource Management
Louisiana
$620K +$11.9K +105 +2%
CG
1609
Cutler Group
California
$620K +$629K +5,551 New
NPP
1610
New Potomac Partners
Maryland
$619K -$11.9K -105 -2%
RPA
1611
Rock Point Advisors
Vermont
$617K -$16.2K -143 -3%
OFG
1612
OmniStar Financial Group
North Carolina
$617K +$41.3K +365 +7%
CWP
1613
Capital Wealth Planning
Florida
$616K -$787K -6,950 -56%
OCM
1614
Orleans Capital Management
Louisiana
$614K +$622K +5,489 New
AAS
1615
Annex Advisory Services
Wisconsin
$613K +$28.1K +248 +5%
DMC
1616
Drexel Morgan & Co
Pennsylvania
$610K – – –
CCM
1617
Compass Capital Management
Minnesota
$606K – – –
CPC
1618
Congress Park Capital
New York
$606K – – –
KJWM
1619
Kiley Juergens Wealth Management
Washington
$605K -$18.1K -160 -3%
WCM
1620
Weik Capital Management
Pennsylvania
$605K -$11.3K -100 -2%
CCM
1621
Carlson Capital Management
Minnesota
$605K +$90.1K +796 +17%
PBO
1622
Peoples Bank (Ohio)
Ohio
$603K -$26.8K -237 -4%
EGA
1623
E&G Advisors
Texas
$601K -$56.6K -500 -9%
MMHP
1624
Murphy Middleton Hinkle & Parker
Georgia
$600K -$1.36K -12 -0.2%
CNC
1625
Citizens & Northern Corp
Pennsylvania
$598K -$26.3K -232 -4%
63 64
65
66 67