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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
1601
CWA Asset Management Group
Florida
$1.91M +$480K +2,893 +35%
VIM
1602
Vista Investment Management
Pennsylvania
$1.9M +$123K +741 +7%
EWM
1603
Evermay Wealth Management
Virginia
$1.89M -$319K -1,925 -15%
WTB
1604
Washington Trust Bank
Washington
$1.89M – – –
IA
1605
IFG Advisory
Georgia
$1.89M -$36.8K -222 -2%
CPIG
1606
Chicago Partners Investment Group
Illinois
$1.89M -$12.4K -75 -0.7%
SACTSONJ
1607
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.89M – – –
MS
1608
Maven Securities
Jersey
$1.88M -$1.25M -7,537 -41%
BIA
1609
Bigelow Investment Advisors
Maine
$1.88M -$49.6K -299 -3%
GL
1610
GHE LLC
Tennessee
$1.87M +$23.6K +142 +1%
FCAS
1611
First Command Advisory Services
Texas
$1.87M +$44.9K +271 +3%
DAM
1612
Delta Asset Management
Tennessee
$1.86M -$7.96K -48 -0.4%
FIM
1613
Freedom Investment Management
Connecticut
$1.86M -$143K -863 -7%
ACM
1614
AlphaStar Capital Management
North Carolina
$1.86M +$768K +4,630 +73%
OCM
1615
Orleans Capital Management
Louisiana
$1.86M +$31.5K +190 +2%
RPCONE
1616
Retirement Planning Company of New England
Rhode Island
$1.86M +$63.4K +382 +4%
IP
1617
Investment Partners
Ohio
$1.85M -$32K -193 -2%
HIC
1618
Holderness Investments Company
North Carolina
$1.85M +$35.5K +214 +2%
ZB
1619
Zions Bancorporation
Utah
$1.84M +$43K +259 +2%
CCM
1620
Cox Capital Management
Massachusetts
$1.84M +$1.42M +8,582 +386%
JWA
1621
JFS Wealth Advisors
Pennsylvania
$1.83M -$19.4K -117 -1%
CP
1622
CenterBook Partners
Connecticut
$1.83M +$404K +2,434 +29%
CG
1623
Cynosure Group
Utah
$1.83M +$1.09M +6,554 +156%
APWA
1624
Atlas Private Wealth Advisors
New Jersey
$1.82M -$316K -1,908 -15%
NEAM
1625
New England Asset Management
Connecticut
$1.82M -$257K -1,547 -13%
63 64
65
66 67