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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1626
Glassman Wealth Services
Virginia
$1.17M +$4.08K +30 +0.4%
WA
1627
WealthTrust Axiom
Pennsylvania
$1.17M – – –
LFS
1628
Legacy Financial Strategies
Kansas
$1.17M +$66.5K +489 +6%
SHA
1629
Seneca House Advisors
Virginia
$1.16M -$70.8K -520 -6%
ACP
1630
Aviance Capital Partners
Florida
$1.16M -$19.2K -141 -2%
MFW
1631
Mosaic Family Wealth
Missouri
$1.16M -$139K -1,019 -11%
CB
1632
CNB Bank
Pennsylvania
$1.16M +$75.7K +556 +7%
CAG
1633
Csenge Advisory Group
Florida
$1.16M +$247K +1,818 +27%
LWM
1634
Lionsbridge Wealth Management
Florida
$1.16M +$1.16M +8,540 New
WIP
1635
Wellesley Investment Partners
Massachusetts
$1.16M +$120K +882 +12%
AIS
1636
American Investment Services
Massachusetts
$1.15M +$19.9K +146 +2%
MPW
1637
Monterey Private Wealth
California
$1.15M +$1.14M +8,376 New
RPSA
1638
Richard P. Slaughter Associates
Texas
$1.14M +$1.14M +8,351 New
BFC
1639
Blue Fin Capital
Rhode Island
$1.14M -$2.18K -16 -0.2%
DTL
1640
Dynamic Technology Lab
Singapore
$1.14M +$1.13M +8,320 New
PI
1641
PHH Investments
Texas
$1.14M -$33.5K -246 -3%
MWM
1642
Madison Wealth Management
Ohio
$1.13M +$1.12M +8,261 New
AF
1643
AMG Funds
Connecticut
$1.13M -$124K -910 -10%
AFP
1644
Ausdal Financial Partners
Iowa
$1.13M +$19.6K +144 +2%
NEPPG
1645
New England Professional Planning Group
Rhode Island
$1.12M +$1.12M +8,201 New
TCBWMS
1646
Texas Capital Bank Wealth Management Services
Texas
$1.12M +$1.11M +8,181 New
SXL
1647
Summit X LLC
Missouri
$1.12M -$12.7K -93 -1%
PAM
1648
Paradigm Asset Management
New York
$1.12M +$74.9K +550 +7%
CH
1649
Canton Hathaway
Rhode Island
$1.12M – – –
OC
1650
Oakworth Capital
Alabama
$1.11M +$56.9K +418 +5%
64 65
66
67 68