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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1626
Kingswood Wealth Advisors
California
$1.92M +$840K +4,992 +83%
DAM
1627
Delta Asset Management
Tennessee
$1.92M – – –
CFA
1628
CWS Financial Advisors
Michigan
$1.92M -$1.13M -6,694 -38%
GL
1629
GHE LLC
Tennessee
$1.91M -$23.6K -140 -1%
SF
1630
Symphony Financial
Texas
$1.9M +$160K +949 +10%
BFM
1631
Boothbay Fund Management
New York
$1.9M -$4.74M -28,130 -72%
IA
1632
IFG Advisory
Georgia
$1.9M -$48.1K -286 -3%
HIC
1633
Holderness Investments Company
North Carolina
$1.9M -$8.25K -49 -0.4%
AIC
1634
Archer Investment Corporation
Indiana
$1.88M +$58.8K +349 +3%
FIM
1635
Freedom Investment Management
Connecticut
$1.88M -$33.8K -201 -2%
FCAS
1636
First Command Advisory Services
Texas
$1.88M -$47.3K -281 -3%
NP
1637
Nilsine Partners
Colorado
$1.88M +$66.2K +393 +4%
PIA
1638
Panoramic Investment Advisors
Colorado
$1.88M -$170K -1,009 -9%
CCM
1639
Cox Capital Management
Massachusetts
$1.87M -$18.7K -111 -1%
JWA
1640
JFS Wealth Advisors
Pennsylvania
$1.87M -$17.8K -106 -1%
FCP
1641
Fidelis Capital Partners
Florida
$1.87M +$263K +1,560 +17%
PPWM
1642
Paragon Private Wealth Management
Kentucky
$1.87M +$23.9K +142 +1%
CPSC
1643
Carl P. Sherr & Co
Massachusetts
$1.87M – – –
PCM
1644
Poehling Capital Management
Wisconsin
$1.87M +$6.4K +38 +0.4%
BWM
1645
BKM Wealth Management
Wisconsin
$1.86M +$160K +952 +10%
IP
1646
Investment Partners
Ohio
$1.86M -$52.2K -310 -3%
AFM
1647
Abbot Financial Management
Massachusetts
$1.85M +$97.8K +581 +6%
ADIM
1648
Alpha DNA Investment Management
Maryland
$1.85M +$67.2K +399 +4%
QWP
1649
Quotient Wealth Partners
Texas
$1.85M +$652K +3,874 +58%
WTB
1650
Washington Trust Bank
Washington
$1.85M -$99.2K -589 -5%
64 65
66
67 68