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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1626
Centerline Wealth Advisors
Kentucky
$1.66M +$1.78M +10,885 New
HIC
1627
Holderness Investments Company
North Carolina
$1.65M -$33.9K -207 -2%
CCG
1628
Ceeto Capital Group
Florida
$1.65M -$81.9K -500 -4%
FFA
1629
First Foundation Advisors
California
$1.65M -$49.3K -301 -3%
AIC
1630
Archer Investment Corporation
Indiana
$1.65M – – –
BMWS
1631
Brady Martz Wealth Solutions
North Dakota
$1.64M +$1.86M +11,346 New
ICP
1632
Interchange Capital Partners
Pennsylvania
$1.64M -$199K -1,213 -10%
APWA
1633
Atlas Private Wealth Advisors
New Jersey
$1.64M +$39.3K +240 +2%
PCM
1634
Poehling Capital Management
Wisconsin
$1.64M +$16.4K +100 +0.9%
DA
1635
Detalus Advisors
Missouri
$1.64M -$120K -734 -6%
RCIM
1636
Red Cedar Investment Management
Michigan
$1.63M -$108K -657 -6%
B
1637
Birchbrook
Maine
$1.62M +$12.1K +74 +0.7%
CHJWM
1638
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.62M -$62.6K -382 -3%
MG
1639
Mather Group
Illinois
$1.61M -$51.6K -315 -3%
FAM
1640
Fred Alger Management
New York
$1.61M -$6.54M -39,919 -79%
WTB
1641
Washington Trust Bank
Washington
$1.61M +$246K +1,500 +16%
AFM
1642
Abbot Financial Management
Massachusetts
$1.61M -$19.7K -120 -1%
GWM
1643
Gibbs Wealth Management
Georgia
$1.61M +$250K +1,527 +17%
WFMPM
1644
Woodley Farra Manion Portfolio Management
Indiana
$1.61M -$543K -3,314 -24%
PWG
1645
Portside Wealth Group
Utah
$1.61M +$178K +1,084 +11%
RC
1646
Rahlfs Capital
Texas
$1.6M +$1.72M +10,515 New
AIM
1647
AHL Investment Management
Florida
$1.6M – – –
RCM
1648
Raleigh Capital Management
North Carolina
$1.59M +$513K +3,131 +43%
RRA
1649
Round Rock Advisors
Connecticut
$1.58M +$131K +802 +8%
OC
1650
Oakworth Capital
Alabama
$1.58M -$31.3K -191 -2%
64 65
66
67 68