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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BDPWM
1626
Barnes Dennig Private Wealth Management
Ohio
$1.53M +$1.52M +10,200 New
BONH
1627
Bank of New Hampshire
New Hampshire
$1.53M -$1.75M -11,763 -54%
PWP
1628
Precedent Wealth Partners
Texas
$1.52M +$274K +1,839 +22%
EWM
1629
Evermay Wealth Management
Virginia
$1.52M -$10.4K -70 -0.7%
JF
1630
Jump Financial
Illinois
$1.51M -$323K -2,172 -18%
GIM
1631
Guardian Investment Management
California
$1.51M – – –
PIA
1632
Perennial Investment Advisors
California
$1.51M +$49.9K +335 +3%
RCM
1633
Raleigh Capital Management
North Carolina
$1.51M -$57.8K -388 -4%
AFM
1634
Abbot Financial Management
Massachusetts
$1.51M -$76.8K -516 -5%
AWM
1635
Accurate Wealth Management
Florida
$1.51M +$91.7K +616 +6%
BIA
1636
Bigelow Investment Advisors
Maine
$1.5M -$25.2K -169 -2%
AAP
1637
Arax Advisory Partners
Colorado
$1.5M -$934K -6,275 -39%
KSB
1638
Kennebec Savings Bank
Maine
$1.49M +$89.6K +602 +6%
DAS
1639
Diversify Advisory Services
Utah
$1.49M +$385K +2,584 +30%
DWM
1640
Dynasty Wealth Management
Florida
$1.49M +$1.23M +8,287 +504%
FDCP
1641
Foster Dykema Cabot & Partners
Massachusetts
$1.49M -$595 -4 -0%
FRA
1642
Frank Rimerman Advisors
California
$1.49M +$2.08K +14 +0.1%
CCG
1643
Cypress Capital Group
Florida
$1.48M -$2.38M -16,010 -62%
BFC
1644
Blue Fin Capital
Rhode Island
$1.48M +$4.02K +27 +0.3%
FFM
1645
Forum Financial Management
Illinois
$1.48M -$65.8K -442 -4%
BWG
1646
Boomfish Wealth Group
Georgia
$1.48M +$28.4K +191 +2%
MWA
1647
Meridian Wealth Advisors
Texas
$1.47M -$223K -1,500 -13%
EB
1648
Emprise Bank
Kansas
$1.47M -$69.5K -467 -5%
OA
1649
Oxbow Advisors
Texas
$1.47M +$239K +1,605 +20%
EFG
1650
Everhart Financial Group
Ohio
$1.46M +$477K +3,207 +49%
64 65
66
67 68