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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1651
Great Diamond Partners
Maine
$1.27M +$2.63K +17 +0.2%
TNA
1652
True North Advisors
Texas
$1.27M +$181K +1,167 +16%
CBT
1653
CoreFirst Bank & Trust
Kansas
$1.26M -$105K -679 -7%
ZCM
1654
Ziegler Capital Management
Illinois
$1.26M -$107K -690 -8%
NL
1655
NWAM LLC
Washington
$1.26M +$6.35K +41 +0.5%
ACS
1656
Archford Capital Strategies
Illinois
$1.26M +$110K +713 +9%
SLWA
1657
San Luis Wealth Advisors
California
$1.26M +$1.29M +8,355 New
MFS
1658
McNamara Financial Services
Massachusetts
$1.25M +$8.36K +54 +0.7%
DTC
1659
Davidson Trust Company
Washington
$1.25M -$12.1K -78 -0.9%
GA
1660
Greytown Advisors
Florida
$1.25M +$163K +1,050 +15%
WTB
1661
Washington Trust Bank
Washington
$1.24M +$236K +1,527 +23%
CII
1662
Capital International Inc
California
$1.24M -$18.4K -119 -1%
SIG
1663
Sargent Investment Group
Maryland
$1.23M -$41.8K -270 -3%
DDC
1664
DF Dent & Co
Maryland
$1.23M – – –
FC
1665
Ferris Capital
Massachusetts
$1.23M +$1.17M +7,566 New
VWA
1666
Visionary Wealth Advisors
Illinois
$1.23M -$128K -824 -9%
MA
1667
Mutual Advisors
Nebraska
$1.23M +$3.4K +22 +0.3%
MS
1668
Madden Securities
Texas
$1.23M -$368K -2,375 -23%
HI
1669
Humankind Investments
New York
$1.23M +$337K +2,176 +36%
AIM
1670
Arcadia Investment Management
Michigan
$1.23M – – –
RIA
1671
Realta Investment Advisors
Delaware
$1.23M +$21.5K +139 +2%
IF
1672
Intrua Financial
Texas
$1.23M +$218K +1,407 +23%
SMA
1673
Sage Mountain Advisors
Georgia
$1.23M +$386K +2,491 +44%
QIM
1674
Quantitative Investment Management
Virginia
$1.23M +$1.26M +8,151 New
GWS
1675
Glassman Wealth Services
Virginia
$1.22M +$16.1K +104 +1%
65 66
67
68 69