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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
1651
New England Research & Management
Illinois
$1.56M -$606K -3,600 -28%
SPWM
1652
Schrum Private Wealth Management
Florida
$1.56M -$8.92K -53 -0.6%
AWM
1653
Angeles Wealth Management
California
$1.56M -$2.52K -15 -0.2%
GWS
1654
Glassman Wealth Services
Virginia
$1.56M +$1.85K +11 +0.1%
WFI
1655
West Family Investments
California
$1.55M +$28.8K +171 +2%
PWMG
1656
Prestige Wealth Management Group
New Jersey
$1.55M +$114K +676 +8%
NL
1657
NVWM LLC
Pennsylvania
$1.55M +$7.58K +45 +0.5%
BAM
1658
Beaumont Asset Management
Texas
$1.55M +$11.8K +70 +0.8%
AIM
1659
Alhambra Investment Management
Florida
$1.54M -$14.3K -85 -0.9%
VWM
1660
Vigilare Wealth Management
Arizona
$1.54M +$137K +816 +10%
LIM
1661
Loudon Investment Management
New Hampshire
$1.54M -$55.4K -329 -3%
PWM
1662
Perigon Wealth Management
California
$1.53M +$84.7K +503 +6%
ZCA
1663
Zeke Capital Advisors
Pennsylvania
$1.52M +$673 +4 +0%
CPIG
1664
Chicago Partners Investment Group
Illinois
$1.52M +$16.7K +99 +1%
MPIA
1665
Mountain Pacific Investment Advisers
Idaho
$1.52M -$185K -1,100 -11%
MWM
1666
Madison Wealth Management
Ohio
$1.51M +$21.2K +126 +1%
ABP
1667
Arthur B. Page
$1.51M -$44.9K -267 -3%
RCC
1668
Red Cedar Capital
Nebraska
$1.51M – – –
SC
1669
SRB Corp
Massachusetts
$1.51M +$94.9K +564 +7%
PSB
1670
Piscataqua Savings Bank
New Hampshire
$1.5M +$13.5K +80 +0.9%
SWA
1671
ShankerValleau Wealth Advisors
Illinois
$1.5M – – –
BFC
1672
Blue Fin Capital
Rhode Island
$1.5M -$13.8K -82 -0.9%
OWP
1673
Obermeyer Wealth Partners
Colorado
$1.5M +$9.26K +55 +0.6%
VWA
1674
Visionary Wealth Advisors
Illinois
$1.5M +$48.8K +290 +3%
BCM
1675
Birch Capital Management
Texas
$1.5M -$52K -309 -3%
65 66
67
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