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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1651
Calamos Wealth Management
Illinois
$1.73M -$73.9K -423 -4%
CNAM
1652
Campbell Newman Asset Management
Wisconsin
$1.72M – – –
MCM
1653
Monarch Capital Management
Indiana
$1.72M -$166K -950 -9%
IGWM
1654
ICA Group Wealth Management
Colorado
$1.72M +$68.2K +390 +4%
SWM
1655
Stockman Wealth Management
Montana
$1.72M -$149K -850 -8%
SEM
1656
Suncoast Equity Management
Florida
$1.72M +$187K +1,067 +13%
EFIC
1657
Eliot Finkel Investment Counsel
California
$1.72M -$22.7K -130 -1%
WCA
1658
Westover Capital Advisors
Delaware
$1.71M -$10.3K -59 -0.6%
LSPW
1659
Lake Street Private Wealth
Illinois
$1.71M -$23.2K -133 -1%
WA
1660
Waverly Advisors
Alabama
$1.71M +$80.2K +459 +5%
BFC
1661
Blue Fin Capital
Rhode Island
$1.71M +$12.6K +72 +0.8%
PPWM
1662
Paragon Private Wealth Management
Kentucky
$1.7M +$186K +1,063 +13%
RA
1663
Rockingstone Advisors
Massachusetts
$1.7M +$29.7K +170 +2%
APWM
1664
Atlas Private Wealth Management
New York
$1.7M +$17.5K +100 +1%
TWM
1665
Triton Wealth Management
Arizona
$1.69M +$24.5K +140 +2%
AIM
1666
Alhambra Investment Management
Florida
$1.69M -$29.7K -170 -2%
HGERS
1667
Householder Group Estate & Retirement Specialist
Arizona
$1.69M +$1.62M +9,242 New
WFI
1668
West Family Investments
California
$1.68M +$8.22K +47 +0.5%
IWA
1669
Intercontinental Wealth Advisors
Texas
$1.68M -$22.4K -128 -1%
ITIM
1670
Indiana Trust & Investment Management
Indiana
$1.68M -$75K -429 -4%
MC
1671
Martin & Co
Tennessee
$1.67M -$26.7K -153 -2%
WTB
1672
Washington Trust Bank
Washington
$1.67M +$43K +246 +3%
PHIC
1673
Pine Haven Investment Counsel
Massachusetts
$1.66M +$30.2K +173 +2%
TWP
1674
Tempus Wealth Planning
California
$1.66M -$46K -263 -3%
BP
1675
BBR Partners
New York
$1.66M -$50.3K -288 -3%
65 66
67
68 69