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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1651
Arrow Financial
New York
$1.42M -$86K -585 -6%
WIS
1652
Wright Investors Service
Connecticut
$1.42M -$4.11K -28 -0.3%
SB
1653
Strategic Blueprint
Georgia
$1.41M -$489K -3,326 -25%
FUBT
1654
First United Bank & Trust
Maryland
$1.41M -$52K -354 -3%
AO
1655
Advisor OS
Illinois
$1.41M +$95.8K +652 +7%
GRQ
1656
Gardner Russo & Quinn
Pennsylvania
$1.41M -$171K -1,166 -11%
CFCI
1657
Comprehensive Financial Consultants Institutional
Indiana
$1.41M +$14.5K +99 +1%
SPF
1658
South Plains Financial
Texas
$1.4M +$6.46K +44 +0.5%
WPC
1659
Wedmont Private Capital
Pennsylvania
$1.4M +$73.3K +499 +5%
RZH
1660
Relyea Zuckerberg Hanson
Connecticut
$1.4M +$34.2K +233 +2%
WIM
1661
Walsky Investment Management
Pennsylvania
$1.39M +$1.42M +9,673 New
B
1662
Birchbrook
Maine
$1.39M -$109K -739 -7%
CCFM
1663
Clear Creek Financial Management
Washington
$1.39M +$206K +1,404 +17%
SCA
1664
Stonebridge Capital Advisors
Minnesota
$1.39M -$31.4K -214 -2%
FCH
1665
Freestone Capital Holdings
Washington
$1.38M -$123K -835 -8%
KFI
1666
Key Financial Inc
Pennsylvania
$1.38M +$2.65K +18 +0.2%
SWK
1667
Stephen W. Kidder
$1.38M -$113K -770 -7%
FFS
1668
Flavin Financial Services
Florida
$1.38M -$35.7K -243 -2%
BFA
1669
Beacon Financial Advisory
Ohio
$1.37M +$970K +6,599 +222%
IPW
1670
Inlet Private Wealth
Florida
$1.37M -$7.35K -50 -0.5%
AFT
1671
Alpha Family Trust
California
$1.37M – – –
PWM
1672
Peterson Wealth Management
Nevada
$1.37M -$493K -3,354 -26%
SQA
1673
Simon Quick Advisors
New Jersey
$1.37M -$771K -5,246 -36%
CGL
1674
Clarius Group LLC
Washington
$1.37M -$203K -1,385 -13%
AC
1675
Avestar Capital
New York
$1.36M +$141K +958 +11%
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