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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1676
Founders Financial Alliance
North Carolina
$1.48M +$8.56K +51 +0.6%
SCA
1677
STALEY CAPITAL ADVISERS
Pennsylvania
$1.48M – – –
EWM
1678
Edge Wealth Management
New York
$1.48M +$140K +831 +10%
CCM
1679
Cullen Capital Management
New York
$1.47M +$10.1K +60 +0.7%
TCBWMS
1680
Texas Capital Bank Wealth Management Services
Texas
$1.47M +$156K +927 +12%
MC
1681
Martin & Co
Tennessee
$1.46M -$107K -640 -7%
PHIC
1682
Pine Haven Investment Counsel
Massachusetts
$1.46M +$6.04K +36 +0.4%
VWA
1683
Visionary Wealth Advisors
Illinois
$1.46M +$51.9K +309 +4%
FFA
1684
Fragasso Financial Advisors
Pennsylvania
$1.45M -$116K -692 -7%
CWM
1685
Cornerstone Wealth Management
Missouri
$1.45M -$1.46M -8,709 -50%
MW
1686
Marcum Wealth
Ohio
$1.45M -$143K -854 -9%
IIM
1687
InTrack Investment Management
Vermont
$1.45M +$23K +137 +2%
PWM
1688
Perigon Wealth Management
California
$1.45M +$65.6K +391 +5%
WTB
1689
Washington Trust Bank
Washington
$1.45M -$33.7K -201 -2%
ECG
1690
Edge Capital Group
Georgia
$1.45M +$41.1K +245 +3%
PWMG
1691
Prestige Wealth Management Group
New Jersey
$1.44M +$923K +5,495 +176%
MS
1692
Madden Securities
Texas
$1.44M +$130K +775 +10%
AWM
1693
Aberdeen Wealth Management
Illinois
$1.44M +$168 +1 +0%
CCMD
1694
Cypress Capital Management (Delaware)
Delaware
$1.44M -$792K -4,720 -35%
CBT
1695
CoreFirst Bank & Trust
Kansas
$1.43M +$25.2K +150 +2%
SC
1696
SRB Corp
Massachusetts
$1.42M – – –
CIAS
1697
Capital Investment Advisory Services
North Carolina
$1.42M +$107K +639 +8%
ECA
1698
Elevated Capital Advisors
Utah
$1.42M +$1.43M +8,492 New
MSCM
1699
McElhenny Sheffield Capital Management
Texas
$1.42M -$504 -3 -0%
FM
1700
Foster & Motley
Ohio
$1.42M -$20.3K -121 -1%
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