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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1701
Strategic Investment Advisors
Michigan
$1.15M -$191K -1,276 -13%
BTC
1702
Bank & Trust Company
Illinois
$1.15M +$38.6K +258 +3%
MDA
1703
Minot DeBlois Advisors
Massachusetts
$1.14M -$2.84K -19 -0.2%
FCCM
1704
First City Capital Management
Georgia
$1.14M -$92.3K -617 -7%
MC
1705
Martin & Co
Tennessee
$1.14M -$7.18K -48 -0.6%
SFP
1706
Shepherd Financial Partners
Massachusetts
$1.14M +$168K +1,121 +15%
WFS
1707
Widmann Financial Services
Maryland
$1.14M +$5.98K +40 +0.5%
AIMA
1708
Ables Iannone Moore & Associates
Georgia
$1.14M -$41.9K -280 -3%
SPFA
1709
Summit Place Financial Advisors
New Jersey
$1.14M -$15.8K -106 -1%
7WCP
1710
71 West Capital Partners
Massachusetts
$1.13M +$383K +2,560 +44%
BBA
1711
Baader Bank Aktiengesellschaft
Germany
$1.13M +$675K +4,512 +117%
SWA
1712
ShankerValleau Wealth Advisors
Illinois
$1.13M – – –
GWCM
1713
Godshalk Welsh Capital Management
Pennsylvania
$1.13M -$11.2K -75 -0.9%
CC
1714
Copos Capital
$1.13M +$1.24M +8,322 New
TFG
1715
Taylor Financial Group
Virginia
$1.13M -$21.5K -144 -2%
TWP
1716
Tempus Wealth Planning
California
$1.13M +$29K +194 +2%
ATS
1717
Ashton Thomas Securities
New York
$1.13M -$242K -1,619 -16%
DBIA
1718
Dumont & Blake Investment Advisors
New Jersey
$1.13M -$58K -388 -4%
BI
1719
Ballast Inc
Kentucky
$1.12M -$79.8K -534 -6%
WFI
1720
West Family Investments
California
$1.12M +$441K +2,950 +55%
PAG
1721
Powers Advisory Group
Illinois
$1.12M -$13.2K -88 -1%
III
1722
Independent Investors Inc
New York
$1.12M -$1.49M -9,950 -55%
SWM
1723
Segment Wealth Management
Texas
$1.12M -$28.7K -192 -2%
EPW
1724
Elevated Private Wealth
Wisconsin
$1.12M +$1.23M +8,235 New
MCM
1725
Manchester Capital Management
Vermont
$1.11M -$10K -67 -0.8%
67 68
69
70 71