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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
1701
Pine Haven Investment Counsel
Massachusetts
$1.46M – – –
LWM
1702
Lionsbridge Wealth Management
Florida
$1.45M -$110K -655 -7%
AWM
1703
Aberdeen Wealth Management
Illinois
$1.44M +$168 +1 +0%
CCMD
1704
Cypress Capital Management (Delaware)
Delaware
$1.43M – – –
WWA
1705
WCG Wealth Advisors
Nevada
$1.43M +$1.45M +8,592 New
JE
1706
JMAC Enterprises
Pennsylvania
$1.43M +$34.3K +204 +2%
APWM
1707
Atlas Private Wealth Management
New York
$1.43M +$19.9K +118 +1%
SC
1708
Shay Capital
New York
$1.42M +$589K +3,500 +70%
FFA
1709
Founders Financial Alliance
North Carolina
$1.41M -$57.6K -342 -4%
MFS
1710
McNamara Financial Services
Massachusetts
$1.41M +$9.09K +54 +0.6%
MSCM
1711
McElhenny Sheffield Capital Management
Texas
$1.41M – – –
FFA
1712
Fragasso Financial Advisors
Pennsylvania
$1.41M -$37.4K -222 -3%
BIP
1713
Blueprint Investment Partners
North Carolina
$1.41M -$186K -1,103 -12%
ICM
1714
IMS Capital Management
Oregon
$1.41M +$57.4K +341 +4%
BO
1715
BRR OpCo
Ohio
$1.4M +$19K +113 +1%
ACP
1716
Aviance Capital Partners
Florida
$1.39M – – –
LAIC
1717
Lederer & Associates Investment Counsel
California
$1.39M +$6.06K +36 +0.4%
AIM
1718
Aurora Investment Managers
Florida
$1.39M +$17.3K +103 +1%
WAM
1719
WNY Asset Management
New York
$1.39M +$15.3K +91 +1%
HVP
1720
Hudson Value Partners
Florida
$1.39M -$158K -939 -10%
RFA
1721
Resurgent Financial Advisors
Georgia
$1.39M +$330K +1,959 +31%
GLLW
1722
Graves Light Lenhart Wealth
Virginia
$1.38M -$4.71K -28 -0.3%
PB
1723
Pinnacle Bancorp
Nebraska
$1.38M +$121K +717 +9%
LSPW
1724
Lake Street Private Wealth
Illinois
$1.38M -$24.4K -145 -2%
PTC
1725
Philadelphia Trust Company
Pennsylvania
$1.38M +$33.7K +200 +2%
67 68
69
70 71