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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1701
Oxbow Advisors
Texas
$1.61M – – –
SAM
1702
S.A. Mason
Michigan
$1.61M +$1.25K +7 +0.1%
LWM
1703
Lionsbridge Wealth Management
Florida
$1.61M +$31.6K +177 +2%
WTB
1704
Washington Trust Bank
Washington
$1.61M +$9.81K +55 +0.6%
MFS
1705
McNamara Financial Services
Massachusetts
$1.61M – – –
MFWP
1706
Mosaic Family Wealth Partners
Missouri
$1.6M +$1.58M +8,851 New
TWM
1707
Triton Wealth Management
Arizona
$1.6M -$10.5K -59 -0.6%
LIM
1708
Loudon Investment Management
New Hampshire
$1.6M -$71.9K -403 -4%
LWA
1709
Lineweaver Wealth Advisors
Ohio
$1.59M -$60.5K -339 -4%
LJCM
1710
Lee Johnson Capital Management
Texas
$1.59M +$82.6K +463 +6%
CCM
1711
Cullen Capital Management
New York
$1.59M +$9.81K +55 +0.6%
LPAM
1712
Lodestar Private Asset Management
California
$1.59M +$1.57M +8,809 New
IA
1713
IFG Advisory
Georgia
$1.59M -$674K -3,778 -30%
KFI
1714
Key Financial Inc
Pennsylvania
$1.59M – – –
WPA
1715
West Paces Advisors
Georgia
$1.59M +$4.99K +28 +0.3%
JSC
1716
Jackson Square Capital
California
$1.59M -$25.5K -143 -2%
JWM
1717
Jeppson Wealth Management
California
$1.58M -$31.2K -175 -2%
BFC
1718
Blue Fin Capital
Rhode Island
$1.58M -$37.5K -210 -2%
PIM
1719
Perpetual Investment Management
Australia
$1.58M -$375K -2,100 -19%
ACL
1720
Applied Capital LLC
Florida
$1.58M +$1.56M +8,753 New
AIC
1721
Argus Investors Counsel
New York
$1.57M – – –
EWM
1722
Edge Wealth Management
New York
$1.57M – – –
PSB
1723
Piscataqua Savings Bank
New Hampshire
$1.57M -$29.6K -166 -2%
SIA
1724
Schechter Investment Advisors
Michigan
$1.57M +$22.1K +124 +1%
DR
1725
Davis Rea
Ontario, Canada
$1.57M -$9.99K -56 -0.6%
67 68
69
70 71