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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DMC
1726
Drexel Morgan & Co
Pennsylvania
$748K +$930 +7 +0.1%
TW
1727
TrinityPoint Wealth
Connecticut
$748K +$44.4K +334 +6%
S
1728
SimplyRich
California
$746K – – –
QCM
1729
Quest Capital Management
Texas
$744K -$47.6K -358 -6%
CA
1730
Cornerstone Advisory
Maryland
$743K -$4.65K -35 -0.6%
CPC
1731
Congress Park Capital
New York
$743K – – –
NPP
1732
New Potomac Partners
Maryland
$743K – – –
KC
1733
Kingfisher Capital
North Carolina
$743K +$4.38K +33 +0.6%
VCM
1734
Versant Capital Management
Arizona
$742K -$3.45K -26 -0.5%
PWMAG
1735
Pinnacle Wealth Management Advisory Group
New Jersey
$741K +$75.1K +565 +12%
TW
1736
Transform Wealth
Colorado
$739K -$219K -1,648 -23%
LA
1737
Legacy Advisors
Pennsylvania
$738K -$73.5K -553 -9%
TL
1738
TrueWealth LLC
Georgia
$737K +$266 +2 +0%
BIM
1739
Baldwin Investment Management
Pennsylvania
$735K -$16.6K -125 -2%
TCM
1740
TD Capital Management
Tennessee
$734K -$476K -3,580 -40%
CT
1741
Clearstead Trust
Maine
$733K – – –
BPM
1742
Bowling Portfolio Management
Ohio
$732K -$30K -226 -4%
PBO
1743
Peoples Bank (Ohio)
Ohio
$731K -$4.38K -33 -0.6%
BWP
1744
Bernardo Wealth Planning
Pennsylvania
$730K -$12.5K -94 -2%
LSAG
1745
Lake Street Advisors Group
New Hampshire
$730K +$24.4K +184 +3%
MWM
1746
Meridian Wealth Management
Kentucky
$730K +$134K +1,005 +23%
WIA
1747
Westbourne Investment Advisors
Maryland
$729K -$39.9K -300 -5%
SIG
1748
Sargent Investment Group
Maryland
$728K +$63.1K +475 +10%
XS
1749
XR Securities
Illinois
$728K +$175K +1,315 +33%
HPWM
1750
Highland Private Wealth Management
Washington
$726K +$33.7K +254 +5%
68 69
70
71 72