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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
1726
Fukoku Mutual Life Insurance
Japan
$899K +$92.5K +680 +12%
PIG
1727
Pantheon Investment Group
California
$896K +$893K +6,560 New
SW
1728
SkyOak Wealth
Michigan
$894K +$890K +6,543 New
MPPLM
1729
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$894K +$1.19M +8,746 +497%
CC
1730
Cypress Capital
Tennessee
$891K +$37.6K +276 +4%
JWM
1731
Jupiter Wealth Management
Colorado
$890K – – –
AC
1732
Athanor Capital
New York
$888K -$122K -900 -12%
NL
1733
NVWM LLC
Pennsylvania
$888K +$826K +6,069 +1,428%
BCP
1734
Blackhawk Capital Partners
Wisconsin
$887K – – –
EIP
1735
Ellis Investment Partners
Pennsylvania
$887K +$6.8K +50 +0.8%
SWRP
1736
Summit Wealth & Retirement Planning
California
$885K -$408 -3 -0%
EI
1737
Ethic Inc
New York
$882K +$878K +6,450 New
APG
1738
Abacus Planning Group
South Carolina
$880K – – –
FIM
1739
Frontier Investment Management
Texas
$878K +$102K +750 +13%
FMTC
1740
Farmers & Merchants Trust Company
California
$876K -$549K -4,035 -39%
AF
1741
Allworth Financial
California
$872K +$64K +470 +8%
EWM
1742
Empirical Wealth Management
Washington
$871K +$236K +1,736 +37%
SRAM
1743
Spouting Rock Asset Management
Pennsylvania
$869K +$866K +6,361 New
RC
1744
Reik & Co
New York
$866K – – –
LWMM
1745
Legacy Wealth Management (Mississippi)
Mississippi
$866K +$862K +6,335 New
EIA
1746
Edgemoor Investment Advisors
Maryland
$864K -$98.3K -722 -10%
WWM
1747
Western Wealth Management
Colorado
$863K -$55.4K -407 -6%
GI
1748
Glovista Investments
New Jersey
$862K – – –
SAM
1749
Summit Asset Management
Tennessee
$858K +$544 +4 +0.1%
GHAM
1750
Gilman Hill Asset Management
Connecticut
$857K -$18.4K -135 -2%
68 69
70
71 72