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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1726
Weik Capital Management
Pennsylvania
$901K – – –
FMLI
1727
Fukoku Mutual Life Insurance
Japan
$899K +$92.5K +680 +12%
PIG
1728
Pantheon Investment Group
California
$896K +$893K +6,560 New
SW
1729
SkyOak Wealth
Michigan
$894K +$890K +6,543 New
MPPLM
1730
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$894K +$1.19M +8,746 +497%
CC
1731
Cypress Capital
Tennessee
$891K +$37.6K +276 +4%
JWM
1732
Jupiter Wealth Management
Colorado
$890K – – –
AC
1733
Athanor Capital
New York
$888K -$122K -900 -12%
NL
1734
NVWM LLC
Pennsylvania
$888K +$826K +6,069 +1,428%
BCP
1735
Blackhawk Capital Partners
Wisconsin
$887K – – –
EIP
1736
Ellis Investment Partners
Pennsylvania
$887K +$6.8K +50 +0.8%
SWRP
1737
Summit Wealth & Retirement Planning
California
$885K -$408 -3 -0%
EI
1738
Ethic Inc
New York
$882K +$878K +6,450 New
APG
1739
Abacus Planning Group
South Carolina
$880K – – –
FIM
1740
Frontier Investment Management
Texas
$878K +$102K +750 +13%
FMTC
1741
Farmers & Merchants Trust Company
California
$876K -$549K -4,035 -39%
AF
1742
Allworth Financial
California
$872K +$64K +470 +8%
EWM
1743
Empirical Wealth Management
Washington
$871K +$236K +1,736 +37%
SRAM
1744
Spouting Rock Asset Management
Pennsylvania
$869K +$866K +6,361 New
RC
1745
Reik & Co
New York
$866K – – –
LWMM
1746
Legacy Wealth Management (Mississippi)
Mississippi
$866K +$862K +6,335 New
EIA
1747
Edgemoor Investment Advisors
Maryland
$864K -$98.3K -722 -10%
WWM
1748
Western Wealth Management
Colorado
$863K -$55.4K -407 -6%
GI
1749
Glovista Investments
New Jersey
$862K – – –
SAM
1750
Summit Asset Management
Tennessee
$858K +$544 +4 +0.1%
68 69
70
71 72