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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
1726
Ridgewood Investments
New Jersey
$798K -$541K -4,000 -38%
BG
1727
Berry Group
Massachusetts
$796K -$376K -2,784 -30%
PWPS
1728
Pinnacle Wealth Planning Services
Ohio
$793K +$115K +849 +15%
NL
1729
NVWM LLC
Pennsylvania
$792K +$13.4K +99 +2%
9WM
1730
9258 Wealth Management
Ohio
$791K -$42K -311 -5%
FMLI
1731
Fukoku Mutual Life Insurance
Japan
$790K – – –
SW
1732
SkyOak Wealth
Michigan
$786K -$270 -2 -0%
HB
1733
Horizon Bancorp
Indiana
$784K -$63K -466 -7%
IWP
1734
Icon Wealth Partners
Texas
$784K +$43.8K +324 +5%
EIP
1735
Ellis Investment Partners
Pennsylvania
$779K +$8.65K +64 +1%
FFG
1736
Frisch Financial Group
New York
$778K -$25.4K -188 -3%
AIA
1737
Angeles Investment Advisors
California
$774K -$41.1K -304 -5%
AWP
1738
Ascent Wealth Partners
New York
$772K -$23K -170 -3%
RC
1739
Reik & Co
New York
$772K +$11.5K +85 +1%
WCM
1740
Weik Capital Management
Pennsylvania
$770K -$23.6K -175 -3%
FMTC
1741
Farmers & Merchants Trust Company
California
$770K – – –
NFG
1742
Nations Financial Group
Iowa
$768K +$26.2K +194 +3%
SA
1743
Strategic Advisors
New York
$767K -$1.07M -7,919 -58%
EDRH
1744
Edmond de Rothschild Holding
Switzerland
$763K -$763K -5,643 -47%
CPA
1745
Clear Perspective Advisors
Illinois
$763K -$129K -954 -13%
CLOS
1746
Compagnie Lombard Odier SCmA
Switzerland
$761K +$79.3K +587 +10%
LP
1747
LMR Partners
United Kingdom
$758K +$817K +6,043 New
SAM
1748
Summit Asset Management
Tennessee
$757K +$3.11K +23 +0.4%
NPP
1749
New Potomac Partners
Maryland
$757K +$66.2K +490 +8%
OFG
1750
Oxford Financial Group
Indiana
$754K +$848K +6,275 New
68 69
70
71 72