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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
1726
Berry Group
Massachusetts
$796K -$376K -2,784 -30%
PWPS
1727
Pinnacle Wealth Planning Services
Ohio
$793K +$115K +849 +15%
NL
1728
NVWM LLC
Pennsylvania
$792K +$13.4K +99 +2%
9WM
1729
9258 Wealth Management
Ohio
$791K -$42K -311 -5%
FMLI
1730
Fukoku Mutual Life Insurance
Japan
$790K – – –
SW
1731
SkyOak Wealth
Michigan
$786K -$270 -2 -0%
HB
1732
Horizon Bancorp
Indiana
$784K -$63K -466 -7%
IWP
1733
Icon Wealth Partners
Texas
$784K +$43.8K +324 +5%
EIP
1734
Ellis Investment Partners
Pennsylvania
$779K +$8.65K +64 +1%
FFG
1735
Frisch Financial Group
New York
$778K -$25.4K -188 -3%
AIA
1736
Angeles Investment Advisors
California
$774K -$41.1K -304 -5%
AWP
1737
Ascent Wealth Partners
New York
$772K -$23K -170 -3%
RC
1738
Reik & Co
New York
$772K +$11.5K +85 +1%
WCM
1739
Weik Capital Management
Pennsylvania
$770K -$23.6K -175 -3%
FMTC
1740
Farmers & Merchants Trust Company
California
$770K – – –
NFG
1741
Nations Financial Group
Iowa
$768K +$26.2K +194 +3%
SA
1742
Strategic Advisors
New York
$767K -$1.07M -7,919 -58%
EDRH
1743
Edmond de Rothschild Holding
Switzerland
$763K -$763K -5,643 -47%
CPA
1744
Clear Perspective Advisors
Illinois
$763K -$129K -954 -13%
CLOS
1745
Compagnie Lombard Odier SCmA
Switzerland
$761K +$79.3K +587 +10%
LP
1746
LMR Partners
United Kingdom
$758K +$817K +6,043 New
SAM
1747
Summit Asset Management
Tennessee
$757K +$3.11K +23 +0.4%
NPP
1748
New Potomac Partners
Maryland
$757K +$66.2K +490 +8%
OFG
1749
Oxford Financial Group
Indiana
$754K +$848K +6,275 New
SWM
1750
Segment Wealth Management
Texas
$750K -$753K -5,575 -47%
68 69
70
71 72