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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CST
1726
Charles Schwab Trust
Nevada
$1.07M -$82.7K -603 -7%
PTC
1727
Philadelphia Trust Company
Pennsylvania
$1.07M -$383K -2,794 -27%
NFG
1728
Nadler Financial Group
Illinois
$1.07M -$16.5K -120 -2%
MWM
1729
Madison Wealth Management
Ohio
$1.06M -$27.7K -202 -3%
BAS
1730
Brown Advisory Securities
Maryland
$1.06M +$25.7K +187 +3%
IWA
1731
IVC Wealth Advisors
Pennsylvania
$1.06M +$33.3K +243 +3%
SPFA
1732
Summit Place Financial Advisors
New Jersey
$1.06M -$871K -6,350 -46%
AWA
1733
Arkadios Wealth Advisors
Georgia
$1.06M +$26.2K +191 +3%
APW
1734
Acima Private Wealth
Virginia
$1.05M – – –
CHA
1735
Carmichael Hill & Associates
Maryland
$1.05M – – –
PFC
1736
Phocas Financial Corp
California
$1.05M – – –
NB
1737
Nicolet Bankshares
Wisconsin
$1.05M +$31.3K +228 +3%
OWP
1738
Obermeyer Wealth Partners
Colorado
$1.04M +$516K +3,761 +104%
KFA
1739
Kelleher Financial Advisors
New York
$1.04M – – –
GI
1740
Gradient Investments
Minnesota
$1.04M +$112K +813 +12%
NL
1741
NVWM LLC
Pennsylvania
$1.03M +$52.4K +382 +6%
GCM
1742
Gables Capital Management
Florida
$1.03M – – –
CCM
1743
Campbell Capital Management
Florida
$1.02M +$233K +1,700 +31%
RBFC
1744
Roman Butler Fullerton & Co
Missouri
$1.02M -$32.2K -235 -3%
QCIG
1745
Quad-Cities Investment Group
Iowa
$1.02M +$686 +5 +0.1%
WTB
1746
Washington Trust Bank
Washington
$1.01M -$16.9K -123 -2%
CIAS
1747
Capital Investment Advisory Services
North Carolina
$1.01M -$27.7K -202 -3%
SG
1748
Somerset Group
Minnesota
$1.01M – – –
AC
1749
Alexandria Capital
Virginia
$1.01M -$60.8K -443 -6%
NERM
1750
New England Research & Management
Illinois
$1.01M -$10.7K -78 -1%
68 69
70
71 72