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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
1726
Sciencast Management
New Jersey
$1.53M +$1.5M +9,023 New
WFI
1727
West Family Investments
California
$1.53M -$56.4K -340 -4%
LSPW
1728
Lake Street Private Wealth
Illinois
$1.53M -$49.4K -298 -3%
MCM
1729
Monarch Capital Management
Indiana
$1.52M -$8.96K -54 -0.6%
MIM
1730
Morningstar Investment Management
Illinois
$1.52M +$958K +5,778 +182%
MA
1731
MCF Advisors
Kentucky
$1.52M +$158K +955 +12%
KC
1732
Kingfisher Capital
North Carolina
$1.51M +$2.82K +17 +0.2%
EFIC
1733
Eliot Finkel Investment Counsel
California
$1.51M -$50.6K -305 -3%
EWM
1734
Elmwood Wealth Management
California
$1.51M -$850K -5,125 -37%
THWM
1735
Taylor Hoffman Wealth Management
Virginia
$1.5M +$25.9K +156 +2%
OA
1736
Oxbow Advisors
Texas
$1.5M +$995 +6 +0.1%
RIL
1737
Rothschild Investment LLC
Illinois
$1.5M -$815K -4,915 -36%
SFG
1738
StrategIQ Financial Group
Indiana
$1.5M +$2.98K +18 +0.2%
WAM
1739
WNY Asset Management
New York
$1.49M +$23.2K +140 +2%
BFC
1740
Blue Fin Capital
Rhode Island
$1.49M -$63.4K -382 -4%
MSFS
1741
Main Street Financial Solutions
Pennsylvania
$1.49M -$17.1K -103 -1%
CIAS
1742
Capital Investment Advisory Services
North Carolina
$1.49M +$39K +235 +3%
GSB
1743
Greenfield Savings Bank
Massachusetts
$1.49M -$332 -2 -0%
ACP
1744
Aviance Capital Partners
Florida
$1.48M -$170K -1,026 -11%
AIC
1745
Argus Investors Counsel
New York
$1.48M +$11.3K +68 +0.8%
TPWM
1746
Twelve Points Wealth Management
Massachusetts
$1.48M +$21.9K +132 +2%
ACM
1747
Accent Capital Management
Ohio
$1.48M +$1.44M +8,702 New
MLA
1748
My Legacy Advisors
Oregon
$1.48M +$7.13K +43 +0.5%
LWM
1749
Lionsbridge Wealth Management
Florida
$1.48M +$33.3K +201 +2%
MPPLM
1750
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.47M +$74K +446 +5%
68 69
70
71 72