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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIA
1751
Cornell Pochily Investment Advisors
New York
$851K -$22.2K -163 -3%
LMAM
1752
Legg Mason Asset Management
Japan
$849K +$64K +470 +8%
IWP
1753
Icon Wealth Partners
Texas
$848K +$6.26K +46 +0.7%
AW
1754
Alpha Windward
Massachusetts
$848K +$10.8K +79 +1%
NFG
1755
Nations Financial Group
Iowa
$848K +$45.3K +333 +6%
DBRC
1756
D.B. Root & Company
Pennsylvania
$847K -$6.53K -48 -0.8%
IIC
1757
Integrated Investment Consultants
Michigan
$846K -$118K -869 -12%
9WM
1758
9258 Wealth Management
Ohio
$846K +$256K +1,883 +44%
BL
1759
BFSG LLC
California
$844K +$125K +920 +18%
MFG
1760
Menard Financial Group
Texas
$840K +$836K +6,144 New
AIA
1761
Angeles Investment Advisors
California
$834K +$58K +426 +8%
MCM
1762
Marathon Capital Management
Maryland
$832K +$490K +3,598 +144%
CCM
1763
Cox Capital Management
Massachusetts
$830K -$1.91K -14 -0.2%
AAS
1764
Annex Advisory Services
Wisconsin
$830K +$20.7K +152 +3%
PW
1765
Price Wealth
Texas
$823K +$40.8K +300 +5%
VCM
1766
Virtue Capital Management
Tennessee
$822K -$491K -3,610 -37%
OIWM
1767
OptiFour Integrated Wealth Management
Virginia
$821K – – –
RCM
1768
Radnor Capital Management
Pennsylvania
$821K – – –
SLA
1769
Silver Lake Advisory
Utah
$820K -$27.5K -202 -3%
ATWA
1770
Arbor Trust Wealth Advisors
Michigan
$820K +$810K +5,955 New
MC
1771
Miles Capital
Iowa
$818K -$41K -301 -5%
GTAM
1772
Global Trust Asset Management
Florida
$818K – – –
RM
1773
Resource Management
Louisiana
$817K -$37.2K -273 -4%
HIS
1774
Harvest Investment Services
Illinois
$817K +$2.99K +22 +0.4%
WAG
1775
Winthrop Advisory Group
Massachusetts
$814K +$817 +6 +0.1%
69 70
71
72 73