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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
1751
Pflug Koory
Nebraska
$1.57M -$31.5K -187 -2%
MIM
1752
Morningstar Investment Management
Illinois
$1.57M – – –
MLA
1753
My Legacy Advisors
Oregon
$1.56M +$7.24K +43 +0.5%
OA
1754
Oxbow Advisors
Texas
$1.56M +$14.1K +84 +1%
DTC
1755
Davidson Trust Company
Washington
$1.56M +$252K +1,494 +20%
PAM
1756
Paradigm Asset Management
New York
$1.56M -$50.5K -300 -3%
LSPW
1757
Lake Street Private Wealth
Illinois
$1.55M -$23.6K -140 -2%
JSC
1758
Jackson Square Capital
California
$1.54M -$463K -2,750 -24%
MWA
1759
Moser Wealth Advisors
Washington
$1.54M +$28.3K +168 +2%
FFA
1760
Founders Financial Alliance
North Carolina
$1.54M +$128K +762 +9%
BFC
1761
Blue Fin Capital
Rhode Island
$1.54M -$673 -4 -0%
TPWM
1762
Twelve Points Wealth Management
Massachusetts
$1.53M +$10.1K +60 +0.7%
AWM
1763
Accurate Wealth Management
Florida
$1.53M -$134K -797 -8%
WAM
1764
WNY Asset Management
New York
$1.53M -$7.41K -44 -0.5%
PP
1765
PDS Planning
Ohio
$1.53M +$37.7K +224 +3%
BSAM
1766
Blue Square Asset Management
New York
$1.53M -$93.4K -555 -6%
MW
1767
Marcum Wealth
Ohio
$1.52M -$70K -416 -5%
CWM
1768
Congress Wealth Management
Massachusetts
$1.52M -$242K -1,435 -14%
MAA
1769
Matrix Asset Advisors
New York
$1.52M +$1.46M +8,686 New
SFS
1770
Stiles Financial Services
Minnesota
$1.52M +$413K +2,452 +39%
MPI
1771
Mairs & Power Inc
Minnesota
$1.52M -$93.6K -556 -6%
KIC
1772
Keating Investment Counselors
Florida
$1.52M -$1.03M -6,125 -41%
SFM
1773
Signet Financial Management
New Jersey
$1.51M +$31.5K +187 +2%
AIC
1774
Argus Investors Counsel
New York
$1.51M -$12.6K -75 -0.9%
GSB
1775
Greenfield Savings Bank
Massachusetts
$1.51M -$22.6K -134 -2%
69 70
71
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