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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1751
Signet Financial Management
New Jersey
$1.41M -$15K -87 -1%
MCM
1752
Monarch Capital Management
Indiana
$1.41M – – –
SEP
1753
Southland Equity Partners
Missouri
$1.41M +$423K +2,449 +40%
ACI
1754
Alpha Cubed Investments
California
$1.41M +$154K +895 +12%
CFCI
1755
Comprehensive Financial Consultants Institutional
Indiana
$1.41M +$103K +597 +8%
WFS
1756
Widmann Financial Services
Maryland
$1.4M +$1.9K +11 +0.1%
KIG
1757
Kowal Investment Group
Wisconsin
$1.4M +$89.4K +518 +7%
RSA
1758
River Street Advisors
Illinois
$1.4M +$50.6K +293 +4%
AAM
1759
Augustine Asset Management
Florida
$1.4M +$1.46M +8,474 New
NL
1760
NVWM LLC
Pennsylvania
$1.39M +$72.1K +418 +5%
WCM
1761
Wunderlich Capital Managemnt
Tennessee
$1.39M +$114K +662 +9%
SMA
1762
Sage Mountain Advisors
Georgia
$1.39M +$266K +1,540 +22%
EFIC
1763
Eliot Finkel Investment Counsel
California
$1.39M -$15.5K -90 -1%
AF
1764
Advisornet Financial
Minnesota
$1.38M +$24.3K +141 +2%
AW
1765
Atlas Wealth
Ohio
$1.38M +$734K +4,252 +100%
AGP
1766
Autumn Glory Partners
Texas
$1.38M -$158K -914 -10%
NHC
1767
Nicholas Hoffman & Company
Georgia
$1.38M +$173 +1 +0%
THWM
1768
Taylor Hoffman Wealth Management
Virginia
$1.38M +$7.77K +45 +0.5%
SWA
1769
ShankerValleau Wealth Advisors
Illinois
$1.37M – – –
MC
1770
Martin & Co
Tennessee
$1.37M -$6.9K -40 -0.5%
PP
1771
Patron Partners
Texas
$1.37M -$22.8K -132 -2%
SWM
1772
Segment Wealth Management
Texas
$1.37M -$27.1K -157 -2%
ITIM
1773
Indiana Trust & Investment Management
Indiana
$1.37M -$49.7K -288 -3%
DDC
1774
DF Dent & Co
Maryland
$1.37M -$6.21K -36 -0.4%
AIM
1775
Acropolis Investment Management
Missouri
$1.37M +$1.04K +6 +0.1%
69 70
71
72 73