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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1751
ShankerValleau Wealth Advisors
Illinois
$1.17M – – –
BOPW
1752
Brandywine Oak Private Wealth
Pennsylvania
$1.17M -$283K -1,984 -19%
GWCM
1753
Godshalk Welsh Capital Management
Pennsylvania
$1.17M -$59.3K -415 -5%
BWP
1754
Burling Wealth Partners
Illinois
$1.17M -$587K -4,110 -33%
BIG
1755
Brooklyn Investment Group
New York
$1.17M -$33.1K -232 -3%
LWM
1756
Lyell Wealth Management
California
$1.17M -$105K -738 -8%
WFI
1757
West Family Investments
California
$1.17M +$599K +4,197 +102%
MWA
1758
Meridian Wealth Advisors
Texas
$1.16M +$19.6K +137 +2%
NCM
1759
NCM Capital Management
New Jersey
$1.16M +$297K +2,078 +33%
FAT
1760
First American Trust
California
$1.16M +$116K +815 +11%
CCFM
1761
Clear Creek Financial Management
Washington
$1.16M +$54.7K +383 +5%
SPWM
1762
Schrum Private Wealth Management
Florida
$1.16M +$11.3K +79 +1%
ZIC
1763
ZWJ Investment Counsel
Georgia
$1.16M -$5.43K -38 -0.5%
GAM
1764
Griffin Asset Management
New York
$1.16M -$9K -63 -0.8%
EFIC
1765
Eliot Finkel Investment Counsel
California
$1.15M +$32.8K +230 +3%
FCB
1766
First County Bank
Connecticut
$1.15M +$59.7K +418 +5%
AAM
1767
AMI Asset Management
California
$1.15M +$270K +1,890 +30%
CIC
1768
Chilton Investment Company
Connecticut
$1.15M -$2.8M -19,617 -71%
ZI
1769
ZEGA Investments
Florida
$1.15M +$1.86K +13 +0.2%
VBCG
1770
Valley Brook Capital Group
Pennsylvania
$1.15M +$14.3K +100 +1%
IA
1771
IFC Advisors
California
$1.15M -$38.4K -269 -3%
PI
1772
Pettee Investors
Connecticut
$1.15M -$490K -3,432 -30%
PSB
1773
Piscataqua Savings Bank
New Hampshire
$1.14M -$7.57K -53 -0.6%
RGF
1774
Retirement Guys Formula
Ohio
$1.14M +$69.4K +486 +6%
GIP
1775
Greatmark Investment Partners
Georgia
$1.14M +$4.28K +30 +0.4%
69 70
71
72 73