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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1751
Havemeyer Place
Connecticut
$1.24M +$1.26M +8,607 New
MPWS
1752
McCarter Private Wealth Services
Massachusetts
$1.23M +$236K +1,609 +23%
LFA
1753
Legacy Financial Advisors
Kentucky
$1.23M +$118K +805 +10%
FSA
1754
Fort Sheridan Advisors
Illinois
$1.22M +$238K +1,620 +24%
EWM
1755
Evermay Wealth Management
Virginia
$1.22M -$179K -1,217 -13%
MFWP
1756
Mosaic Family Wealth Partners
Missouri
$1.21M -$3.53K -24 -0.3%
GWCM
1757
Godshalk Welsh Capital Management
Pennsylvania
$1.21M +$14.7K +100 +1%
MDA
1758
Minot DeBlois Advisors
Massachusetts
$1.21M -$1.47K -10 -0.1%
MC
1759
Martin & Co
Tennessee
$1.21M +$43K +293 +4%
FIB
1760
First Interstate Bank
Montana
$1.21M -$24.7K -168 -2%
FBB
1761
Fulton Breakefield Broenniman
Maryland
$1.2M -$339K -2,304 -22%
PP
1762
Patron Partners
Texas
$1.2M -$4.41K -30 -0.4%
WFS
1763
Widmann Financial Services
Maryland
$1.2M -$11.8K -80 -0.9%
BWM
1764
BKM Wealth Management
Wisconsin
$1.2M -$329K -2,240 -21%
WC
1765
Waterloo Capital
Texas
$1.2M +$95.4K +649 +8%
FWA
1766
FSM Wealth Advisors
Ohio
$1.2M -$226K -1,539 -16%
SWA
1767
ShankerValleau Wealth Advisors
Illinois
$1.2M – – –
BOJHT
1768
Bank of Jackson Hole Trust
Wyoming
$1.19M -$66.7K -454 -5%
BWP
1769
Burling Wealth Partners
Illinois
$1.19M -$6.02K -41 -0.5%
NCM
1770
NCM Capital Management
New Jersey
$1.19M – – –
SFS
1771
Stiles Financial Services
Minnesota
$1.19M -$462K -3,141 -28%
PAG
1772
Powers Advisory Group
Illinois
$1.18M +$22.8K +155 +2%
PFGIA
1773
Patriot Financial Group Insurance Agency
Massachusetts
$1.18M -$607K -4,134 -33%
TC
1774
Trust Company
Kansas
$1.18M +$454K +3,093 +60%
PI
1775
Pettee Investors
Connecticut
$1.18M +$13.4K +91 +1%
69 70
71
72 73