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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
1776
New England Research & Management
Illinois
$812K – – –
SBWM
1777
Sunflower Bank Wealth Management
Arizona
$810K -$6.8K -50 -0.8%
AIM
1778
AIA Investment Management
Singapore
$808K +$59.9K +440 +8%
AFC
1779
AFT Forsyth & Company
Florida
$806K – – –
WI
1780
Wedgewood Investors
Pennsylvania
$805K – – –
BWP
1781
BSW Wealth Partners
Colorado
$803K -$17.7K -130 -2%
PFC
1782
Poplar Forest Capital
California
$801K – – –
LSAG
1783
Lake Street Advisors Group
New Hampshire
$801K +$40.1K +295 +5%
CFS
1784
CRA Financial Services
New Jersey
$800K +$2.31K +17 +0.3%
REMPR
1785
Roof Eidam Maycock Peralta (REMP)
California
$800K +$6.8K +50 +0.9%
ECM
1786
Elgethun Capital Management
South Dakota
$795K -$6.67K -49 -0.8%
NPP
1787
New Potomac Partners
Maryland
$794K +$53.1K +390 +7%
SSWG
1788
Seven Springs Wealth Group
Tennessee
$794K +$791K +5,811 New
HPC
1789
Hobart Private Capital
North Carolina
$791K -$521K -3,829 -40%
DE
1790
Day & Ennis
Georgia
$789K +$544 +4 +0.1%
FCFC
1791
First Commonwealth Financial Corp
Pennsylvania
$789K +$13.3K +98 +2%
BOS
1792
Bank of Stockton
California
$788K -$46.4K -341 -6%
PWPS
1793
Pinnacle Wealth Planning Services
Ohio
$787K +$96.9K +712 +14%
WFM
1794
Wolff Financial Management
Michigan
$786K +$24.6K +181 +3%
CLOS
1795
Compagnie Lombard Odier SCmA
Switzerland
$785K -$67.6K -497 -8%
H
1796
HoyleCohen
California
$785K -$52.1K -383 -6%
SAM
1797
Strategy Asset Managers
California
$785K +$98K +720 +14%
JGIA
1798
Jackson Grant Investment Advisers
Connecticut
$782K – – –
XF
1799
XML Financial
Maryland
$780K +$777K +5,708 New
LTI
1800
Laffer Tengler Investments
Tennessee
$780K +$6.67K +49 +0.9%
70 71
72
73 74