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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1776
Winthrop Advisory Group
Massachusetts
$814K +$817 +6 +0.1%
NERM
1777
New England Research & Management
Illinois
$812K – – –
SBWM
1778
Sunflower Bank Wealth Management
Arizona
$810K -$6.8K -50 -0.8%
AIM
1779
AIA Investment Management
Singapore
$808K +$59.9K +440 +8%
AFC
1780
AFT Forsyth & Company
Florida
$806K – – –
WI
1781
Wedgewood Investors
Pennsylvania
$805K – – –
BWP
1782
BSW Wealth Partners
Colorado
$803K -$17.7K -130 -2%
PFC
1783
Poplar Forest Capital
California
$801K – – –
LSAG
1784
Lake Street Advisors Group
New Hampshire
$801K +$40.1K +295 +5%
CFS
1785
CRA Financial Services
New Jersey
$800K +$2.31K +17 +0.3%
REMPR
1786
Roof Eidam Maycock Peralta (REMP)
California
$800K +$6.8K +50 +0.9%
ECM
1787
Elgethun Capital Management
South Dakota
$795K -$6.67K -49 -0.8%
NPP
1788
New Potomac Partners
Maryland
$794K +$53.1K +390 +7%
SSWG
1789
Seven Springs Wealth Group
Tennessee
$794K +$791K +5,811 New
HPC
1790
Hobart Private Capital
North Carolina
$791K -$521K -3,829 -40%
DE
1791
Day & Ennis
Georgia
$789K +$544 +4 +0.1%
FCFC
1792
First Commonwealth Financial Corp
Pennsylvania
$789K +$13.3K +98 +2%
BOS
1793
Bank of Stockton
California
$788K -$46.4K -341 -6%
PWPS
1794
Pinnacle Wealth Planning Services
Ohio
$787K +$96.9K +712 +14%
WFM
1795
Wolff Financial Management
Michigan
$786K +$24.6K +181 +3%
CLOS
1796
Compagnie Lombard Odier SCmA
Switzerland
$785K -$67.6K -497 -8%
H
1797
HoyleCohen
California
$785K -$52.1K -383 -6%
SAM
1798
Strategy Asset Managers
California
$785K +$98K +720 +14%
JGIA
1799
Jackson Grant Investment Advisers
Connecticut
$782K – – –
XF
1800
XML Financial
Maryland
$780K +$777K +5,708 New
70 71
72
73 74