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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1776
Radnor Capital Management
Pennsylvania
$817K +$22.4K +170 +3%
CHAM
1777
Clear Harbor Asset Management
Connecticut
$812K – – –
GI
1778
Gradient Investments
Minnesota
$806K +$201K +1,525 +33%
MCM
1779
Marathon Capital Management
Maryland
$805K – – –
FCCM
1780
First City Capital Management
Georgia
$805K +$83.6K +634 +12%
SAM
1781
SignalPoint Asset Management
Missouri
$803K +$56K +425 +8%
CFS
1782
CRA Financial Services
New Jersey
$802K -$6.59K -50 -0.8%
ATPW
1783
Ashton Thomas Private Wealth
Arizona
$800K +$138K +1,046 +21%
SLA
1784
Silver Lake Advisory
Utah
$798K +$2.24K +17 +0.3%
RCIM
1785
Red Cedar Investment Management
Michigan
$797K +$794K +6,024 New
OFG
1786
Oxford Financial Group
Indiana
$796K -$34.1K -259 -4%
APG
1787
Abacus Planning Group
South Carolina
$796K – – –
AIM
1788
Allen Investment Management
New York
$796K – – –
PBO
1789
Peoples Bank (Ohio)
Ohio
$793K +$27.2K +206 +4%
GTAM
1790
Global Trust Asset Management
Florida
$791K – – –
TI
1791
Tidal Investments
Wisconsin
$791K +$6.46K +49 +0.8%
GHAM
1792
Gilman Hill Asset Management
Connecticut
$790K -$150K -1,135 -16%
VCM
1793
Vivaldi Capital Management
Illinois
$789K -$23.2K -176 -3%
WAG
1794
Winthrop Advisory Group
Massachusetts
$789K +$395 +3 +0.1%
BCP
1795
Blackhawk Capital Partners
Wisconsin
$788K +$24.3K +184 +3%
UF
1796
Univest Financial
Pennsylvania
$787K -$7.91K -60 -1%
WIA
1797
Westbourne Investment Advisors
Maryland
$787K – – –
NFG
1798
Nadler Financial Group
Illinois
$787K +$216K +1,635 +38%
EWM
1799
Edge Wealth Management
New York
$787K +$323K +2,450 +70%
NERM
1800
New England Research & Management
Illinois
$785K -$844K -6,400 -52%
70 71
72
73 74