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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1776
Red Door Wealth Management
Tennessee
$983K +$78.3K +551 +9%
SAM
1777
Summit Asset Management
Tennessee
$982K -$10.2K -72 -1%
BG
1778
Berry Group
Massachusetts
$982K – – –
EIP
1779
Ellis Investment Partners
Pennsylvania
$982K +$7.96K +56 +0.9%
MPM
1780
Meritage Portfolio Management
Kansas
$979K +$238K +1,671 +34%
PG
1781
Proffitt & Goodson
Tennessee
$978K +$3.55K +25 +0.4%
BWP
1782
Bernardo Wealth Planning
Pennsylvania
$975K +$4.12K +29 +0.4%
FFA
1783
Founders Financial Alliance
North Carolina
$973K +$78.5K +552 +9%
PP
1784
Professional Planning
California
$971K +$930K +6,546 New
NFG
1785
Nations Financial Group
Iowa
$969K -$23.7K -167 -2%
WAG
1786
Winthrop Advisory Group
Massachusetts
$969K +$61.1K +430 +7%
RC
1787
Reik & Co
New York
$965K – – –
WWM
1788
Western Wealth Management
Colorado
$959K -$407K -2,860 -31%
SWM
1789
Segment Wealth Management
Texas
$959K +$23K +162 +3%
ASBI
1790
American State Bank (Iowa)
Iowa
$957K +$917K +6,455 New
LOPW
1791
Live Oak Private Wealth
North Carolina
$955K -$10.5K -74 -1%
SPC
1792
Stewart & Patten Company
California
$954K +$36K +253 +4%
EC
1793
Estate Counselors
Wisconsin
$954K +$391K +2,750 +75%
FMTC
1794
Farmers & Merchants Trust Company
California
$952K -$18.6K -131 -2%
RI
1795
Ridgewood Investments
New Jersey
$952K – – –
LMAM
1796
Legg Mason Asset Management
Japan
$948K +$909K +6,393 New
FMLI
1797
Fukoku Mutual Life Insurance
Japan
$946K -$512K -3,600 -36%
KCPG
1798
Kavar Capital Partners Group
Kansas
$946K +$89.1K +627 +11%
MCM
1799
Manchester Capital Management
Vermont
$942K +$37.4K +263 +4%
PWA
1800
Physician Wealth Advisors
Utah
$940K -$12.7K -89 -1%
70 71
72
73 74