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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
1776
Ipsen Advisor Group
Arkansas
$1.24M +$26.3K +169 +2%
KFS
1777
Kurt F. Somerville
$1.24M -$363K -2,330 -23%
MWA
1778
Meridian Wealth Advisors
Texas
$1.24M +$16.8K +108 +1%
AWM
1779
Aberdeen Wealth Management
Illinois
$1.24M -$15.3K -98 -1%
CMP
1780
Christine Messmer PC
Pennsylvania
$1.23M +$186K +1,191 +18%
WAM
1781
WNY Asset Management
New York
$1.23M +$1.24M +7,945 New
BOPW
1782
Brandywine Oak Private Wealth
Pennsylvania
$1.23M -$9.19K -59 -0.7%
PFSC
1783
Peoples Financial Services Corp
Pennsylvania
$1.23M -$27.3K -175 -2%
PWA
1784
Portus Wealth Advisors
North Carolina
$1.23M +$935 +6 +0.1%
ADL
1785
Asset Dedication LLC
California
$1.23M -$197K -1,267 -14%
SFC
1786
SYM Financial Corp
Indiana
$1.22M -$21.7K -139 -2%
PFM
1787
Potomac Fund Management
Florida
$1.22M +$54.4K +349 +5%
TSW
1788
Thompson Siegel & Walmsley
Virginia
$1.22M -$60.5K -388 -5%
FCAS
1789
First Command Advisory Services
Texas
$1.21M +$467 +3 +0%
SFS
1790
Stiles Financial Services
Minnesota
$1.2M -$79.6K -511 -6%
FCB
1791
First County Bank
Connecticut
$1.2M -$5.92K -38 -0.5%
ACA
1792
Atlas Capital Advisors
Wyoming
$1.2M -$15.6K -100 -1%
CAMV
1793
Concord Asset Management (Virginia)
Virginia
$1.2M +$118K +756 +11%
CPA
1794
Capital Performance Advisors
California
$1.2M -$203K -1,303 -14%
MSWM
1795
McGlone Suttner Wealth Management
Wisconsin
$1.2M +$44.7K +287 +4%
MP
1796
McDonald Partners
Ohio
$1.2M -$58.6K -376 -5%
TCCM
1797
Timber Creek Capital Management
Massachusetts
$1.2M – – –
EB
1798
Emprise Bank
Kansas
$1.2M -$171K -1,099 -12%
LWM
1799
Lyell Wealth Management
California
$1.19M -$23.7K -152 -2%
HCA
1800
Hardworking Capital Advisors
California
$1.19M -$31.9K -205 -3%
70 71
72
73 74