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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1801
Bison Wealth
Georgia
$783K +$6.99K +53 +0.9%
RWM
1802
Ritholtz Wealth Management
New York
$782K +$22K +167 +3%
RDWM
1803
Red Door Wealth Management
Tennessee
$782K +$99.9K +758 +15%
XF
1804
XML Financial
Maryland
$779K +$8.04K +61 +1%
SAM
1805
Strategy Asset Managers
California
$777K +$10.3K +78 +1%
LTI
1806
Laffer Tengler Investments
Tennessee
$776K +$47.6K +361 +7%
PFC
1807
Poplar Forest Capital
California
$775K – – –
ECM
1808
Elgethun Capital Management
South Dakota
$775K +$5.8K +44 +0.8%
22CM
1809
20/20 Capital Management
California
$774K -$212K -1,607 -22%
EWM
1810
Empirical Wealth Management
Washington
$772K -$54.7K -415 -7%
EIA
1811
Edgemoor Investment Advisors
Maryland
$772K – – –
SSWG
1812
Seven Springs Wealth Group
Tennessee
$769K – – –
GFPC
1813
Global Financial Private Client
Florida
$767K +$6.59K +50 +0.9%
BWP
1814
Bernardo Wealth Planning
Pennsylvania
$765K +$13.6K +103 +2%
WFM
1815
Wolff Financial Management
Michigan
$761K +$132 +1 +0%
CCM
1816
Carlson Capital Management
Minnesota
$758K +$79.5K +603 +12%
BWM
1817
Baystate Wealth Management
Massachusetts
$758K +$120K +911 +19%
ATWA
1818
Arbor Trust Wealth Advisors
Michigan
$754K -$28.3K -215 -4%
HB
1819
Horizon Bancorp
Indiana
$753K -$110K -833 -13%
OCM
1820
One Capital Management
California
$753K +$13.2K +100 +2%
H
1821
HoyleCohen
California
$748K +$791 +6 +0.1%
BLAM
1822
Bourne Lent Asset Management
New York
$744K – – –
HPWM
1823
Highland Private Wealth Management
Washington
$744K +$43.9K +333 +6%
ONST
1824
Old North State Trust
North Carolina
$743K +$395 +3 +0.1%
WAS
1825
Wealth Advisory Solutions
Indiana
$743K +$741K +5,620 New
71 72
73
74 75