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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1801
Nadler Financial Group
Illinois
$1.17M -$91.5K -545 -7%
EIA
1802
Edgemoor Investment Advisors
Maryland
$1.17M +$168K +1,000 +17%
PIA
1803
Pinion Investment Advisors
Kansas
$1.17M +$23.3K +139 +2%
MIM
1804
MTM Investment Management
South Carolina
$1.16M +$2.18K +13 +0.2%
CL
1805
Choreo LLC
Illinois
$1.16M -$116K -693 -9%
CSI
1806
Cross Staff Investments
New York
$1.16M – – –
CFS
1807
CRA Financial Services
New Jersey
$1.16M +$336 +2 +0%
AW
1808
Alaethes Wealth
Nevada
$1.16M +$2.35K +14 +0.2%
SAM
1809
Summit Asset Management
Tennessee
$1.16M – – –
PP
1810
Patron Partners
Texas
$1.16M +$24.3K +145 +2%
SHWM
1811
Silicon Hills Wealth Management
Texas
$1.15M – – –
HCC
1812
Hirtle Callaghan & Co
Pennsylvania
$1.15M +$915K +5,448 +380%
CPSC
1813
Carl P. Sherr & Co
Massachusetts
$1.15M -$33.6K -200 -3%
PWA
1814
Physician Wealth Advisors
Utah
$1.15M +$168 +1 +0%
CFCI
1815
Comprehensive Financial Consultants Institutional
Indiana
$1.14M -$15.4K -92 -1%
JF
1816
Jump Financial
Illinois
$1.14M -$564K -3,362 -33%
PFC
1817
Phocas Financial Corp
California
$1.14M -$26.7K -159 -2%
LCM
1818
LCM Capital Management
Illinois
$1.14M +$35.9K +214 +3%
VCM
1819
Virtue Capital Management
Tennessee
$1.13M +$242K +1,444 +27%
TIM
1820
Tevis Investment Management
Texas
$1.13M +$13.3K +79 +1%
HCP
1821
Hexagon Capital Partners
Arkansas
$1.13M -$40.6K -242 -3%
DAM
1822
Doheny Asset Management
California
$1.12M – – –
LPT
1823
Legacy Private Trust
Wisconsin
$1.12M +$3.36K +20 +0.3%
HI
1824
Hudock Inc
Pennsylvania
$1.12M -$102K -605 -8%
BHIC
1825
Bassett Hargrove Investment Counsel
Delaware
$1.12M +$8.39K +50 +0.8%
71 72
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