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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1801
Solidarity Wealth
Utah
$1.47M +$1.4M +8,311 New
MC
1802
Martin & Co
Tennessee
$1.46M -$35.5K -211 -2%
NHC
1803
Nicholas Hoffman & Company
Georgia
$1.46M -$28.3K -168 -2%
SWA
1804
ShankerValleau Wealth Advisors
Illinois
$1.46M – – –
DDC
1805
DF Dent & Co
Maryland
$1.46M -$16.8K -100 -1%
DMBA
1806
Deseret Mutual Benefit Administrators
Utah
$1.45M +$66.7K +396 +5%
GEA
1807
Glen Eagle Advisors
New Jersey
$1.45M -$7.58K -45 -0.5%
VIM
1808
VELA Investment Management
Ohio
$1.45M +$301K +1,790 +28%
SJIM
1809
St. Johns Investment Management
Florida
$1.45M -$4.38K -26 -0.3%
SPA
1810
Sherbrooke Park Advisers
New York
$1.45M +$693K +4,115 +99%
AIM
1811
Acropolis Investment Management
Missouri
$1.45M -$69.2K -411 -5%
GLR
1812
Great Lakes Retirement
Ohio
$1.45M -$35K -208 -2%
NL
1813
NWAM LLC
Washington
$1.45M -$215K -1,276 -14%
MSCM
1814
McElhenny Sheffield Capital Management
Texas
$1.45M -$523K -3,109 -27%
PSB
1815
Piscataqua Savings Bank
New Hampshire
$1.44M -$5.39K -32 -0.4%
AF
1816
Advisornet Financial
Minnesota
$1.44M -$530K -3,151 -28%
HH
1817
Hilltop Holdings
Texas
$1.44M -$141K -836 -9%
BI
1818
Ballast Inc
Kentucky
$1.44M – – –
AFP
1819
Ausdal Financial Partners
Iowa
$1.44M +$103K +614 +8%
BFA
1820
Buttonwood Financial Advisors
Maryland
$1.44M +$417K +2,479 +43%
9WM
1821
9258 Wealth Management
Ohio
$1.43M -$14.3K -85 -1%
RSA
1822
River Street Advisors
Illinois
$1.43M +$351K +2,084 +34%
LPAM
1823
Lodestar Private Asset Management
California
$1.43M -$82K -487 -6%
CA
1824
Cambridge Advisors
Nebraska
$1.43M -$47.1K -280 -3%
CFS
1825
CRA Financial Services
New Jersey
$1.43M +$62.6K +372 +5%
71 72
73
74 75