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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
1826
Hanson & Doremus Investment Management
Vermont
$600K -$3.06K -23 -0.5%
MIC
1827
Meridian Investment Counsel
California
$599K – – –
SBL
1828
Sargent Bickham Lagudis
Colorado
$598K -$267K -2,010 -32%
NFG
1829
Nadler Financial Group
Illinois
$595K +$3.32K +25 +0.6%
NEPWA
1830
New England Private Wealth Advisors
Massachusetts
$593K +$99.8K +751 +21%
9WM
1831
9258 Wealth Management
Ohio
$591K +$5.05K +38 +0.9%
HWA
1832
HCR Wealth Advisors
California
$583K -$7.84K -59 -1%
LPIC
1833
LeJeune Puetz Investment Counsel
Michigan
$581K -$106K -800 -16%
SL
1834
Summitry LLC
California
$581K – – –
WANY
1835
Wealthspire Advisors (New York)
New York
$580K +$562K +4,232 New
MCA
1836
Morris Capital Advisors
Pennsylvania
$579K – – –
CM
1837
Columbus Macro
Pennsylvania
$576K -$107K -805 -16%
LP
1838
LMR Partners
United Kingdom
$573K +$555K +4,180 New
HC
1839
Hourglass Capital
Texas
$572K – – –
GIA
1840
Gladstone Institutional Advisory
Florida
$568K +$27K +203 +5%
IFWM
1841
Institute for Wealth Management
Colorado
$562K -$274K -2,066 -34%
AIIMS
1842
Analyst IMS Investment Management Services
Israel
$561K -$45.2K -340 -8%
GLI
1843
Guardian Life Insurance
New York
$561K +$3.06K +23 +0.6%
TI
1844
Truepoint Inc
Ohio
$560K -$71.3K -537 -12%
HFA
1845
Huber Financial Advisors
Illinois
$560K +$6.24K +47 +1%
AWMF
1846
Arbor Wealth Management (Florida)
Florida
$559K +$4.65K +35 +0.9%
SCM
1847
Stellar Capital Management
Arizona
$558K -$71.3K -537 -12%
SFG
1848
SNS Financial Group
Minnesota
$557K -$163K -1,224 -23%
RPG
1849
Resource Planning Group
Georgia
$554K +$664 +5 +0.1%
TIM
1850
Tortoise Investment Management
New York
$553K -$54.5K -410 -9%
72 73
74
75 76