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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
1826
180 Wealth Advisors
Washington
$752K -$104K -764 -12%
PFGIA
1827
Patriot Financial Group Insurance Agency
Massachusetts
$748K +$74.2K +545 +11%
DMC
1828
Drexel Morgan & Co
Pennsylvania
$746K – – –
FCCM
1829
First City Capital Management
Georgia
$745K -$81.7K -600 -10%
CPC
1830
Congress Park Capital
New York
$741K – – –
CA
1831
Cornerstone Advisory
Maryland
$741K +$544 +4 +0.1%
TL
1832
TrueWealth LLC
Georgia
$741K +$5.72K +42 +0.8%
WANY
1833
Wealthspire Advisors (New York)
New York
$740K +$161K +1,184 +28%
AIM
1834
Alhambra Investment Management
Florida
$740K +$737K +5,417 New
PWMAG
1835
Pinnacle Wealth Management Advisory Group
New Jersey
$736K -$2.72K -20 -0.4%
CHAM
1836
Clear Harbor Asset Management
Connecticut
$735K -$24K -176 -3%
GLR
1837
Great Lakes Retirement
Ohio
$734K +$731K +5,374 New
BIM
1838
Baldwin Investment Management
Pennsylvania
$733K – – –
HFM
1839
Harvest Fund Management
China
$730K -$180K -1,324 -18%
HPWM
1840
Highland Private Wealth Management
Washington
$730K +$5.99K +44 +0.8%
KFI
1841
Key Financial Inc
Pennsylvania
$730K +$727K +5,340 New
SIG
1842
Sargent Investment Group
Maryland
$726K – – –
PBO
1843
Peoples Bank (Ohio)
Ohio
$725K -$4.76K -35 -0.7%
MWM
1844
Meridian Wealth Management
Kentucky
$723K -$3.95K -29 -0.5%
CHP
1845
Cable Hill Partners
Oregon
$722K +$4.76K +35 +0.7%
BPM
1846
Bowling Portfolio Management
Ohio
$718K -$11.7K -86 -2%
RPA
1847
Rock Point Advisors
Vermont
$717K -$680 -5 -0.1%
BWP
1848
Bernardo Wealth Planning
Pennsylvania
$716K -$11.8K -87 -2%
CPC
1849
Cookson Peirce & Co
Pennsylvania
$715K +$49.8K +366 +8%
PIMJS
1850
PKO Investment Management Joint-Stock
Poland
$715K – – –
72 73
74
75 76