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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1826
Congress Park Capital
New York
$745K – – –
KFI
1827
Key Financial Inc
Pennsylvania
$745K – – –
LSPW
1828
Lake Street Private Wealth
Illinois
$742K -$13.9K -102 -2%
SBWM
1829
Sunflower Bank Wealth Management
Arizona
$741K +$30.6K +225 +4%
EWM
1830
Empirical Wealth Management
Washington
$739K -$68.8K -506 -9%
HBWM
1831
Hollow Brook Wealth Management
New York
$737K +$103K +758 +17%
WI
1832
Wedgewood Investors
Pennsylvania
$736K – – –
WTFG
1833
Wells Trecaso Financial Group
Ohio
$736K +$84.2K +619 +13%
WCM
1834
Weik Capital Management
Pennsylvania
$734K -$16.3K -120 -2%
KC
1835
Kingfisher Capital
North Carolina
$733K +$39.4K +290 +6%
IAP
1836
Indie Asset Partners
Indiana
$728K -$13.2K -97 -2%
JWM
1837
Jeppson Wealth Management
California
$728K +$715K +5,253 New
JGIA
1838
Jackson Grant Investment Advisers
Connecticut
$726K +$4.49K +33 +0.6%
PIMJS
1839
PKO Investment Management Joint-Stock
Poland
$725K – – –
WAS
1840
Wealth Advisory Solutions
Indiana
$723K -$54K -397 -7%
SIG
1841
Sargent Investment Group
Maryland
$723K +$45.6K +335 +7%
CCM
1842
Chickasaw Capital Management
Tennessee
$722K +$6.8K +50 +1%
RAM
1843
Redmond Asset Management
Virginia
$720K +$32.6K +240 +5%
VC
1844
Vicus Capital
Pennsylvania
$717K +$83.7K +615 +13%
SGI
1845
Summit Global Investments
Utah
$713K -$251K -1,845 -26%
LFA
1846
Legacy Financial Advisors
Kentucky
$712K +$699K +5,138 New
VCM
1847
Versant Capital Management
Arizona
$708K -$9.11K -67 -1%
VWA
1848
Visionary Wealth Advisors
Illinois
$707K +$31.1K +229 +5%
EW
1849
Evoke Wealth
California
$705K – – –
LAIC
1850
Lederer & Associates Investment Counsel
California
$705K +$9.52K +70 +1%
72 73
74
75 76