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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1826
Marathon Capital Management
Maryland
$910K +$8.74K +60 +1%
CF
1827
Centaurus Financial
California
$910K +$96.6K +663 +12%
SW
1828
SkyOak Wealth
Michigan
$904K – – –
VCM
1829
Virtue Capital Management
Tennessee
$901K -$59.6K -409 -6%
WCM
1830
Wunderlich Capital Managemnt
Tennessee
$901K -$5.1K -35 -0.6%
VWA
1831
VERITY Wealth Advisors
United States
$893K -$117K -800 -12%
PP
1832
Patron Partners
Texas
$891K +$38.6K +265 +5%
PIA
1833
Pinion Investment Advisors
Kansas
$891K +$84.7K +581 +11%
KWA
1834
KCS Wealth Advisory
California
$891K +$628K +4,313 +253%
HI
1835
Humankind Investments
New York
$887K +$311K +2,132 +55%
SPC
1836
Stewart & Patten Company
California
$886K -$29.1K -200 -3%
AWG
1837
Altus Wealth Group
Colorado
$886K +$6.56K +45 +0.8%
BCAM
1838
Boston Common Asset Management
Massachusetts
$884K +$32.1K +220 +4%
SCI
1839
Stableford Capital II
Arizona
$881K +$49.5K +340 +6%
SWA
1840
Sutton Wealth Advisors
Florida
$881K +$7.14K +49 +0.8%
FCA
1841
FinTrust Capital Advisors
South Carolina
$880K -$4.08K -28 -0.5%
BW
1842
Bison Wealth
Georgia
$878K +$55.5K +381 +7%
COF
1843
Capital One Financial
Virginia
$876K – – –
CWP
1844
Capital Wealth Planning
Florida
$873K -$2.28M -15,673 -73%
PPWP
1845
Proquility Private Wealth Partners
Nevada
$872K -$895K -6,140 -51%
FG
1846
Foster Group
Iowa
$872K +$11.7K +80 +1%
LAIC
1847
Lederer & Associates Investment Counsel
California
$871K +$159K +1,090 +23%
WAM
1848
WealthTrust Asset Management
Florida
$869K +$855K +5,867 New
PFC
1849
Poplar Forest Capital
California
$868K – – –
VHAM
1850
Van Hulzen Asset Management
California
$868K – – –
72 73
74
75 76