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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1826
Glassman Wealth Services
Virginia
$1.31M -$87.1K -467 -6%
PWA
1827
Phoenix Wealth Advisors
North Carolina
$1.31M -$3.17K -17 -0.2%
BFM
1828
Boothbay Fund Management
New York
$1.31M -$48.9K -262 -4%
SAM
1829
Summit Asset Management
Tennessee
$1.31M +$7.09K +38 +0.5%
OIA
1830
Optimum Investment Advisors
Illinois
$1.3M -$18.7K -100 -1%
FM
1831
Foster & Motley
Ohio
$1.3M -$1.68K -9 -0.1%
SDAM
1832
Shulman DeMeo Asset Management
New York
$1.3M +$255K +1,369 +24%
LCM
1833
LCM Capital Management
Illinois
$1.3M +$17.7K +95 +1%
CSI
1834
Cross Staff Investments
New York
$1.3M – – –
PMIA
1835
Patrick Mauro Investment Advisor
Illinois
$1.3M -$223K -1,193 -15%
CC
1836
Callan Capital
California
$1.3M +$6.91K +37 +0.5%
CSUI
1837
Cincinnati Specialty Underwriters Insurance
Ohio
$1.3M – – –
DWP
1838
Destiny Wealth Partners
Florida
$1.3M -$101K -541 -7%
RFA
1839
Resurgent Financial Advisors
Georgia
$1.3M -$4.48K -24 -0.3%
ANBT
1840
American National Bank & Trust
Texas
$1.29M +$24.1K +129 +2%
TWP
1841
Tempus Wealth Planning
California
$1.29M -$395K -2,118 -23%
MSWM
1842
McGlone Suttner Wealth Management
Wisconsin
$1.29M +$118K +634 +10%
MS
1843
Madden Securities
Texas
$1.29M -$108K -581 -8%
VHAM
1844
Van Hulzen Asset Management
California
$1.29M -$17.9K -96 -1%
HI
1845
Hoey Investments
Pennsylvania
$1.29M -$379K -2,031 -23%
JSL
1846
JT Stratford LLC
Georgia
$1.29M +$243K +1,304 +23%
QCIG
1847
Quad-Cities Investment Group
Iowa
$1.29M +$373 +2 +0%
EIA
1848
Edgemoor Investment Advisors
Maryland
$1.29M – – –
CPSC
1849
Carl P. Sherr & Co
Massachusetts
$1.28M -$26.3K -141 -2%
WTFG
1850
Wells Trecaso Financial Group
Ohio
$1.28M -$1.68K -9 -0.1%
72 73
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