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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
1826
Legacy Private Trust
Wisconsin
$1.32M +$368K +1,971 +38%
GWS
1827
Glassman Wealth Services
Virginia
$1.31M -$87.1K -467 -6%
PWA
1828
Phoenix Wealth Advisors
North Carolina
$1.31M -$3.17K -17 -0.2%
BFM
1829
Boothbay Fund Management
New York
$1.31M -$48.9K -262 -4%
SAM
1830
Summit Asset Management
Tennessee
$1.31M +$7.09K +38 +0.5%
OIA
1831
Optimum Investment Advisors
Illinois
$1.3M -$18.7K -100 -1%
FM
1832
Foster & Motley
Ohio
$1.3M -$1.68K -9 -0.1%
SDAM
1833
Shulman DeMeo Asset Management
New York
$1.3M +$255K +1,369 +24%
LCM
1834
LCM Capital Management
Illinois
$1.3M +$17.7K +95 +1%
CSI
1835
Cross Staff Investments
New York
$1.3M – – –
PMIA
1836
Patrick Mauro Investment Advisor
Illinois
$1.3M -$223K -1,193 -15%
CC
1837
Callan Capital
California
$1.3M +$6.91K +37 +0.5%
CSUI
1838
Cincinnati Specialty Underwriters Insurance
Ohio
$1.3M – – –
DWP
1839
Destiny Wealth Partners
Florida
$1.3M -$101K -541 -7%
RFA
1840
Resurgent Financial Advisors
Georgia
$1.3M -$4.48K -24 -0.3%
ANBT
1841
American National Bank & Trust
Texas
$1.29M +$24.1K +129 +2%
TWP
1842
Tempus Wealth Planning
California
$1.29M -$395K -2,118 -23%
MSWM
1843
McGlone Suttner Wealth Management
Wisconsin
$1.29M +$118K +634 +10%
MS
1844
Madden Securities
Texas
$1.29M -$108K -581 -8%
VHAM
1845
Van Hulzen Asset Management
California
$1.29M -$17.9K -96 -1%
HI
1846
Hoey Investments
Pennsylvania
$1.29M -$379K -2,031 -23%
JSL
1847
JT Stratford LLC
Georgia
$1.29M +$243K +1,304 +23%
QCIG
1848
Quad-Cities Investment Group
Iowa
$1.29M +$373 +2 +0%
EIA
1849
Edgemoor Investment Advisors
Maryland
$1.29M – – –
CPSC
1850
Carl P. Sherr & Co
Massachusetts
$1.28M -$26.3K -141 -2%
72 73
74
75 76