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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1851
Winthrop Advisory Group
Massachusetts
$1.08M +$45.3K +270 +4%
SIC
1852
Sterling Investment Counsel
New York
$1.08M +$324K +1,932 +43%
SWM
1853
Segment Wealth Management
Texas
$1.08M -$274K -1,633 -20%
ECM
1854
EagleClaw Capital Management
Massachusetts
$1.08M -$25.2K -150 -2%
SEM
1855
Suncoast Equity Management
Florida
$1.08M +$68K +405 +7%
SCP
1856
Syntal Capital Partners
Texas
$1.08M +$22.2K +132 +2%
AI
1857
AXS Investments
New York
$1.08M -$275K -1,640 -20%
SCI
1858
Stableford Capital II
Arizona
$1.08M -$26.2K -156 -2%
FMLI
1859
Fukoku Mutual Life Insurance
Japan
$1.08M -$16.8K -100 -2%
BCA
1860
Bray Capital Advisors
Florida
$1.07M +$168 +1 +0%
RCWM
1861
Royal Capital Wealth Management
Indiana
$1.07M +$4.53K +27 +0.4%
CA
1862
Claar Advisors
New York
$1.07M -$37.9K -226 -3%
SIA
1863
Schechter Investment Advisors
Michigan
$1.07M +$45.3K +270 +4%
CPIA
1864
Cornell Pochily Investment Advisors
New York
$1.06M -$13.1K -78 -1%
EGM
1865
Engineers Gate Manager
New York
$1.06M +$47.3K +282 +5%
RFA
1866
Resurgent Financial Advisors
Georgia
$1.06M +$286K +1,703 +37%
MC
1867
McMorgan & Co
California
$1.06M -$49.9K -297 -4%
CL
1868
COWA LLC
Oklahoma
$1.06M -$76.1K -453 -5%
MWM
1869
Mattern Wealth Management
Kansas
$1.06M -$18.8K -112 -2%
BA
1870
Bivin & Associates
Oklahoma
$1.06M -$58.9K -351 -5%
LFA
1871
Legacy Financial Advisors
Kentucky
$1.06M +$30.2K +180 +3%
KA
1872
KLCM Advisors
Wisconsin
$1.06M -$6.88K -41 -0.6%
GEA
1873
Glen Eagle Advisors
New Jersey
$1.06M +$20.8K +124 +2%
DA
1874
DSC Advisors
Illinois
$1.05M +$618K +3,681 +141%
MLA
1875
My Legacy Advisors
Oregon
$1.05M +$1.06M +6,289 New
73 74
75
76 77