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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1851
Summit Asset Management
Tennessee
$1.19M -$2.18K -12 -0.2%
AFG
1852
ABLE Financial Group
Arizona
$1.19M +$60.3K +332 +5%
OIA
1853
Optimum Investment Advisors
Illinois
$1.19M +$182 +1 +0%
CWA
1854
Clearview Wealth Advisors
Oregon
$1.19M +$719K +3,956 +129%
CSI
1855
Cross Staff Investments
New York
$1.19M – – –
TWP
1856
Tempus Wealth Planning
California
$1.19M +$5.45K +30 +0.4%
CSUI
1857
Cincinnati Specialty Underwriters Insurance
Ohio
$1.19M – – –
KAS
1858
KPP Advisory Services
Kentucky
$1.18M +$1.27M +6,967 New
QCIG
1859
Quad-Cities Investment Group
Iowa
$1.18M +$2.91K +16 +0.2%
CPSC
1860
Carl P. Sherr & Co
Massachusetts
$1.18M – – –
WTFG
1861
Wells Trecaso Financial Group
Ohio
$1.17M -$182 -1 -0%
GTAM
1862
Global Trust Asset Management
Florida
$1.17M +$9.08K +50 +0.7%
MS
1863
Madden Securities
Texas
$1.17M -$10.4K -57 -0.8%
DDC
1864
DF Dent & Co
Maryland
$1.17M -$908 -5 -0.1%
MPM
1865
Meritage Portfolio Management
Kansas
$1.17M +$1.09K +6 +0.1%
AC
1866
Apella Capital
Connecticut
$1.17M +$7.99K +44 +0.6%
BCM
1867
Birch Capital Management
Texas
$1.17M – – –
GSC
1868
Ground Swell Capital
South Carolina
$1.16M +$1.25M +6,871 New
SAM
1869
SignalPoint Asset Management
Missouri
$1.16M +$18.5K +102 +2%
RIA
1870
Richwood Investment Advisors
Ohio
$1.16M +$6.9K +38 +0.6%
IWA
1871
IVC Wealth Advisors
Pennsylvania
$1.16M -$1.64K -9 -0.1%
1IA
1872
1620 Investment Advisors
Massachusetts
$1.16M -$8.17K -45 -0.7%
PMIA
1873
Patrick Mauro Investment Advisor
Illinois
$1.16M -$28.5K -157 -2%
FG
1874
Foster Group
Iowa
$1.16M -$74.6K -411 -6%
VWA
1875
VERITY Wealth Advisors
United States
$1.16M – – –
73 74
75
76 77