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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DTC
1851
Davidson Trust Company
Washington
$1.26M -$3.15K -19 -0.3%
APW
1852
Acima Private Wealth
Virginia
$1.26M -$12.9K -78 -1%
FWA
1853
FSM Wealth Advisors
Ohio
$1.26M +$492K +2,967 +67%
IA
1854
Insight Advisors
Pennsylvania
$1.25M +$8.79K +53 +0.7%
QIM
1855
Quest Investment Management
Oregon
$1.25M -$10.6M -63,805 -90%
TCBWMS
1856
Texas Capital Bank Wealth Management Services
Texas
$1.25M +$52.7K +318 +5%
HVP
1857
Hudson Value Partners
Florida
$1.25M – – –
LCM
1858
LCM Capital Management
Illinois
$1.25M -$2.49K -15 -0.2%
PEA
1859
Park Edge Advisors
Ohio
$1.24M -$475K -2,867 -28%
SFP
1860
Shepherd Financial Partners
Massachusetts
$1.24M +$17.9K +108 +1%
PWA
1861
Providence Wealth Advisors
Illinois
$1.24M +$5.44M +32,800 +264%
PWA
1862
Phoenix Wealth Advisors
North Carolina
$1.24M +$5.14K +31 +0.4%
HI
1863
Hudock Inc
Pennsylvania
$1.23M -$4.48K -27 -0.4%
KCIC
1864
Kuhn & Co Investment Counsel
Illinois
$1.23M +$1.2M +7,226 New
SIM
1865
Sentry Investment Management
Wisconsin
$1.23M -$129K -775 -10%
PB
1866
Pinnacle Bancorp
Nebraska
$1.23M +$1.82K +11 +0.2%
MWM
1867
Maltin Wealth Management
New Jersey
$1.23M +$1.2M +7,216 New
MPM
1868
Meritage Portfolio Management
Kansas
$1.22M +$50.9K +307 +4%
VHAM
1869
Van Hulzen Asset Management
California
$1.22M -$4.15K -25 -0.3%
KAS
1870
KPP Advisory Services
Kentucky
$1.22M +$37.8K +228 +3%
CC
1871
Centiva Capital
New York
$1.22M +$397K +2,396 +50%
FAT
1872
First American Trust
California
$1.22M +$468K +2,819 +64%
AFG
1873
ABLE Financial Group
Arizona
$1.22M +$20.2K +122 +2%
MCM
1874
Mill Capital Management
North Carolina
$1.22M -$63.7K -384 -5%
BIG
1875
Brooklyn Investment Group
New York
$1.22M +$1.19M +7,159 New
73 74
75
76 77