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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1876
VERITY Wealth Advisors
United States
$1.16M – – –
ECM
1877
Elgethun Capital Management
South Dakota
$1.16M +$14.2K +78 +1%
NFG
1878
Nadler Financial Group
Illinois
$1.15M -$13.4K -74 -1%
RAM
1879
Redmond Asset Management
Virginia
$1.15M -$182 -1 -0%
WDC
1880
Woodward Diversified Capital
California
$1.15M -$129K -709 -9%
CCP
1881
Clough Capital Partners
Massachusetts
$1.15M – – –
JSL
1882
JT Stratford LLC
Georgia
$1.15M -$28.5K -157 -2%
WP
1883
Westmount Partners
California
$1.15M +$726 +4 +0.1%
T
1884
TOBAM
France
$1.15M -$90.4K -498 -7%
EIG
1885
Ellenbecker Investment Group
Wisconsin
$1.14M +$3.09K +17 +0.3%
MLA
1886
MB, Levis & Associates
Pennsylvania
$1.14M +$1.09K +6 +0.1%
FM
1887
Foster & Motley
Ohio
$1.14M -$55.6K -306 -4%
LA
1888
Lifeworks Advisors
Michigan
$1.14M +$224K +1,233 +22%
DWP
1889
Destiny Wealth Partners
Florida
$1.14M -$19.1K -105 -2%
SDAM
1890
Shulman DeMeo Asset Management
New York
$1.14M -$58.5K -322 -5%
AWC
1891
Adamsbrown Wealth Consultants
Kansas
$1.14M +$14K +77 +1%
HBT
1892
Heartland Bank & Trust
Illinois
$1.13M +$3.81K +21 +0.3%
JDR
1893
Jay D. Rosenbaum
$1.13M -$14K -77 -1%
BCM
1894
Brown Capital Management
Maryland
$1.13M +$35.4K +195 +3%
GIP
1895
Greatmark Investment Partners
Georgia
$1.13M -$27.2K -150 -2%
MWM
1896
MBE Wealth Management
Wisconsin
$1.13M +$406K +2,235 +51%
FCCM
1897
First City Capital Management
Georgia
$1.12M – – –
VWA
1898
V Wealth Advisors
Kansas
$1.12M -$2.74M -15,110 -70%
CPA
1899
Cardiff Park Advisors
California
$1.12M -$430K -2,367 -26%
NICM
1900
Neo Ivy Capital Management
New York
$1.12M +$1.2M +6,616 New
74 75
76
77 78