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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
1876
Patrick M. Sweeney & Associates
Illinois
$1.1M -$8.19K -50 -0.7%
FAT
1877
First American Trust
California
$1.1M +$423K +2,580 +55%
PWA
1878
Phoenix Wealth Advisors
North Carolina
$1.1M +$16.9K +103 +1%
MTC
1879
Matrix Trust Company
Colorado
$1.1M +$163K +992 +16%
CAM
1880
Cidel Asset Management
Ontario, Canada
$1.1M +$64.6K +394 +6%
KIC
1881
Keating Investment Counselors
Florida
$1.1M -$4.1K -25 -0.3%
MTIC
1882
Missouri Trust & Investment Company
Missouri
$1.1M +$108K +660 +10%
MCA
1883
Magnolia Capital Advisors
Mississippi
$1.1M +$1.19M +7,250 New
WCM
1884
Weaver Capital Management
Georgia
$1.1M -$275K -1,681 -19%
PAG
1885
Powers Advisory Group
Illinois
$1.1M -$2.62K -16 -0.2%
DFG
1886
Delta Financial Group
New Jersey
$1.09M +$1.18M +7,194 New
SW
1887
Simplicity Wealth
New Jersey
$1.09M -$2.65M -16,192 -69%
AIM
1888
Arcadia Investment Management
Michigan
$1.09M +$563K +3,439 +92%
SAM
1889
SignalPoint Asset Management
Missouri
$1.09M -$76K -464 -6%
AWC
1890
Adamsbrown Wealth Consultants
Kansas
$1.09M -$39.8K -243 -3%
FNBOH
1891
First National Bank of Hutchinson
Kansas
$1.09M +$154K +939 +15%
MCCP
1892
Mission Creek Capital Partners
California
$1.08M +$1.12M +6,865 +93%
CSI
1893
Cross Staff Investments
New York
$1.08M – – –
SAW
1894
Signal Advisors Wealth
Michigan
$1.07M -$36.4K -222 -3%
GH
1895
GAM Holding
Switzerland
$1.07M +$1.15M +7,030 New
ECM
1896
Elgethun Capital Management
South Dakota
$1.07M +$7.54K +46 +0.7%
PWA
1897
Physician Wealth Advisors
Utah
$1.07M -$10.8K -66 -0.9%
MWM
1898
MBE Wealth Management
Wisconsin
$1.07M – – –
LA
1899
LM Advisors
California
$1.07M +$805K +4,914 +241%
OCM
1900
Orleans Capital Management
Louisiana
$1.07M -$170K -1,035 -12%
74 75
76
77 78