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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1876
Hazlett, Burt & Watson
West Virginia
$1.02M -$9.26K -63 -0.9%
JWM
1877
Jeppson Wealth Management
California
$1.01M +$7.35K +50 +0.7%
FAT
1878
First American Trust
California
$1.01M -$178K -1,212 -15%
AA
1879
Advisory Alpha
Michigan
$1.01M +$218K +1,487 +27%
SMA
1880
Seven Mile Advisory
New Jersey
$1.01M +$441K +3,004 +75%
SAM
1881
Synergy Asset Management
Washington
$1M -$2.48M -16,900 -71%
DG
1882
Diesslin Group
Texas
$1M +$1.03M +7,001 New
CSUI
1883
Cincinnati Specialty Underwriters Insurance
Ohio
$1M – – –
SWM
1884
Spire Wealth Management
Virginia
$1M -$12.8K -87 -1%
CAMV
1885
Concord Asset Management (Virginia)
Virginia
$1M -$15.4K -105 -1%
SJIM
1886
St. Johns Investment Management
Florida
$1M -$43.5K -296 -4%
LAM
1887
L2 Asset Management
Massachusetts
$1M +$67K +456 +7%
CSI
1888
Cross Staff Investments
New York
$1M – – –
DAC
1889
Dividend Assets Capital
South Carolina
$1M -$69.6K -474 -6%
KIG
1890
Kennedy Investment Group
New Jersey
$1,000K -$83.2K -566 -8%
FPWM
1891
FSB Premier Wealth Management
Iowa
$998K +$25.3K +172 +3%
AAIM
1892
Asset Advisors Investment Management
Georgia
$997K – – –
SAM
1893
Summit Asset Management
Tennessee
$996K -$21.2K -144 -2%
AP
1894
Advisors Preferred
Maryland
$996K -$248K -1,689 -19%
SL
1895
Sentry LLC
Tennessee
$994K -$26.3K -179 -3%
VCP
1896
Verus Capital Partners
Arizona
$994K +$5.14K +35 +0.5%
HWA
1897
Heartwood Wealth Advisors
Virginia
$991K -$2.5K -17 -0.2%
IPW
1898
Impact Partnership Wealth
Georgia
$991K +$1.01M +6,904 New
ARC
1899
Advisor Resource Council
Texas
$989K +$944K +6,422 New
TSMHT
1900
Thurston Springer Miller Herd & Titak
Indiana
$988K +$728K +4,956 +257%
74 75
76
77 78