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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1901
Central Bank & Trust
Kentucky
$486K – – –
SEM
1902
Suncoast Equity Management
Florida
$486K +$132K +991 +39%
WTFG
1903
Wells Trecaso Financial Group
Ohio
$485K +$133 +1 +0%
WA
1904
Winfield Associates
Ohio
$483K – – –
FNBSF
1905
First National Bank Sioux Falls
South Dakota
$481K +$1.86K +14 +0.4%
MIM
1906
Marco Investment Management
Georgia
$480K +$7.97K +60 +2%
W
1907
Wealthquest
Ohio
$477K -$7.84K -59 -2%
RCA
1908
Ranch Capital Advisors
Florida
$477K +$463K +3,482 New
CRWM
1909
Castle Rock Wealth Management
California
$475K -$33.1K -249 -6%
JFA
1910
JNBA Financial Advisors
Minnesota
$475K -$2.66K -20 -0.6%
RFM
1911
Royal Fund Management
Florida
$475K +$9.56K +72 +2%
SWA
1912
SFMG Wealth Advisors
Texas
$474K – – –
OFW
1913
Omnia Family Wealth
Florida
$474K +$28K +211 +6%
EWM
1914
Edge Wealth Management
New York
$472K – – –
SC
1915
SRB Corp
Massachusetts
$471K -$38.4K -289 -8%
ABTD
1916
Arvest Bank Trust Division
Oklahoma
$469K – – –
ECAM
1917
East Coast Asset Management
Massachusetts
$467K +$399 +3 +0.1%
PAM
1918
Premier Asset Management
Illinois
$466K +$25.6K +193 +6%
GI
1919
Gradient Investments
Minnesota
$466K +$176K +1,323 +64%
SFM
1920
Signet Financial Management
New Jersey
$464K +$35.1K +264 +8%
C
1921
Cerebellum
California
$463K +$89.8K +676 +25%
AA
1922
Alesco Advisors
New York
$461K +$13.9K +105 +3%
ATPW
1923
Ashton Thomas Private Wealth
Arizona
$460K +$3.99K +30 +0.9%
CWM
1924
Circle Wealth Management
New Jersey
$458K +$2.26K +17 +0.5%
GCM
1925
Gables Capital Management
Florida
$457K +$191K +1,437 +76%
75 76
77
78 79