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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1901
Scholtz & Company
Connecticut
$568K -$111K -824 -15%
SFWA
1902
Summit Financial Wealth Advisors
Louisiana
$568K – – –
MWA
1903
Meridian Wealth Advisors
Texas
$567K -$25.1K -186 -4%
CNC
1904
Citizens & Northern Corp
Pennsylvania
$567K -$22K -163 -3%
DLCIG
1905
D.L. Carlson Investment Group
New Hampshire
$567K – – –
RPA
1906
Rock Point Advisors
Vermont
$566K -$71.6K -530 -10%
PSC
1907
Prentiss Smith & Co
Vermont
$563K +$18.9K +140 +3%
OI
1908
Oakbrook Investments
Illinois
$560K -$2.69M -19,904 -81%
BCWM
1909
Blue Chip Wealth Management
Florida
$559K +$43.9K +325 +8%
PA
1910
Probity Advisors
Texas
$558K -$19.2K -142 -3%
SDAM
1911
Shulman DeMeo Asset Management
New York
$557K -$28.2K -209 -4%
MIM
1912
Miller Investment Management
Pennsylvania
$556K – – –
PC
1913
Pecaut & Co
Iowa
$552K – – –
CCM
1914
Cullen Capital Management
New York
$551K +$620K +4,585 New
UBG
1915
United Bank (Georgia)
Georgia
$550K -$48.2K -357 -7%
RIA
1916
Realta Investment Advisors
Delaware
$549K -$62.8K -465 -9%
BBNA
1917
Bremer Bank National Association
Minnesota
$549K -$43.7K -323 -7%
HFRG
1918
Houlihan Financial Resource Group
Virginia
$549K – – –
EGM
1919
Engineers Gate Manager
New York
$548K -$874K -6,467 -59%
WA
1920
WealthTrust Axiom
Pennsylvania
$548K -$540K -3,996 -47%
GA
1921
Greytown Advisors
Florida
$548K -$420K -3,105 -40%
GI
1922
Gradient Investments
Minnesota
$548K +$26.1K +193 +4%
HBWM
1923
Hollow Brook Wealth Management
New York
$547K +$14.6K +108 +2%
CCM
1924
Compass Capital Management
Minnesota
$546K -$11.5K -85 -2%
HDIM
1925
Hanson & Doremus Investment Management
Vermont
$546K -$946 -7 -0.2%
75 76
77
78 79