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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1901
Centaurus Financial
California
$1.02M -$11.8K -70 -1%
BA
1902
Bridgewater Advisors
New York
$1.02M +$18.6K +111 +2%
CHP
1903
Cable Hill Partners
Oregon
$1.01M +$44.2K +263 +5%
WSCM
1904
Wellington Shields Capital Management
New York
$1.01M -$2.65M -15,769 -72%
VWA
1905
VERITY Wealth Advisors
United States
$1.01M – – –
SCA
1906
St. Clair Advisors
Ohio
$1.01M +$42K +250 +4%
FCCM
1907
First City Capital Management
Georgia
$1.01M +$7.39K +44 +0.7%
CST
1908
Charles Schwab Trust
Nevada
$1.01M -$360K -2,142 -26%
WCM
1909
Wunderlich Capital Managemnt
Tennessee
$1.01M -$121K -720 -11%
RBFC
1910
Roman Butler Fullerton & Co
Missouri
$1M -$122K -725 -11%
UBV
1911
United Bank (Virginia)
Virginia
$1M -$47K -280 -4%
JWBC
1912
John W. Bristol & Co
New York
$1M -$74.2M -441,972 -99%
KFA
1913
Krane Funds Advisors
New York
$1M +$638K +3,799 +174%
TP
1914
Tranquility Partners
Tennessee
$996K – – –
TIM
1915
Thompson Investment Management
Wisconsin
$992K -$2.98M -17,753 -75%
HF
1916
HRT Financial
New York
$990K +$993K +5,916 New
SA
1917
Sunesis Advisors
Kansas
$989K +$3.86K +23 +0.4%
MA
1918
MBA Advisors
Pennsylvania
$988K +$1.85K +11 +0.2%
OWM
1919
OneAscent Wealth Management
Alabama
$984K +$987K +5,877 New
GTCM
1920
Gyon Technologies Capital Management
New Jersey
$983K -$249K -1,483 -20%
SP
1921
Successful Portfolios
Florida
$981K -$10.9K -65 -1%
GHAM
1922
Gilman Hill Asset Management
Connecticut
$981K +$47.8K +285 +5%
WI
1923
WrapManager Inc
California
$980K -$251K -1,493 -20%
SAM
1924
Seelaus Asset Management
New Jersey
$979K -$488K -2,904 -33%
LOPW
1925
Live Oak Private Wealth
North Carolina
$979K -$192K -1,142 -16%
75 76
77
78 79