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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1901
SkyOak Wealth
Michigan
$1.02M – – –
HBWM
1902
Hollow Brook Wealth Management
New York
$1.02M -$50.4K -300 -5%
CF
1903
Centaurus Financial
California
$1.02M -$11.8K -70 -1%
BA
1904
Bridgewater Advisors
New York
$1.02M +$18.6K +111 +2%
CHP
1905
Cable Hill Partners
Oregon
$1.01M +$44.2K +263 +5%
WSCM
1906
Wellington Shields Capital Management
New York
$1.01M -$2.65M -15,769 -72%
VWA
1907
VERITY Wealth Advisors
United States
$1.01M – – –
SCA
1908
St. Clair Advisors
Ohio
$1.01M +$42K +250 +4%
FCCM
1909
First City Capital Management
Georgia
$1.01M +$7.39K +44 +0.7%
CST
1910
Charles Schwab Trust
Nevada
$1.01M -$360K -2,142 -26%
WCM
1911
Wunderlich Capital Managemnt
Tennessee
$1.01M -$121K -720 -11%
RBFC
1912
Roman Butler Fullerton & Co
Missouri
$1M -$122K -725 -11%
UBV
1913
United Bank (Virginia)
Virginia
$1M -$47K -280 -4%
JWBC
1914
John W. Bristol & Co
New York
$1M -$74.2M -441,972 -99%
KFA
1915
Krane Funds Advisors
New York
$1M +$638K +3,799 +174%
TP
1916
Tranquility Partners
Tennessee
$996K – – –
TIM
1917
Thompson Investment Management
Wisconsin
$992K -$2.98M -17,753 -75%
HF
1918
HRT Financial
New York
$990K +$993K +5,916 New
SA
1919
Sunesis Advisors
Kansas
$989K +$3.86K +23 +0.4%
MA
1920
MBA Advisors
Pennsylvania
$988K +$1.85K +11 +0.2%
OWM
1921
OneAscent Wealth Management
Alabama
$984K +$987K +5,877 New
GTCM
1922
Gyon Technologies Capital Management
New Jersey
$983K -$249K -1,483 -20%
SP
1923
Successful Portfolios
Florida
$981K -$10.9K -65 -1%
GHAM
1924
Gilman Hill Asset Management
Connecticut
$981K +$47.8K +285 +5%
WI
1925
WrapManager Inc
California
$980K -$251K -1,493 -20%
75 76
77
78 79