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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1901
Optas LLC
Texas
$1.15M +$25.9K +148 +2%
ECM
1902
EagleClaw Capital Management
Massachusetts
$1.15M – – –
TIM
1903
Tevis Investment Management
Texas
$1.15M -$3.5K -20 -0.3%
CA
1904
Carson Advisory
Georgia
$1.15M +$6.99K +40 +0.6%
SAM
1905
Strategy Asset Managers
California
$1.15M -$685K -3,916 -38%
TFA
1906
Transamerica Financial Advisors
Florida
$1.15M +$53.7K +307 +5%
IAS
1907
Insigneo Advisory Services
Florida
$1.15M +$12.1K +69 +1%
PWC
1908
PYA Waltman Capital
Tennessee
$1.14M +$372K +2,131 +51%
APG
1909
Abacus Planning Group
South Carolina
$1.14M -$699 -4 -0.1%
LIM
1910
Longfellow Investment Management
Massachusetts
$1.14M +$205K +1,173 +23%
BMWM
1911
Brown Miller Wealth Management
Virginia
$1.14M +$699 +4 +0.1%
PFC
1912
Phocas Financial Corp
California
$1.14M -$29.2K -167 -3%
BHIC
1913
Bassett Hargrove Investment Counsel
Delaware
$1.14M – – –
RC
1914
Reik & Co
New York
$1.14M -$44.9K -257 -4%
BWM
1915
Buckley Wealth Management
Nevada
$1.14M -$5.07K -29 -0.5%
WAG
1916
Winthrop Advisory Group
Massachusetts
$1.14M -$4.89K -28 -0.4%
UBV
1917
United Bank (Virginia)
Virginia
$1.14M -$25.7K -147 -2%
MIC
1918
Meridian Investment Counsel
California
$1.14M – – –
BC
1919
Brookfield Corp
Ontario, Canada
$1.14M +$1.09M +6,230 New
AFG
1920
AFS Financial Group
Maryland
$1.14M -$5.24K -30 -0.5%
WI
1921
WrapManager Inc
California
$1.13M +$48.9K +280 +5%
IWM
1922
Integris Wealth Management
California
$1.13M – – –
NPF
1923
Norris Perne & French
Michigan
$1.13M +$49.5K +283 +5%
KW
1924
KWB Wealth
California
$1.13M +$229K +1,309 +26%
CCM
1925
Carlson Capital Management
Minnesota
$1.13M +$874 +5 +0.1%
75 76
77
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