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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
1901
Alpha Cubed Investments
California
$1.17M +$110K +661 +11%
ECM
1902
Elgethun Capital Management
South Dakota
$1.17M +$5.64K +34 +0.5%
VCP
1903
Verus Capital Partners
Arizona
$1.17M -$44.3K -267 -4%
RFA
1904
Resurgent Financial Advisors
Georgia
$1.17M -$35.2K -212 -3%
LSA
1905
Lion Street Advisors
Texas
$1.16M -$167K -1,004 -13%
FG
1906
Foster Group
Iowa
$1.16M – – –
CGFA
1907
Colton Groome Financial Advisors
North Carolina
$1.16M +$295K +1,780 +35%
NFG
1908
Nadler Financial Group
Illinois
$1.16M – – –
VWA
1909
VERITY Wealth Advisors
United States
$1.15M -$8.29K -50 -0.7%
MLA
1910
MB, Levis & Associates
Pennsylvania
$1.15M +$6.14K +37 +0.5%
CWM
1911
Cahaba Wealth Management
Georgia
$1.15M -$347K -2,091 -24%
CWP
1912
Core Wealth Partners
California
$1.15M +$34.8K +210 +3%
WTFG
1913
Wells Trecaso Financial Group
Ohio
$1.15M -$26.2K -158 -2%
EIG
1914
Ellenbecker Investment Group
Wisconsin
$1.15M – – –
WDC
1915
Woodward Diversified Capital
California
$1.14M -$14.6K -88 -1%
WSCM
1916
Wellington Shields Capital Management
New York
$1.14M +$61.5K +371 +6%
CPW
1917
Cove Private Wealth
New York
$1.14M +$1.11M +6,705 New
SDAM
1918
Shulman DeMeo Asset Management
New York
$1.14M -$2.98K -18 -0.3%
QWP
1919
Quotient Wealth Partners
Texas
$1.14M +$1.11M +6,690 New
WWP
1920
WR Wealth Planners
Missouri
$1.13M +$59.2K +357 +6%
BA
1921
Ballast Advisors
Minnesota
$1.13M +$146K +883 +15%
WP
1922
Westmount Partners
California
$1.13M -$19.9K -120 -2%
BCM
1923
Brown Capital Management
Maryland
$1.13M – – –
IWA
1924
IVC Wealth Advisors
Pennsylvania
$1.13M -$33.2K -200 -3%
RFG
1925
RFP Financial Group
Georgia
$1.13M +$10.4K +63 +1%
75 76
77
78 79