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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1901
Tudor Financial
Ohio
$1.02M +$97.5K +655 +11%
EIG
1902
Ellenbecker Investment Group
Wisconsin
$1.02M +$3.13K +21 +0.3%
PFM
1903
Potomac Fund Management
Florida
$1.02M +$165K +1,111 +18%
SAM
1904
Strategy Asset Managers
California
$1.02M +$42.9K +288 +4%
KCIC
1905
Kuhn & Co Investment Counsel
Illinois
$1.02M +$595 +4 +0.1%
JWM
1906
Jeppson Wealth Management
California
$1.02M -$93K -625 -8%
BONST
1907
Bank of Nova Scotia Trust
Ontario, Canada
$1.01M +$1.49K +10 +0.1%
DFG
1908
Delta Financial Group
New Jersey
$1.01M -$39.9K -268 -4%
CBT
1909
CoreFirst Bank & Trust
Kansas
$1.01M -$84.8K -570 -8%
PRP
1910
Peak Retirement Planning
Ohio
$1.01M +$222K +1,493 +28%
AAM
1911
Aureus Asset Management
Massachusetts
$1.01M +$213K +1,433 +27%
CP
1912
Canopy Partners
Ohio
$1M -$17K -114 -2%
BTC
1913
Bank & Trust Company
Illinois
$1M +$134K +899 +16%
HPIA
1914
Hamilton Point Investment Advisors
North Carolina
$1M -$3.57K -24 -0.4%
MLA
1915
My Legacy Advisors
Oregon
$1M -$38K -255 -4%
MCM
1916
M1 Capital Management
Michigan
$998K +$991K +6,657 New
MPM
1917
Meritage Portfolio Management
Kansas
$998K -$42K -282 -4%
CWP
1918
Core Wealth Partners
California
$997K -$220K -1,481 -18%
ECM
1919
EagleClaw Capital Management
Massachusetts
$995K -$15.6K -105 -2%
VCM
1920
Versant Capital Management
Arizona
$990K +$340K +2,281 +53%
VCP
1921
Verus Capital Partners
Arizona
$990K -$128K -859 -12%
ACM
1922
Argyle Capital Management
Pennsylvania
$990K +$625K +4,202 +175%
VI
1923
Versor Investments
New York
$989K +$312K +2,096 +47%
VWM
1924
Venturi Wealth Management
Texas
$988K -$181K -1,213 -16%
AA
1925
Advisory Alpha
Michigan
$985K +$44.4K +298 +5%
75 76
77
78 79