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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1926
WealthPLAN Partners
Nebraska
$853K -$1.69M -11,294 -64%
PIA
1927
Pinion Investment Advisors
Kansas
$851K -$207K -1,384 -18%
WA
1928
Waddell & Associates
Tennessee
$850K -$364K -2,436 -28%
WAM
1929
Wakefield Asset Management
Colorado
$850K – – –
CBT
1930
CoreFirst Bank & Trust
Kansas
$848K -$15K -100 -2%
WAG
1931
Winthrop Advisory Group
Massachusetts
$847K +$16.4K +110 +2%
DO
1932
denkapparat Operations
Germany
$847K +$87.6K +586 +10%
BA
1933
Bridgewater Advisors
New York
$846K -$119K -797 -12%
FBB
1934
Fulton Breakefield Broenniman
Maryland
$844K -$70.6K -472 -7%
CFG
1935
Clayton Financial Group
Missouri
$844K -$39.9K -267 -4%
CCM
1936
Cullen Capital Management
New York
$843K – – –
RFG
1937
Range Financial Group
Oregon
$843K +$130K +872 +16%
AWA
1938
Ark Wealth Advisors
California
$841K +$31.6K +211 +4%
MMM
1939
Mendel Money Management
Illinois
$840K -$685K -4,583 -42%
WAM
1940
WealthTrust Asset Management
Florida
$839K +$2.09K +14 +0.2%
CGFA
1941
Colton Groome Financial Advisors
North Carolina
$839K +$51.1K +342 +6%
LIM
1942
Loudon Investment Management
New Hampshire
$837K – – –
RZH
1943
Relyea Zuckerberg Hanson
Connecticut
$837K -$136K -908 -13%
ZIG
1944
Zullo Investment Group
Pennsylvania
$835K -$137K -914 -13%
ICA
1945
Infrastructure Capital Advisors
New York
$834K +$149K +999 +19%
SFB
1946
STAR Financial Bank
Indiana
$833K -$281K -1,880 -23%
MSCM
1947
McElhenny Sheffield Capital Management
Texas
$833K +$86.1K +576 +10%
DAC
1948
Dividend Assets Capital
South Carolina
$831K – – –
RCWM
1949
Royal Capital Wealth Management
Indiana
$830K -$12K -80 -1%
SAM
1950
Sawgrass Asset Management
Florida
$829K -$33.5K -224 -4%
76 77
78
79 80