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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1926
Gould Asset Management
California
$860K -$24.7K -165 -3%
DRD
1927
Dennis R. Delaney
$860K -$5.98K -40 -0.6%
PWA
1928
Phoenix Wealth Advisors
North Carolina
$859K +$2.09K +14 +0.2%
CAWM
1929
Capital Advisors Wealth Management
Washington
$857K +$149K +996 +19%
MLA
1930
MB, Levis & Associates
Pennsylvania
$856K +$12.4K +83 +1%
EIP
1931
Ellis Investment Partners
Pennsylvania
$856K +$34.4K +230 +4%
BONH
1932
Bank of New Hampshire
New Hampshire
$854K -$13.2K -88 -1%
AWG
1933
Altus Wealth Group
Colorado
$853K +$4.79K +32 +0.5%
CLIP
1934
Colter Lewis Investment Partners
Connecticut
$853K – – –
WP
1935
WealthPLAN Partners
Nebraska
$853K -$1.69M -11,294 -64%
PIA
1936
Pinion Investment Advisors
Kansas
$851K -$207K -1,384 -18%
WA
1937
Waddell & Associates
Tennessee
$850K -$364K -2,436 -28%
WAM
1938
Wakefield Asset Management
Colorado
$850K – – –
CBT
1939
CoreFirst Bank & Trust
Kansas
$848K -$15K -100 -2%
WAG
1940
Winthrop Advisory Group
Massachusetts
$847K +$16.4K +110 +2%
DO
1941
denkapparat Operations
Germany
$847K +$87.6K +586 +10%
BA
1942
Bridgewater Advisors
New York
$846K -$119K -797 -12%
FBB
1943
Fulton Breakefield Broenniman
Maryland
$844K -$70.6K -472 -7%
CFG
1944
Clayton Financial Group
Missouri
$844K -$39.9K -267 -4%
CCM
1945
Cullen Capital Management
New York
$843K – – –
RFG
1946
Range Financial Group
Oregon
$843K +$130K +872 +16%
AWA
1947
Ark Wealth Advisors
California
$841K +$31.6K +211 +4%
MMM
1948
Mendel Money Management
Illinois
$840K -$685K -4,583 -42%
WAM
1949
WealthTrust Asset Management
Florida
$839K +$2.09K +14 +0.2%
CGFA
1950
Colton Groome Financial Advisors
North Carolina
$839K +$51.1K +342 +6%
76 77
78
79 80