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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
1926
Sargent Bickham Lagudis
Colorado
$726K +$20.2K +147 +3%
IAP
1927
Indie Asset Partners
Indiana
$724K -$13.7K -100 -2%
WA
1928
Wambolt & Associates
Colorado
$724K +$159K +1,162 +29%
CA
1929
Cornerstone Advisory
Maryland
$723K -$4.53K -33 -0.6%
MWPCG
1930
Measured Wealth Private Client Group
New Hampshire
$723K +$180K +1,309 +34%
AWA
1931
Alta Wealth Advisors
Massachusetts
$720K -$20.6K -150 -3%
MMHP
1932
Murphy Middleton Hinkle & Parker
Georgia
$718K +$274 +2 +0%
AWAP
1933
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$717K -$36.5K -266 -5%
PCM
1934
Perritt Capital Management
Illinois
$717K – – –
LWAM
1935
Legacy Wealth Asset Management
Minnesota
$717K +$18K +131 +3%
AW
1936
Alaethes Wealth
Nevada
$717K +$695K +5,067 New
KFI
1937
Key Financial Inc
Pennsylvania
$716K -$49.9K -364 -7%
SGI
1938
Summit Global Investments
Utah
$712K +$166K +1,207 +32%
BCCM
1939
Bridge Creek Capital Management
Massachusetts
$708K -$82.6K -602 -6%
TFA
1940
Teamwork Financial Advisors
Texas
$708K -$9.61K -70 -1%
CHP
1941
Cable Hill Partners
Oregon
$704K +$65.3K +476 +11%
WIA
1942
Westbourne Investment Advisors
Maryland
$700K -$137K -1,000 -17%
BONST
1943
Bank of Nova Scotia Trust
Ontario, Canada
$700K +$170K +1,240 +33%
CP
1944
Covenant Partners
Tennessee
$699K -$63.9K -466 -9%
SEM
1945
Suncoast Equity Management
Florida
$699K +$19.9K +145 +3%
CISOA
1946
Capital Investment Services of America
Wisconsin
$699K +$43.5K +317 +7%
CRI
1947
Colonial River Investments
Virginia
$698K -$2.47K -18 -0.4%
BA
1948
Bridgewater Advisors
New York
$698K +$664K +4,838 New
SWA
1949
SFMG Wealth Advisors
Texas
$696K -$139K -1,016 -17%
BFG
1950
Barber Financial Group
Kansas
$696K +$119K +869 +21%
76 77
78
79 80