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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1926
Cornerstone Advisory
Maryland
$1.04M +$103K +630 +12%
EIA
1927
Edgemoor Investment Advisors
Maryland
$1.04M -$17.6K -108 -2%
CWP
1928
Capital Wealth Planning
Florida
$1.04M +$96K +588 +11%
BA
1929
Bridgewater Advisors
New York
$1.04M -$163 -1 -0%
TP
1930
Tranquility Partners
Tennessee
$1.03M – – –
AW
1931
ACG Wealth
Georgia
$1.03M +$85.4K +523 +10%
FCCM
1932
First City Capital Management
Georgia
$1.03M -$135K -825 -12%
SP
1933
Successful Portfolios
Florida
$1.03M +$8.17K +50 +0.9%
CL
1934
COWA LLC
Oklahoma
$1.03M -$21.1K -129 -1%
SA
1935
Sunesis Advisors
Kansas
$1.02M +$8.17K +50 +0.9%
MA
1936
MBA Advisors
Pennsylvania
$1.02M +$87.9K +538 +10%
WAM
1937
WealthTrust Asset Management
Florida
$1.02M +$490 +3 +0.1%
FHC
1938
First Heartland Consultants
Missouri
$1.02M +$91.1K +558 +11%
SPC
1939
Stewart & Patten Company
California
$1.02M -$17.2K -105 -2%
SIG
1940
Stonegate Investment Group
Alabama
$1.01M +$955K +5,845 New
GTAM
1941
Global Trust Asset Management
Florida
$1.01M – – –
WCM
1942
Weik Capital Management
Pennsylvania
$1.01M +$15.5K +95 +2%
CCM
1943
Campbell Capital Management
Florida
$1.01M -$47.4K -290 -5%
COF
1944
Capital One Financial
Virginia
$1.01M +$8.17K +50 +0.9%
IIC
1945
Integrated Investment Consultants
Michigan
$1.01M +$58K +355 +7%
CHP
1946
Cable Hill Partners
Oregon
$1M +$54.1K +331 +6%
AWC
1947
Adamsbrown Wealth Consultants
Kansas
$1M +$945K +5,784 New
SCA
1948
St. Clair Advisors
Ohio
$1M – – –
FG
1949
Foster Group
Iowa
$1M -$19.9K -122 -2%
LA
1950
Latitude Advisors
Florida
$1M -$27.9K -171 -3%
76 77
78
79 80