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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RBFC
1926
Roman Butler Fullerton & Co
Missouri
$980K +$2.24K +13 +0.2%
GWA
1927
Gibson Wealth Advisors
Texas
$980K +$267K +1,550 +35%
FWA
1928
FSM Wealth Advisors
Ohio
$978K +$160K +928 +18%
SA
1929
Sunesis Advisors
Kansas
$977K +$12.9K +75 +1%
WSCM
1930
Wellington Shields Capital Management
New York
$977K +$47.7K +277 +5%
TP
1931
Tranquility Partners
Tennessee
$972K – – –
SAM
1932
Sabadell Asset Management
Spain
$970K -$189K -1,096 -16%
SAM
1933
Seelaus Asset Management
New Jersey
$969K -$18.6K -108 -2%
CA
1934
Carson Advisory
Georgia
$969K +$523K +3,037 +105%
ANBT
1935
American National Bank & Trust
Texas
$967K +$31K +180 +3%
MA
1936
MBA Advisors
Pennsylvania
$965K +$9.99K +58 +1%
SCI
1937
Stableford Capital II
Arizona
$964K -$30.7K -178 -3%
WI
1938
WrapManager Inc
California
$959K +$6.55K +38 +0.7%
SWM
1939
Segment Wealth Management
Texas
$959K +$71.2K +413 +8%
AGP
1940
Autumn Glory Partners
Texas
$958K -$54.6K -317 -5%
HCWM
1941
Harrison & Co Wealth Management
Virginia
$957K -$60.3K -350 -6%
LA
1942
Lifeworks Advisors
Michigan
$957K -$45.2K -262 -5%
MTIC
1943
Missouri Trust & Investment Company
Missouri
$957K +$50K +290 +5%
CL
1944
COWA LLC
Oklahoma
$956K – – –
WAM
1945
WealthTrust Asset Management
Florida
$956K +$345 +2 +0%
WCM
1946
Wunderlich Capital Managemnt
Tennessee
$954K – – –
CL
1947
Choreo LLC
Illinois
$952K +$21K +122 +2%
SP
1948
Successful Portfolios
Florida
$949K -$9.48K -55 -0.9%
WSC
1949
Wellington Shields & Co
New York
$949K +$5.17K +30 +0.5%
SFP
1950
Sweet Financial Partners
Minnesota
$948K +$563K +3,269 +129%
76 77
78
79 80