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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
1926
Jamison Private Wealth Management
Georgia
$1.09M +$1.17M +6,420 New
OCM
1927
One Capital Management
California
$1.09M -$86.8K -478 -7%
NPF
1928
Norris Perne & French
Michigan
$1.09M +$42.9K +236 +4%
CA
1929
Carson Advisory
Georgia
$1.09M +$20.2K +111 +2%
BFG
1930
Berger Financial Group
Minnesota
$1.09M +$24.3K +134 +2%
WAG
1931
Winthrop Advisory Group
Massachusetts
$1.08M -$8.17K -45 -0.7%
ATWA
1932
Arbor Trust Wealth Advisors
Michigan
$1.08M -$7.63K -42 -0.7%
ASBI
1933
American State Bank (Iowa)
Iowa
$1.08M +$12.9K +71 +1%
PWA
1934
Physician Wealth Advisors
Utah
$1.08M +$1.09K +6 +0.1%
CG
1935
Clarus Group
Texas
$1.07M -$19.1K -105 -2%
WSCM
1936
Wellington Shields Capital Management
New York
$1.07M +$36.7K +202 +3%
BCA
1937
Bray Capital Advisors
Florida
$1.07M +$9.26K +51 +0.8%
ACM
1938
AlphaStar Capital Management
North Carolina
$1.07M +$107K +590 +10%
WWP
1939
WR Wealth Planners
Missouri
$1.07M +$12.9K +71 +1%
CFO
1940
Custos Family Office
Texas
$1.07M -$19.3K -106 -2%
AFG
1941
AFS Financial Group
Maryland
$1.07M +$22.2K +122 +2%
EIP
1942
Ellis Investment Partners
Pennsylvania
$1.07M +$1.82K +10 +0.2%
TIM
1943
Tevis Investment Management
Texas
$1.06M – – –
CA
1944
Cornerstone Advisory
Maryland
$1.06M +$25.6K +141 +2%
BMWM
1945
Brown Miller Wealth Management
Virginia
$1.06M +$726 +4 +0.1%
RCWM
1946
Royal Capital Wealth Management
Indiana
$1.06M -$493K -2,714 -30%
ACI
1947
Alpha Cubed Investments
California
$1.06M +$478K +2,632 +73%
BHIC
1948
Bassett Hargrove Investment Counsel
Delaware
$1.05M -$4.72K -26 -0.4%
OPPS
1949
Obsidian Personal Planning Solutions
Maryland
$1.05M -$41.8K -230 -4%
ECM
1950
EagleClaw Capital Management
Massachusetts
$1.05M -$18.2K -100 -2%
76 77
78
79 80