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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
1926
Brooklyn Investment Group
New York
$1.23M -$12K -71 -1%
CSUI
1927
Cincinnati Specialty Underwriters Insurance
Ohio
$1.23M – – –
QCIG
1928
Quad-Cities Investment Group
Iowa
$1.21M -$11.1K -66 -0.9%
PCA
1929
Prosperity Capital Advisors
Ohio
$1.21M +$379K +2,254 +48%
CWP
1930
Core Wealth Partners
California
$1.21M +$27.8K +165 +2%
AA
1931
Advisory Alpha
Michigan
$1.21M +$64.1K +381 +6%
EIA
1932
Edgemoor Investment Advisors
Maryland
$1.21M -$42.9K -255 -4%
ECM
1933
Elgethun Capital Management
South Dakota
$1.21M +$5.05K +30 +0.4%
MLA
1934
MB, Levis & Associates
Pennsylvania
$1.2M +$17.5K +104 +2%
SMA
1935
Sage Mountain Advisors
Georgia
$1.2M +$98.1K +583 +9%
BMWM
1936
Brown Miller Wealth Management
Virginia
$1.2M +$236K +1,404 +26%
SL
1937
Salomon & Ludwin
Virginia
$1.2M -$195K -1,161 -14%
CGFA
1938
Colton Groome Financial Advisors
North Carolina
$1.2M +$6.9K +41 +0.6%
VWA
1939
VERITY Wealth Advisors
United States
$1.2M +$8.59K +51 +0.8%
OPA
1940
Old Port Advisors
Maine
$1.2M -$21.7K -129 -2%
WTFG
1941
Wells Trecaso Financial Group
Ohio
$1.19M +$5.89K +35 +0.5%
CRWM
1942
Castle Rock Wealth Management
California
$1.19M +$21.5K +128 +2%
FG
1943
Foster Group
Iowa
$1.19M -$10.4K -62 -0.9%
CPIA
1944
Cornell Pochily Investment Advisors
New York
$1.19M +$67.5K +401 +6%
EIG
1945
Ellenbecker Investment Group
Wisconsin
$1.18M +$3.03K +18 +0.3%
CWM
1946
Cahaba Wealth Management
Georgia
$1.18M -$3.7K -22 -0.3%
MWM
1947
MBE Wealth Management
Wisconsin
$1.18M +$105K +621 +10%
SPC
1948
Spirepoint Private Client
Florida
$1.18M +$1.13M +6,718 New
CPW
1949
Cove Private Wealth
New York
$1.17M – – –
PWA
1950
Physician Wealth Advisors
Utah
$1.17M +$48.8K +290 +4%
76 77
78
79 80