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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1926
Herold Advisors
New York
$1.13M +$20.8K +121 +2%
KC
1927
Kingfisher Capital
North Carolina
$1.13M -$1.03K -6 -0.1%
FSA
1928
Fort Sheridan Advisors
Illinois
$1.12M – – –
MTIC
1929
Missouri Trust & Investment Company
Missouri
$1.12M +$80.7K +470 +8%
CPIA
1930
Cornell Pochily Investment Advisors
New York
$1.12M -$25.1K -146 -2%
AWG
1931
Altus Wealth Group
Colorado
$1.12M +$91.9K +535 +9%
SHA
1932
Seneca House Advisors
Virginia
$1.12M -$33K -192 -3%
WAOTB
1933
Wealth Advisors of Tampa Bay
Florida
$1.12M +$515 +3 +0%
AWA
1934
Aaron Wealth Advisors
Illinois
$1.12M +$130K +759 +13%
FMLI
1935
Fukoku Mutual Life Insurance
Japan
$1.12M +$13.1K +76 +1%
GIP
1936
Greatmark Investment Partners
Georgia
$1.11M -$7.22K -42 -0.6%
MCCA
1937
Mill Creek Capital Advisors
Pennsylvania
$1.11M -$466K -2,715 -29%
KFA
1938
Kelleher Financial Advisors
New York
$1.11M – – –
CA
1939
Carson Advisory
Georgia
$1.11M +$1.03K +6 +0.1%
JSL
1940
JT Stratford LLC
Georgia
$1.11M -$15.6K -91 -1%
SRL
1941
Scientech Research LLC
New Jersey
$1.11M +$780K +4,541 +231%
SAM
1942
Strategy Asset Managers
California
$1.11M -$15.1K -88 -1%
DAM
1943
Doheny Asset Management
California
$1.1M -$144K -840 -11%
MPPLM
1944
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.1M +$59.4K +346 +6%
AFT
1945
Alpha Family Trust
California
$1.1M -$426K -2,480 -28%
NFG
1946
Nadler Financial Group
Illinois
$1.1M -$29.4K -171 -3%
CP
1947
Canopy Partners
Ohio
$1.1M -$25.1K -146 -2%
OHWP
1948
Oak Harbor Wealth Partners
North Carolina
$1.1M +$35K +204 +3%
IWM
1949
Integris Wealth Management
California
$1.1M +$54.8K +319 +5%
RAG
1950
RIA Advisory Group
Iowa
$1.09M +$1.11M +6,432 New
76 77
78
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