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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
1926
Clark Capital Management Group
Pennsylvania
$1.03M -$56K -342 -5%
GEA
1927
Glen Eagle Advisors
New Jersey
$1.03M -$151K -921 -12%
EIG
1928
Ellenbecker Investment Group
Wisconsin
$1.03M +$328 +2 +0%
CA
1929
Cambridge Advisors
Nebraska
$1.03M -$205K -1,250 -16%
HPIA
1930
Hamilton Point Investment Advisors
North Carolina
$1.03M -$72.9K -445 -6%
RAM
1931
Ramirez Asset Management
New York
$1.03M – – –
KCIC
1932
Kuhn & Co Investment Counsel
Illinois
$1.03M +$18K +110 +2%
BONST
1933
Bank of Nova Scotia Trust
Ontario, Canada
$1.03M -$222K -1,358 -17%
HA
1934
Herold Advisors
New York
$1.03M +$15.9K +97 +1%
ECM
1935
EagleClaw Capital Management
Massachusetts
$1.02M +$88.5K +540 +9%
HC
1936
Hamilton Capital
Ohio
$1.02M +$264K +1,611 +32%
FIM
1937
Freedom Investment Management
Connecticut
$1.02M +$86.2K +526 +9%
MCCA
1938
Mill Creek Capital Advisors
Pennsylvania
$1.02M +$27.5K +168 +3%
AIM
1939
AMI Investment Management
Indiana
$1.02M -$912K -5,564 -45%
PIA
1940
Pollock Investment Advisors
Michigan
$1.02M +$1.09M +6,681 New
DA
1941
Denali Advisors
California
$1.01M -$5.64M -34,407 -84%
KC
1942
Knuff & Co
California
$1.01M -$41K -250 -4%
WWP
1943
WR Wealth Planners
Missouri
$1.01M -$16.5K -101 -1%
GWANC
1944
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.01M +$190K +1,160 +21%
FWA
1945
Flagship Wealth Advisors
Massachusetts
$1.01M +$1.09M +6,638 New
SCI
1946
Stableford Capital II
Arizona
$1.01M -$14.4K -88 -1%
LJAC
1947
L.J. Altfest & Co
New York
$1.01M -$45.5K -278 -4%
MLA
1948
My Legacy Advisors
Oregon
$1M -$14.3K -87 -1%
SIA
1949
SkyView Investment Advisors
New Jersey
$999K +$1.08M +6,572 New
OPA
1950
Old Port Advisors
Maine
$998K -$30.8K -188 -3%
76 77
78
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