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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1951
Loudon Investment Management
New Hampshire
$837K – – –
RZH
1952
Relyea Zuckerberg Hanson
Connecticut
$837K -$136K -908 -13%
ZIG
1953
Zullo Investment Group
Pennsylvania
$835K -$137K -914 -13%
ICA
1954
Infrastructure Capital Advisors
New York
$834K +$149K +999 +19%
SFB
1955
STAR Financial Bank
Indiana
$833K -$281K -1,880 -23%
MSCM
1956
McElhenny Sheffield Capital Management
Texas
$833K +$86.1K +576 +10%
DAC
1957
Dividend Assets Capital
South Carolina
$831K – – –
HW
1958
HORAN Wealth
Ohio
$830K -$1.08M -7,207 -54%
RCWM
1959
Royal Capital Wealth Management
Indiana
$830K -$12K -80 -1%
SAM
1960
Sawgrass Asset Management
Florida
$829K -$33.5K -224 -4%
BLAM
1961
Bourne Lent Asset Management
New York
$828K -$44.9K -300 -5%
MWA
1962
Midland Wealth Advisors
Illinois
$827K -$217K -1,453 -19%
DI
1963
Diligent Investors
California
$821K +$39.2K +262 +5%
IC
1964
IKE Capital
New York
$820K -$73.3K -490 -7%
OPA
1965
Old Port Advisors
Maine
$816K -$15.1K -101 -2%
QP
1966
Quilter Plc
United Kingdom
$814K -$493K -3,300 -35%
DE
1967
Defiance ETFs
New York
$813K +$184K +1,229 +27%
CP
1968
Canopy Partners
Ohio
$813K -$8.97K -60 -1%
SWM
1969
Spire Wealth Management
Virginia
$812K -$91.8K -614 -9%
RPCONE
1970
Retirement Planning Company of New England
Rhode Island
$812K +$598 +4 +0.1%
RIA
1971
Richwood Investment Advisors
Ohio
$812K +$80K +535 +10%
WA
1972
Walsh & Associates
Florida
$811K – – –
FCM
1973
Fortis Capital Management
Washington
$811K +$19.3K +129 +2%
EAM
1974
Empirical Asset Management
Massachusetts
$811K -$28.6K -191 -3%
PG
1975
Proffitt & Goodson
Tennessee
$811K +$18.1K +121 +2%
77 78
79
80 81