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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
1951
Accurate Investment Solutions
Pennsylvania
$236K -$1.82K -16 -0.7%
WAM
1952
Weatherly Asset Management
California
$236K +$455 +4 +0.2%
LPIC
1953
LeJeune Puetz Investment Counsel
Michigan
$235K -$42.1K -370 -15%
EA
1954
Elm Advisors
California
$235K -$11.4K -100 -4%
PWPS
1955
Pinnacle Wealth Planning Services
Ohio
$235K +$112K +982 +84%
BC
1956
Banced Corp
Illinois
$235K +$245K +2,153 New
SG
1957
StoneX Group
New York
$234K +$20K +176 +9%
WP
1958
WealthSource Partners
California
$233K +$38.7K +340 +19%
BCI
1959
Brinker Capital Investments
Pennsylvania
$230K +$23.3K +205 +11%
VV
1960
Verity & Verity
South Carolina
$230K +$239K +2,105 New
TCB
1961
Texas Capital Bancshares
Texas
$229K +$455 +4 +0.2%
SAS
1962
Stelac Advisory Services
New York
$229K +$238K +2,097 New
HI
1963
Harrington Investments
California
$228K – – –
CWSR
1964
Chessman Wealth Strategies RIA
Texas
$227K +$12.2K +107 +5%
FDS
1965
First Dallas Securities
Texas
$226K – – –
SIC
1966
Sigma Investment Counselors
Michigan
$224K -$3.3K -29 -1%
TIA
1967
Tiemann Investment Advisors
California
$224K +$22.7K +200 +11%
EAM
1968
Evanson Asset Management
California
$222K – – –
MLFP
1969
MPS Loria Financial Planners
Illinois
$222K +$1.02K +9 +0.4%
WCM
1970
Wedge Capital Management
North Carolina
$222K +$17.3K +152 +8%
OWM
1971
Orgel Wealth Management
Wisconsin
$221K – – –
GKIM
1972
GW&K Investment Management
Massachusetts
$220K -$244K -2,148 -52%
AAM
1973
Aureus Asset Management
Massachusetts
$220K -$55.5K -488 -20%
CWM
1974
Circle Wealth Management
New Jersey
$219K +$7.17K +63 +3%
SCG
1975
Sonata Capital Group
Washington
$218K -$121K -1,060 -35%
77 78
79
80 81