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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1951
Barber Financial Group
Kansas
$696K +$119K +869 +21%
PFG
1952
PAX Financial Group
Texas
$696K +$143K +1,045 +27%
CRC
1953
Curi RMB Capital
Illinois
$695K +$38.4K +280 +6%
T
1954
TOBAM
France
$694K – – –
DLHL
1955
Donald L. Hagan LLC
Florida
$693K +$485K +3,532 +259%
AIS
1956
American Investment Services
Massachusetts
$689K – – –
BWM
1957
Baystate Wealth Management
Massachusetts
$688K +$8.1K +59 +1%
VC
1958
Vicus Capital
Pennsylvania
$685K -$19.9K -145 -3%
KMWM
1959
Keudell/Morrison Wealth Management
Oregon
$685K +$22.9K +167 +4%
ERIM
1960
Eagle Ridge Investment Management
Connecticut
$683K -$292K -2,130 -31%
LB
1961
Legacy Bridge
Iowa
$681K +$72.6K +529 +12%
CA
1962
Claar Advisors
New York
$679K +$659K +4,800 New
VCM
1963
Vivaldi Capital Management
Illinois
$678K -$210K -1,533 -25%
LAIC
1964
Lederer & Associates Investment Counsel
California
$678K -$44.5K -324 -6%
GC
1965
Gilbert & Cook
Iowa
$675K +$72.9K +531 +13%
SWMP
1966
Signature Wealth Management Partners
New Jersey
$667K – – –
BS
1967
Banco Santander
Spain
$667K +$7.41K +54 +1%
GL
1968
Graypoint LLC
New York
$667K +$39K +284 +6%
SFA
1969
Semmax Financial Advisors
North Carolina
$667K +$77.3K +563 +14%
APWA
1970
Atlas Private Wealth Advisors
New Jersey
$667K +$91.3K +665 +16%
MPPLM
1971
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$667K +$996K +7,259 +217%
RIS
1972
Retirement Income Solutions
Michigan
$664K -$11.3K -82 -2%
CWM
1973
Circle Wealth Management
New Jersey
$662K -$16.9K -123 -3%
FB
1974
First Bancorp
Maine
$661K +$641K +4,671 New
FAT
1975
First American Trust
California
$659K -$176K -1,282 -22%
77 78
79
80 81