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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BLAM
1951
Bourne Lent Asset Management
New York
$942K – – –
WCA
1952
Waypoint Capital Advisors
Minnesota
$938K – – –
BFG
1953
Barber Financial Group
Kansas
$937K +$1.68K +10 +0.2%
SDAM
1954
Shulman DeMeo Asset Management
New York
$937K +$3.53K +21 +0.4%
KC
1955
Kingfisher Capital
North Carolina
$937K +$10.4K +62 +1%
MTIC
1956
Missouri Trust & Investment Company
Missouri
$937K +$187K +1,115 +25%
PP
1957
PDS Planning
Ohio
$933K +$111K +661 +13%
CA
1958
Cornerstone Advisory
Maryland
$932K -$72.5K -432 -7%
WPC
1959
Wedmont Private Capital
Pennsylvania
$932K +$107K +637 +13%
MG
1960
Mather Group
Illinois
$931K +$212K +1,262 +29%
REMPR
1961
Roof Eidam Maycock Peralta (REMP)
California
$929K – – –
BWM
1962
Baystate Wealth Management
Massachusetts
$928K +$7.55K +45 +0.8%
CIG
1963
Cairn Investment Group
Washington
$927K +$48.4K +288 +8%
SLA
1964
Silver Lake Advisory
Utah
$925K +$2.02K +12 +0.2%
HDIM
1965
Hanson & Doremus Investment Management
Vermont
$925K +$171K +1,016 +23%
APWA
1966
Atlas Private Wealth Advisors
New Jersey
$923K +$53.7K +320 +6%
CPA
1967
Cardiff Park Advisors
California
$916K +$9.23K +55 +1%
DLHL
1968
Donald L. Hagan LLC
Florida
$916K +$59.6K +355 +7%
CWP
1969
Curated Wealth Partners
California
$914K – – –
DE
1970
Day & Ennis
Georgia
$910K +$504 +3 +0.1%
MA
1971
MJP Associates
Connecticut
$910K +$62.6K +373 +7%
PA
1972
Perennial Advisors
New York
$910K +$97.7K +582 +12%
PIMG
1973
Patriot Investment Management Group
Tennessee
$910K +$278K +1,655 +44%
FCA
1974
FinTrust Capital Advisors
South Carolina
$907K -$302K -1,798 -25%
FHC
1975
First Heartland Consultants
Missouri
$906K -$76.6K -456 -8%
77 78
79
80 81