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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1951
MBA Advisors
Pennsylvania
$1.09M +$23.2K +130 +2%
NFA
1952
Northern Financial Advisors
Michigan
$1.09M +$1.08M +6,039 New
PP
1953
PDS Planning
Ohio
$1.09M -$535 -3 -0%
CL
1954
COWA LLC
Oklahoma
$1.09M -$112K -627 -7%
SP
1955
Successful Portfolios
Florida
$1.09M +$36.9K +207 +4%
CFG
1956
Carr Financial Group
Massachusetts
$1.09M +$1.07M +5,977 New
WB
1957
West Bancorporation
Iowa
$1.08M -$20.2K -113 -2%
SA
1958
Sunesis Advisors
Kansas
$1.08M – – –
TP
1959
Tranquility Partners
Tennessee
$1.08M +$4.99K +28 +0.5%
TFA
1960
Transamerica Financial Advisors
Florida
$1.08M +$127K +714 +14%
AT
1961
Arden Trust
Delaware
$1.08M -$37.1K -208 -3%
CRWM
1962
Castle Rock Wealth Management
California
$1.07M -$15.5K -87 -1%
WI
1963
WrapManager Inc
California
$1.07M +$11.6K +65 +1%
LKIM
1964
Lawson Kroeker Investment Management
Nebraska
$1.07M -$542K -3,040 -34%
NPF
1965
Norris Perne & French
Michigan
$1.07M +$88.1K +494 +9%
KFP
1966
KB Financial Partners
New Jersey
$1.07M -$31.9K -179 -3%
WSC
1967
Wellington Shields & Co
New York
$1.07M +$17.8K +100 +2%
SAM
1968
Seelaus Asset Management
New Jersey
$1.07M -$6.24K -35 -0.6%
DE
1969
Day & Ennis
Georgia
$1.07M +$81K +454 +8%
HCWM
1970
Harrison & Co Wealth Management
Virginia
$1.07M +$6.24K +35 +0.6%
AAM
1971
Aureus Asset Management
Massachusetts
$1.06M +$1.05M +5,893 New
HA
1972
Herold Advisors
New York
$1.06M +$17.8K +100 +2%
CA
1973
Cornerstone Advisory
Maryland
$1.06M +$25.5K +143 +2%
SWM
1974
Segment Wealth Management
Texas
$1.06M – – –
MFG
1975
Monumental Financial Group
Maryland
$1.06M +$1.05M +5,865 New
77 78
79
80 81