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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
1951
New England Research & Management
Illinois
$1.12M – – –
SIA
1952
Schear Investment Advisers
Ohio
$1.12M +$120K +641 +12%
CRWM
1953
Castle Rock Wealth Management
California
$1.11M -$1.12K -6 -0.1%
EB
1954
Exchange Bank
California
$1.11M +$1.12M +5,999 New
BWM
1955
Baystate Wealth Management
Massachusetts
$1.11M +$63.6K +341 +6%
WAM
1956
WealthTrust Asset Management
Florida
$1.11M +$14.7K +79 +1%
GC
1957
Garde Capital
Washington
$1.11M +$525K +2,811 +89%
TP
1958
Tranquility Partners
Tennessee
$1.11M +$1.31K +7 +0.1%
DI
1959
Diligent Investors
California
$1.1M +$144K +773 +15%
FPAS
1960
Focus Partners Advisor Solutions
Missouri
$1.1M -$444K -2,377 -29%
JGIA
1961
Jackson Grant Investment Advisers
Connecticut
$1.1M +$14.9K +80 +1%
KA
1962
KLCM Advisors
Wisconsin
$1.1M +$57.1K +306 +5%
PSFG
1963
Prairie Sky Financial Group
Illinois
$1.1M +$1.1M +5,913 New
MFS
1964
Mirabella Financial Services
United Kingdom
$1.09M +$1.1M +5,907 New
WCM
1965
Wunderlich Capital Managemnt
Tennessee
$1.09M +$8.58K +46 +0.8%
DE
1966
Day & Ennis
Georgia
$1.09M +$746 +4 +0.1%
AAM
1967
Aureus Asset Management
Massachusetts
$1.09M – – –
CTFG
1968
Capstone Triton Financial Group
Oklahoma
$1.09M +$39.7K +213 +4%
MTIC
1969
Missouri Trust & Investment Company
Missouri
$1.09M +$64.9K +348 +6%
SCP
1970
Syntal Capital Partners
Texas
$1.09M -$222K -1,190 -17%
AWG
1971
Altus Wealth Group
Colorado
$1.09M +$18.8K +101 +2%
EWM
1972
Edge Wealth Management
New York
$1.09M – – –
GB
1973
Goepper Burkhardt
South Carolina
$1.08M – – –
SMWM
1974
Silvia McColl Wealth Management
California
$1.08M -$10.1K -54 -0.9%
AA
1975
Addison Advisors
Vermont
$1.08M +$9.7K +52 +0.9%
77 78
79
80 81