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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1951
Carson Advisory
Georgia
$955K +$8.93K +60 +1%
FCB
1952
First County Bank
Connecticut
$954K +$81.7K +549 +9%
SWIG
1953
Strategic Wealth Investment Group
Kentucky
$953K -$7.03M -47,221 -88%
VNA
1954
Valley National Advisers
Pennsylvania
$952K -$208K -1,397 -18%
RA
1955
Rockingstone Advisors
Massachusetts
$952K +$27.2K +183 +3%
EWA
1956
Etesian Wealth Advisors
Oregon
$952K -$16.5K -111 -2%
NPF
1957
Norris Perne & French
Michigan
$951K -$2.83K -19 -0.3%
BA
1958
Bridgewater Advisors
New York
$949K +$1.05M +7,066 New
NCM
1959
NCM Capital Management
New Jersey
$948K +$145K +972 +18%
RFG
1960
RFP Financial Group
Georgia
$948K -$1.94K -13 -0.2%
OPA
1961
Old Port Advisors
Maine
$947K -$37.1K -249 -4%
KFA
1962
Kelleher Financial Advisors
New York
$945K -$32.9K -221 -3%
EWA
1963
EverSource Wealth Advisors
Alabama
$945K -$469K -3,151 -33%
COCM
1964
Charter Oak Capital Management
New Hampshire
$944K +$3.42K +23 +0.4%
LA
1965
LM Advisors
California
$944K -$98.4K -661 -10%
MCM
1966
Mainstay Capital Management
Michigan
$942K +$7.29K +49 +0.8%
PIA
1967
Pollock Investment Advisors
Michigan
$942K -$59.5K -400 -6%
WAM
1968
Wakefield Asset Management
Colorado
$941K +$934K +6,278 New
MPW
1969
Monterey Private Wealth
California
$941K -$88K -591 -9%
LC
1970
Lindbrook Capital
California
$940K -$2.09M -14,029 -69%
HDIM
1971
Hanson & Doremus Investment Management
Vermont
$940K +$89.3K +600 +11%
HA
1972
Herold Advisors
New York
$940K -$72K -484 -7%
SA
1973
Sunesis Advisors
Kansas
$938K – – –
MIS
1974
Morningstar Investment Services
Illinois
$938K -$823K -5,530 -47%
WW
1975
Winnow Wealth
Texas
$936K +$83.2K +559 +10%
77 78
79
80 81