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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2051
Vivaldi Capital Management
Illinois
$794K +$113K +674 +16%
AWAP
2052
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$793K -$14.3K -85 -2%
SWMP
2053
Signature Wealth Management Partners
New Jersey
$792K -$19.5K -116 -2%
RHBC
2054
R.H. Bluestein & Co
Michigan
$789K – – –
KA
2055
Klingman & Associates
New York
$789K +$18K +107 +2%
EFL
2056
ERn Financial LLC
Wisconsin
$789K +$248K +1,471 +45%
GDP
2057
Great Diamond Partners
Maine
$788K -$19.4K -115 -2%
FIBT
2058
First International Bank & Trust
North Dakota
$788K +$70.7K +420 +10%
GWANC
2059
Guardian Wealth Advisors (North Carolina)
North Carolina
$788K +$173K +1,030 +28%
SB
2060
Sunflower Bank
Texas
$786K -$816K -4,849 -51%
SFP
2061
Shepherd Financial Partners
Massachusetts
$786K +$95.8K +569 +14%
SAM
2062
Strategy Asset Managers
California
$783K -$249K -1,478 -24%
BW
2063
Bison Wealth
Georgia
$783K -$1.18K -7 -0.1%
RIS
2064
Retirement Income Solutions
Michigan
$783K +$168 +1 +0%
IF
2065
IRON Financial
Illinois
$783K +$29.3K +174 +4%
MAM
2066
Montchanin Asset Management
Delaware
$778K +$786K +4,671 New
WDL
2067
Well Done LLC
Michigan
$777K -$7.91K -47 -1%
AW
2068
ACG Wealth
Georgia
$777K +$34.8K +207 +5%
AFG
2069
Allegheny Financial Group
Pennsylvania
$773K -$27.4K -163 -3%
MIM
2070
Miller Investment Management
Pennsylvania
$772K – – –
CP
2071
Covenant Partners
Tennessee
$771K – – –
PSC
2072
Prentiss Smith & Co
Vermont
$771K – – –
FNBOH
2073
First National Bank of Hutchinson
Kansas
$771K +$204K +1,209 +35%
MKA
2074
M. Kulyk & Associates
Georgia
$767K -$276K -1,637 -26%
HCA
2075
Horan Capital Advisors
Ohio
$767K – – –
81 82
83
84 85