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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
2051
Jackson Grant Investment Advisers
Connecticut
$789K -$5.73K -39 -0.7%
MCM
2052
Magnolia Capital Management
New York
$789K -$2.35K -16 -0.3%
MSCM
2053
McElhenny Sheffield Capital Management
Texas
$788K -$440K -2,992 -35%
CFGA
2054
Cambridge Financial Group (Arizona)
Arizona
$786K +$321K +2,188 +70%
CA
2055
Cornerstone Advisory
Maryland
$782K -$27.2K -185 -3%
KFS
2056
Keynote Financial Services
Connecticut
$782K -$1.47K -10 -0.2%
FG
2057
Foster Group
Iowa
$781K +$6.17K +42 +0.8%
BCP
2058
Berkeley Capital Partners
Georgia
$780K +$17.6K +120 +2%
IA
2059
Insight Advisors
Pennsylvania
$779K -$42.2K -287 -5%
OWP
2060
Obermeyer Wealth Partners
Colorado
$778K +$30.9K +210 +4%
LWM
2061
Lakeridge Wealth Management
Ohio
$777K +$11K +75 +1%
COCM
2062
Charter Oak Capital Management
New Hampshire
$777K -$46.4K -316 -6%
APW
2063
Austin Private Wealth
Texas
$777K +$45.4K +309 +6%
AA
2064
Advisory Advocates
Michigan
$777K +$795K +5,413 New
FWP
2065
Falcon Wealth Planning
California
$776K +$117K +797 +17%
CPC
2066
Congress Park Capital
New York
$775K – – –
RFG
2067
RFP Financial Group
Georgia
$773K -$153K -1,043 -16%
WB
2068
West Bancorporation
Iowa
$769K +$13.8K +94 +2%
TWP
2069
Triad Wealth Partners
Kansas
$769K -$5.88K -40 -0.7%
CIM
2070
CIM Investment Management
Pennsylvania
$769K – – –
G
2071
GenTrust
Florida
$768K +$282K +1,920 +57%
CAWM
2072
Capital Advisors Wealth Management
Washington
$766K -$4.11K -28 -0.5%
EIM
2073
Essex Investment Management
Massachusetts
$764K -$2.2K -15 -0.3%
CCA
2074
Coign Capital Advisors
Utah
$763K +$12.5K +85 +2%
C
2075
Certuity
Florida
$763K -$37.3K -254 -5%
81 82
83
84 85