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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
2076
Meridian Investment Counsel
California
$756K +$15.5K +90 +2%
KFA
2077
Krane Funds Advisors
New York
$755K -$94.3K -547 -11%
PSC
2078
Prentiss Smith & Co
Vermont
$755K – – –
CS
2079
Comerica Securities
Michigan
$755K +$23.8K +138 +3%
PTC
2080
Philadelphia Trust Company
Pennsylvania
$753K -$633K -3,676 -44%
CC
2081
Cipher Capital
New York
$752K -$121K -705 -13%
GFP
2082
Gryphon Financial Partners
Ohio
$752K +$20.2K +117 +3%
ONST
2083
Old North State Trust
North Carolina
$752K +$793K +4,602 +92,040%
MCA
2084
MSH Capital Advisors
Arizona
$752K +$862 +5 +0.1%
WA
2085
WealthTrust Axiom
Pennsylvania
$743K +$172 +1 +0%
IAP
2086
Indie Asset Partners
Indiana
$740K – – –
PI
2087
PEAK6 Investments
Illinois
$740K +$781K +4,530 New
HCA
2088
Horan Capital Advisors
Ohio
$739K -$12.9K -75 -2%
FSA
2089
Fort Sheridan Advisors
Illinois
$739K – – –
WWA
2090
WCG Wealth Advisors
Nevada
$738K -$823K -4,773 -56%
JFA
2091
JNBA Financial Advisors
Minnesota
$737K -$1.55K -9 -0.2%
LB
2092
Legacy Bridge
Iowa
$737K – – –
BCP
2093
Berkeley Capital Partners
Georgia
$736K +$6.55K +38 +0.8%
DLCIG
2094
D.L. Carlson Investment Group
New Hampshire
$736K +$44.8K +260 +6%
SWA
2095
SOA Wealth Advisors
New York
$734K +$30K +174 +4%
LCS
2096
Levin Capital Strategies
New York
$731K -$302K -1,750 -28%
GWM
2097
Greenwich Wealth Management
Connecticut
$730K -$54.3K -315 -7%
SWIM
2098
Smallwood Wealth Investment Management
New Jersey
$730K +$517 +3 +0.1%
AR
2099
Apeiron RIA
Texas
$729K +$57K +331 +8%
BZWA
2100
Blue Zone Wealth Advisors
California
$728K -$862 -5 -0.1%
82 83
84
85 86