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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
2076
Integral Investment Advisors
California
$918K +$518 +3 +0.1%
NPF
2077
Norris Perne & French
Michigan
$916K -$161K -930 -14%
CCP
2078
Clough Capital Partners
Massachusetts
$914K – – –
VAM
2079
Verity Asset Management
North Carolina
$911K +$488K +2,825 +105%
GWA
2080
Gratus Wealth Advisors
Virginia
$911K -$45.6K -264 -5%
MSWM
2081
McGlone Suttner Wealth Management
Wisconsin
$911K -$223K -1,292 -19%
SIC
2082
Sterling Investment Counsel
New York
$910K +$25.7K +149 +3%
CIM
2083
CIM Investment Management
Pennsylvania
$909K -$5.52K -32 -0.6%
CC
2084
Callan Capital
California
$908K +$44K +255 +5%
UBV
2085
United Bank (Virginia)
Virginia
$908K -$8.11K -47 -0.8%
PIMG
2086
Patriot Investment Management Group
Tennessee
$907K – – –
MFG
2087
Midwest Financial Group
Kansas
$905K +$10.5K +61 +1%
LWM
2088
Lakeridge Wealth Management
Ohio
$904K -$18.8K -109 -2%
GWP
2089
Gen-Wealth Partners
Michigan
$902K +$90.6K +525 +11%
GWANC
2090
Guardian Wealth Advisors (North Carolina)
North Carolina
$901K +$7.59K +44 +0.8%
FMTC
2091
Farmers & Merchants Trust Company
California
$900K +$102K +593 +12%
ACP
2092
Aveo Capital Partners
Colorado
$900K -$96.5K -559 -9%
NCM
2093
NCM Capital Management
New Jersey
$899K +$65.2K +378 +7%
EB
2094
Exchange Bank
California
$898K -$20.7K -120 -2%
PWAM
2095
Pinnacle West Asset Management
Wyoming
$898K +$2.59K +15 +0.3%
BCP
2096
Berkeley Capital Partners
Georgia
$897K +$48K +278 +5%
DWMS
2097
Dominguez Wealth Management Solutions
Virginia
$893K -$76.1K -441 -8%
SIS
2098
Sound Income Strategies
Florida
$893K -$2.76K -16 -0.3%
WB
2099
West Bancorporation
Iowa
$887K – – –
RA
2100
RiverPark Advisors
New York
$878K -$5.7K -33 -0.6%
82 83
84
85 86