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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
2101
Riverview Trust Company
Washington
$741K +$193K +1,149 +35%
LFA
2102
Laraway Financial Advisors
Minnesota
$740K -$23.6K -140 -3%
SPC
2103
Stewart & Patten Company
California
$739K -$60.4K -359 -7%
WP
2104
Waycross Partners
Kentucky
$739K – – –
GLA
2105
Good Life Advisors
Pennsylvania
$735K +$184K +1,092 +33%
BSSFA
2106
Baron Silver Stevens Financial Advisors
Florida
$735K +$212K +1,262 +40%
LFG
2107
Larson Financial Group
Missouri
$732K -$106K -632 -13%
TCM
2108
TD Capital Management
Tennessee
$732K +$2.86K +17 +0.4%
AWA
2109
Arkadios Wealth Advisors
Georgia
$732K +$109K +645 +17%
TIA
2110
Traphagen Investment Advisors
New Jersey
$730K +$77.8K +462 +12%
BRG
2111
Bay Rivers Group
Virginia
$728K +$337 +2 +0%
CFO
2112
Colony Family Offices
North Carolina
$725K +$732K +4,350 New
FCT
2113
First Community Trust
Iowa
$724K – – –
SWA
2114
SOA Wealth Advisors
New York
$720K +$5.39K +32 +0.7%
VC
2115
Vicus Capital
Pennsylvania
$718K +$3.2K +19 +0.4%
BDF
2116
Black Diamond Financial
Maryland
$717K -$8.75K -52 -1%
VEA
2117
Virtus ETF Advisers
New York
$717K +$724K +4,301 New
MWM
2118
Marion Wealth Management
Pennsylvania
$716K +$41.1K +244 +6%
SC
2119
Solstein Capital
California
$715K – – –
GAAM
2120
Guinness Atkinson Asset Management
California
$711K – – –
PCA
2121
Pallas Capital Advisors
Massachusetts
$710K -$2.86K -17 -0.4%
DLCIG
2122
D.L. Carlson Investment Group
New Hampshire
$708K – – –
NIM
2123
Nexus Investment Management
Ontario, Canada
$708K – – –
CC
2124
Centiva Capital
New York
$707K +$530K +3,150 +288%
AIS
2125
American Investment Services
Massachusetts
$706K +$14.6K +87 +2%
83 84
85
86 87