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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
2101
True North Advisors
Texas
$878K -$485K -2,598 -35%
AGA
2102
Accuvest Global Advisors
Utah
$877K +$884K +4,737 New
FPCG
2103
Fort Pitt Capital Group
Pennsylvania
$877K -$116K -624 -12%
AA
2104
Apriem Advisors
California
$876K -$95K -509 -10%
FM
2105
Family Management
New York
$876K +$280K +1,500 +46%
HCA
2106
Horan Capital Advisors
Ohio
$871K -$2.61K -14 -0.3%
MFC
2107
Morris Financial Concepts
South Carolina
$871K +$1.87K +10 +0.2%
BP
2108
Broadleaf Partners
Ohio
$870K +$205K +1,100 +31%
WA
2109
WealthTrust Axiom
Pennsylvania
$869K +$187 +1 +0%
SIS
2110
Sound Income Strategies
Florida
$869K -$19.6K -105 -2%
MAWAG
2111
Mid-American Wealth Advisory Group
Missouri
$865K +$881K +4,722 New
ERIM
2112
Eagle Ridge Investment Management
Connecticut
$861K +$56K +300 +7%
SFG
2113
Sovereign Financial Group
Connecticut
$861K +$105K +560 +14%
PPC
2114
Park Place Capital
Alabama
$860K +$4.67K +25 +0.5%
SWMP
2115
Signature Wealth Management Partners
New Jersey
$859K – – –
CAM
2116
CenterStar Asset Management
Illinois
$858K +$864K +4,631 New
MIM
2117
Miller Investment Management
Pennsylvania
$858K – – –
WMA
2118
West Michigan Advisors
Michigan
$855K -$117K -628 -12%
SPC
2119
Stewart & Patten Company
California
$853K +$27.8K +149 +3%
PC
2120
Pecaut & Co
Iowa
$852K – – –
TWM
2121
Thrive Wealth Management
Pennsylvania
$850K +$30.6K +164 +4%
LIA
2122
LBMC Investment Advisors
Tennessee
$850K -$64.6K -346 -7%
PBO
2123
Peoples Bank (Ohio)
Ohio
$850K -$7.65K -41 -0.9%
AWAP
2124
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$849K -$10.6K -57 -1%
CHAM
2125
Clear Harbor Asset Management
Connecticut
$848K +$409K +2,190 +92%
83 84
85
86 87