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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2126
Profit Investment Management
Maryland
$727K – – –
ME
2127
McIlrath & Eck
Washington
$726K -$35K -214 -5%
VFP
2128
Verus Financial Partners
Virginia
$726K -$26.8K -164 -4%
CICI
2129
Capital Investment Counsel Inc
North Carolina
$726K – – –
ED
2130
Exane Derivatives
France
$724K -$461K -2,821 -40%
WA
2131
Wealth Architects
California
$724K +$46.9K +287 +7%
NAMM
2132
NorthStar Asset Management (Massachusetts)
Massachusetts
$724K – – –
AIS
2133
American Investment Services
Massachusetts
$721K -$113K -694 -14%
FFC
2134
First Financial Corp
Indiana
$721K -$10.3K -63 -1%
CWA
2135
Clearview Wealth Advisors
Oregon
$720K -$65.3K -400 -9%
SL
2136
Summitry LLC
California
$719K +$676K +4,138 New
AA
2137
Addison Advisors
Vermont
$718K +$186K +1,138 +38%
AFC
2138
AFT Forsyth & Company
Florida
$712K -$20.3K -124 -3%
MAG
2139
MRA Advisory Group
New Jersey
$712K +$84.4K +517 +14%
GCM
2140
Gables Capital Management
Florida
$710K – – –
CWM
2141
Cranbrook Wealth Management
Michigan
$709K – – –
FNBSF
2142
First National Bank Sioux Falls
South Dakota
$708K – – –
EFG
2143
Everhart Financial Group
Ohio
$706K +$79.1K +484 +14%
SCA
2144
Sippican Capital Advisors
Massachusetts
$705K – – –
RPWA
2145
Regent Peak Wealth Advisors
Georgia
$703K +$15.4K +94 +2%
SDWMA
2146
Schneider Downs Wealth Management Advisors
Pennsylvania
$701K -$43.9K -269 -6%
GWAM
2147
Guardian Wealth Advisors (Minnesota)
Minnesota
$699K +$3.1K +19 +0.5%
FSA
2148
Fort Sheridan Advisors
Illinois
$699K +$265K +1,620 +67%
VCM
2149
Vivaldi Capital Management
Illinois
$697K +$1.47K +9 +0.2%
CWM
2150
Cahaba Wealth Management
Georgia
$696K -$15.4K -94 -2%
84 85
86
87 88