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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
2126
Pecaut & Co
Iowa
$839K -$52.4K -300 -6%
AP
2127
Arlington Partners
Alabama
$838K +$261K +1,494 +48%
TIA
2128
Traphagen Investment Advisors
New Jersey
$833K +$8.56K +49 +1%
FWA
2129
FSM Wealth Advisors
Ohio
$831K +$15.9K +91 +2%
PSC
2130
Prentiss Smith & Co
Vermont
$829K – – –
SFG
2131
Sunburst Financial Group
Alabama
$828K -$16.4K -94 -2%
BRG
2132
Bay Rivers Group
Virginia
$827K +$4.89K +28 +0.6%
FB
2133
First Bancorp
Maine
$826K -$8.74K -50 -1%
PTC
2134
Philadelphia Trust Company
Pennsylvania
$823K -$21.9K -125 -3%
TFF
2135
The Family Firm
Maryland
$820K -$91.4K -523 -10%
TFA
2136
Teamwork Financial Advisors
Texas
$818K -$2.98M -17,070 -79%
HCM
2137
Hollencrest Capital Management
California
$818K +$402K +2,300 +105%
LCS
2138
Levin Capital Strategies
New York
$816K – – –
GWM
2139
Greenwich Wealth Management
Connecticut
$816K +$3.32K +19 +0.4%
DWM
2140
Drive Wealth Management
Utah
$815K +$155K +888 +25%
BZWA
2141
Blue Zone Wealth Advisors
California
$813K – – –
SPC
2142
Stewart & Patten Company
California
$813K -$47.7K -273 -6%
PFA
2143
Petra Financial Advisors
Colorado
$813K +$83.9K +480 +12%
SPW
2144
Sonoma Private Wealth
California
$813K -$92.5K -529 -11%
BDF
2145
Black Diamond Financial
Maryland
$812K +$44.6K +255 +6%
CAMV
2146
Concord Asset Management (Virginia)
Virginia
$810K +$577K +3,299 +288%
TCM
2147
TD Capital Management
Tennessee
$810K +$5.77K +33 +0.7%
WP
2148
Waycross Partners
Kentucky
$808K – – –
TWM
2149
Thrive Wealth Management
Pennsylvania
$807K -$6.82K -39 -0.9%
VIG
2150
Vienna Insurance Group
Poland
$806K +$773K +4,424 New
84 85
86
87 88