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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2126
Arlington Partners
Alabama
$838K +$261K +1,494 +48%
TIA
2127
Traphagen Investment Advisors
New Jersey
$833K +$8.56K +49 +1%
FWA
2128
FSM Wealth Advisors
Ohio
$831K +$15.9K +91 +2%
PSC
2129
Prentiss Smith & Co
Vermont
$829K – – –
SFG
2130
Sunburst Financial Group
Alabama
$828K -$16.4K -94 -2%
BRG
2131
Bay Rivers Group
Virginia
$827K +$4.89K +28 +0.6%
FB
2132
First Bancorp
Maine
$826K -$8.74K -50 -1%
PTC
2133
Philadelphia Trust Company
Pennsylvania
$823K -$21.9K -125 -3%
TFF
2134
The Family Firm
Maryland
$820K -$91.4K -523 -10%
TFA
2135
Teamwork Financial Advisors
Texas
$818K -$2.98M -17,070 -79%
HCM
2136
Hollencrest Capital Management
California
$818K +$402K +2,300 +105%
LCS
2137
Levin Capital Strategies
New York
$816K – – –
GWM
2138
Greenwich Wealth Management
Connecticut
$816K +$3.32K +19 +0.4%
DWM
2139
Drive Wealth Management
Utah
$815K +$155K +888 +25%
BZWA
2140
Blue Zone Wealth Advisors
California
$813K – – –
SPC
2141
Stewart & Patten Company
California
$813K -$47.7K -273 -6%
PFA
2142
Petra Financial Advisors
Colorado
$813K +$83.9K +480 +12%
SPW
2143
Sonoma Private Wealth
California
$813K -$92.5K -529 -11%
BDF
2144
Black Diamond Financial
Maryland
$812K +$44.6K +255 +6%
CAMV
2145
Concord Asset Management (Virginia)
Virginia
$810K +$577K +3,299 +288%
TCM
2146
TD Capital Management
Tennessee
$810K +$5.77K +33 +0.7%
WP
2147
Waycross Partners
Kentucky
$808K – – –
TWM
2148
Thrive Wealth Management
Pennsylvania
$807K -$6.82K -39 -0.9%
VIG
2149
Vienna Insurance Group
Poland
$806K +$773K +4,424 New
AAMC
2150
Asset Allocation & Management Company
Illinois
$806K -$288K -1,650 -27%
84 85
86
87 88