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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2151
Windsor Capital Management
Arizona
$776K +$622K +3,423 +296%
DOA
2152
D'Orazio & Associates
Virginia
$776K -$133K -732 -14%
SFG
2153
Socha Financial Group
New York
$776K +$5.63K +31 +0.7%
SLT
2154
St Louis Trust
Missouri
$776K – – –
WI
2155
Wedgewood Investors
Pennsylvania
$774K -$72.7K -400 -8%
BRG
2156
Bay Rivers Group
Virginia
$773K +$59.9K +330 +8%
SIS
2157
Sound Income Strategies
Florida
$772K -$24.2K -133 -3%
BZWA
2158
Blue Zone Wealth Advisors
California
$771K – – –
VI
2159
Versor Investments
New York
$770K +$825K +4,543 New
HCM
2160
Hollencrest Capital Management
California
$769K – – –
GFA
2161
Gallagher Fiduciary Advisors
Illinois
$768K +$5.81K +32 +0.7%
SGI
2162
Summit Global Investments
Utah
$764K -$86.8K -478 -10%
AWAP
2163
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$763K -$14.2K -78 -2%
TFF
2164
The Family Firm
Maryland
$763K -$726 -4 -0.1%
LIA
2165
LBMC Investment Advisors
Tennessee
$763K -$7.45K -41 -0.9%
SPC
2166
Stewart & Patten Company
California
$761K -$20.9K -115 -2%
IF
2167
IRON Financial
Illinois
$761K -$79.7K -439 -9%
TIM
2168
Thompson Investment Management
Wisconsin
$761K -$54.5K -300 -6%
PBO
2169
Peoples Bank (Ohio)
Ohio
$760K -$19.1K -105 -2%
MAM
2170
Magellan Asset Management
Australia
$759K -$150M -827,066 -99%
TCM
2171
TD Capital Management
Tennessee
$759K +$3.45K +19 +0.4%
GDP
2172
Great Diamond Partners
Maine
$758K -$4.36K -24 -0.5%
DWM
2173
Drive Wealth Management
Utah
$758K +$30.5K +168 +4%
ME
2174
McIlrath & Eck
Washington
$757K +$129K +713 +19%
GFP
2175
Gryphon Financial Partners
Ohio
$757K +$16.5K +91 +2%
85 86
87
88 89