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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
2151
Silvia McColl Wealth Management
California
$787K – – –
PA
2152
Promethium Advisors
Maryland
$784K +$164 +1 +0%
SG
2153
Somerset Group
Minnesota
$781K – – –
CCM
2154
Chilton Capital Management
Texas
$778K +$6.06K +37 +0.7%
OWP
2155
Obermeyer Wealth Partners
Colorado
$777K +$45.4K +277 +6%
AGWCA
2156
Annis Gardner Whiting Capital Advisors
Florida
$775K +$23.3K +142 +3%
TNA
2157
True North Advisors
Texas
$773K +$62.1K +379 +8%
IWA
2158
IVC Wealth Advisors
Pennsylvania
$772K -$64.4K -393 -7%
CAM
2159
CPA Asset Management
Florida
$772K – – –
UBV
2160
United Bank (Virginia)
Virginia
$770K -$87.3K -533 -10%
CWM
2161
Chesapeake Wealth Management
Virginia
$770K -$31.6K -193 -4%
HFS
2162
Hopwood Financial Services
Virginia
$767K +$827K +5,047 New
AAG
2163
Armstrong Advisory Group
Massachusetts
$763K -$6.06K -37 -0.7%
MP
2164
Moment Partners
California
$763K +$822K +5,017 New
DWAM
2165
Duncan Williams Asset Management
Tennessee
$762K +$14.4K +88 +2%
GWA
2166
Gratus Wealth Advisors
Virginia
$760K -$7.7K -47 -0.9%
TFO
2167
Tarbox Family Office
California
$758K – – –
QWM
2168
Quadcap Wealth Management
Texas
$758K -$899K -5,489 -52%
AWAU
2169
Alliance Wealth Advisors (Utah)
Utah
$757K +$125K +760 +18%
SPA
2170
Sherbrooke Park Advisers
New York
$755K +$142K +866 +21%
WDC
2171
Woodward Diversified Capital
California
$750K -$426K -2,599 -35%
MMHP
2172
Murphy Middleton Hinkle & Parker
Georgia
$748K – – –
1IA
2173
1620 Investment Advisors
Massachusetts
$748K -$467K -2,851 -37%
PWCM
2174
Processus Wealth & Capital Management
Tennessee
$746K +$655 +4 +0.1%
WB
2175
West Bancorporation
Iowa
$746K -$77K -470 -9%
85 86
87
88 89