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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2151
Chesapeake Wealth Management
Virginia
$663K +$4K +28 +0.6%
CFO
2152
CVA Family Office
Colorado
$662K +$77.7K +544 +13%
IWA
2153
IVC Wealth Advisors
Pennsylvania
$661K -$58.8K -412 -8%
BRG
2154
Bay Rivers Group
Virginia
$660K -$33.8K -237 -5%
AWAP
2155
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$660K -$1.71K -12 -0.3%
NERM
2156
New England Research & Management
Illinois
$660K -$40K -280 -6%
ONSWM
2157
Old North State Wealth Management
North Carolina
$658K +$38.8K +272 +6%
3F
2158
360 Financial
Minnesota
$658K +$4K +28 +0.6%
LWM
2159
LongView Wealth Management
Georgia
$656K +$13.7K +96 +2%
SFWA
2160
Summit Financial Wealth Advisors
Louisiana
$655K -$25.6K -179 -4%
MC
2161
McMorgan & Co
California
$653K +$87.1K +610 +15%
NFG
2162
Nadler Financial Group
Illinois
$651K -$92.7K -649 -12%
AAG
2163
Armstrong Advisory Group
Massachusetts
$651K -$12.6K -88 -2%
CTI
2164
Community Trust & Investment
Kentucky
$651K +$32K +224 +5%
MIM
2165
Miller Investment Management
Pennsylvania
$650K – – –
PSC
2166
Prentiss Smith & Co
Vermont
$650K -$14.3K -100 -2%
4WM
2167
44 Wealth Management
Oregon
$649K -$1.5M -10,539 -70%
FWP
2168
Falcon Wealth Planning
California
$648K +$49.6K +347 +8%
FFA
2169
Fortune Financial Advisors
Kansas
$645K +$5.28K +37 +0.8%
AIA
2170
AssuredPartners Investment Advisors
Florida
$645K +$229K +1,606 +54%
ACA
2171
American Capital Advisory
Idaho
$644K +$857 +6 +0.1%
CCM
2172
Chickasaw Capital Management
Tennessee
$643K – – –
FAFN
2173
First Affirmative Financial Network
Colorado
$643K -$25.8K -181 -4%
SFB
2174
STAR Financial Bank
Indiana
$642K -$66.1K -463 -9%
HI
2175
Hoey Investments
Pennsylvania
$641K -$26.1K -183 -4%
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87
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