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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2176
Cooper/Haims Advisors
New York
$441K -$50.6K -369 -11%
WA
2177
Waverly Advisors
Alabama
$441K +$192K +1,402 +88%
CBT
2178
Central Bank & Trust
Kentucky
$439K -$47.3K -345 -10%
SAM
2179
Secure Asset Management
Michigan
$439K +$98.7K +719 +30%
PPP
2180
Private Portfolio Partners
New Jersey
$438K +$17.7K +129 +4%
CWM
2181
Connecticut Wealth Management
Connecticut
$438K -$17.4K -127 -4%
MA
2182
Mezzasalma Advisors
New Jersey
$438K +$961 +7 +0.2%
CAL
2183
Capital Advisors Ltd
Ohio
$437K – – –
AWA
2184
Aaron Wealth Advisors
Illinois
$434K -$23.2K -169 -5%
AA
2185
Alesco Advisors
New York
$434K -$8.23K -60 -2%
RFM
2186
Royal Fund Management
Florida
$434K – – –
MIM
2187
Marco Investment Management
Georgia
$433K -$8.23K -60 -2%
FWP
2188
FAS Wealth Partners
Kansas
$432K -$51.9K -378 -11%
VFP
2189
Verus Financial Partners
Virginia
$432K +$7.96K +58 +2%
DIM
2190
Delta Investment Management
California
$432K +$127K +926 +44%
MSR
2191
Main Street Research
Connecticut
$431K +$5.35K +39 +1%
MIM
2192
Merrion Investment Management
New Jersey
$430K – – –
TIM
2193
Tortoise Investment Management
New York
$430K – – –
STA
2194
Summit Trail Advisors
New York
$429K -$64.4K -469 -13%
RB
2195
Renasant Bank
Mississippi
$427K -$55.4K -404 -12%
IWP
2196
Innova Wealth Partners
Pennsylvania
$427K – – –
CBFP
2197
Cedar Brook Financial Partners
Ohio
$426K +$7.96K +58 +2%
HIP
2198
HUB Investment Partners
Texas
$426K +$413K +3,013 New
BCM
2199
Birmingham Capital Management
Alabama
$425K – – –
RC
2200
Rinet Company
Massachusetts
$425K +$412K +3,004 New
86 87
88
89 90