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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
2176
True North Advisors
Texas
$800K +$34.9K +203 +5%
AT
2177
Arlington Trust
Alabama
$799K -$82.6K -481 -9%
T
2178
TOBAM
France
$799K +$43.1K +251 +6%
FWS
2179
FinDec Wealth Services
California
$798K – – –
FAT
2180
First American Trust
California
$797K -$40.4K -235 -5%
BP
2181
Broadleaf Partners
Ohio
$794K -$2.23K -13 -0.3%
SWMP
2182
Signature Wealth Management Partners
New Jersey
$794K – – –
KWM
2183
KFG Wealth Management
Indiana
$793K -$18.7K -109 -2%
GCM
2184
Greenland Capital Management
New York
$792K +$464K +2,702 +138%
SC
2185
Savoie Capital
Illinois
$791K – – –
MSF
2186
Mustard Seed Financial
Arkansas
$790K +$54.6K +318 +7%
AWAP
2187
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$788K +$22K +128 +3%
CCM
2188
Chickasaw Capital Management
Tennessee
$788K – – –
MIM
2189
Miller Investment Management
Pennsylvania
$788K – – –
KTM
2190
Keeler Thomas Management
Utah
$784K +$1.72K +10 +0.2%
LB
2191
Legacy Bridge
Iowa
$784K -$45.5K -265 -5%
WCM
2192
WealthBridge Capital Management
Ohio
$783K -$25.9K -151 -3%
HCP
2193
Hexagon Capital Partners
Arkansas
$783K -$86.4K -503 -10%
DBRC
2194
D.B. Root & Company
Pennsylvania
$783K -$36.3K -211 -4%
CFG
2195
Clayton Financial Group
Missouri
$780K +$152K +882 +24%
ACA
2196
American Capital Advisory
Idaho
$778K +$438K +2,551 +126%
HCMG
2197
Howard Capital Management Group
California
$777K +$15.5K +90 +2%
TIM
2198
Tortoise Investment Management
New York
$777K -$33.7K -196 -4%
DR
2199
Davis Rea
Ontario, Canada
$774K -$198K -1,150 -20%
BZWA
2200
Blue Zone Wealth Advisors
California
$771K +$4.12K +24 +0.5%
86 87
88
89 90