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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
2251
Keudell/Morrison Wealth Management
Oregon
$559K -$217K -1,291 -28%
LPIC
2252
LeJeune Puetz Investment Counsel
Michigan
$559K -$42.3K -252 -7%
WE
2253
Wealth Effects
Massachusetts
$559K – – –
HC
2254
Hamilton Capital
Ohio
$557K +$124K +737 +28%
CIP
2255
Convergence Investment Partners
Florida
$556K -$2.02K -12 -0.4%
GLA
2256
Good Life Advisors
Pennsylvania
$556K +$46.2K +275 +9%
ACM
2257
AUA Capital Management
Pennsylvania
$555K +$60.3K +359 +12%
AFM
2258
Andesa Financial Management
Pennsylvania
$553K -$31.9K -190 -5%
FIM
2259
Freedom Investment Management
Connecticut
$553K -$1.85K -11 -0.3%
SWIM
2260
Smallwood Wealth Investment Management
New Jersey
$552K -$2.02K -12 -0.4%
BWM
2261
Birchcreek Wealth Management
Ohio
$552K – – –
RTC
2262
Riverview Trust Company
Washington
$552K +$154K +920 +39%
RIM
2263
Rockbridge Investment Management
New York
$551K -$203K -1,211 -27%
PPWM
2264
Paragon Private Wealth Management
Kentucky
$548K +$245K +1,459 +79%
AA
2265
Alesco Advisors
New York
$547K – – –
SAMC
2266
Spectrum Asset Management (California)
California
$546K – – –
EFL
2267
ERn Financial LLC
Wisconsin
$546K +$548K +3,264 New
VAM
2268
Verity Asset Management
North Carolina
$544K -$215K -1,278 -28%
LSA
2269
Leonteq Securities AG
Switzerland
$543K +$465K +2,768 +578%
SIC
2270
Sigma Investment Counselors
Michigan
$543K -$65.5K -390 -11%
FPWM
2271
FSB Premier Wealth Management
Iowa
$543K +$43K +256 +9%
FPCP
2272
Fort Point Capital Partners
California
$542K -$5.88K -35 -1%
OL
2273
Optas LLC
Texas
$541K -$48.2K -287 -8%
HWAM
2274
Hennion & Walsh Asset Management
New Jersey
$540K -$109K -650 -17%
F
2275
F3Logic
Minnesota
$537K -$6.21K -37 -1%
89 90
91
92 93