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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2251
Capital Wealth Planning
Florida
$676K +$57.6K +317 +9%
VPP
2252
Vertex Planning Partners
Illinois
$674K -$149K -821 -17%
KWM
2253
KFG Wealth Management
Indiana
$673K +$74.5K +410 +12%
FC
2254
Financial Council
Maryland
$673K – – –
AIA
2255
Alera Investment Advisors
Illinois
$671K -$12K -66 -2%
B
2256
Bensler
Washington
$670K +$33.4K +184 +5%
LAM
2257
L2 Asset Management
Massachusetts
$670K -$616K -3,391 -95%
SWM
2258
Silverlake Wealth Management
Vermont
$669K +$68.3K +376 +11%
CPA
2259
Capital Planning Advisors
California
$669K +$471K +2,595 +192%
BI
2260
Ballast Inc
Kentucky
$668K +$545 +3 +0.1%
T
2261
TRUADVICE
Florida
$668K -$64.1K -353 -8%
CAL
2262
Capital Advisors Ltd
Ohio
$666K +$3.27K +18 +0.5%
SCA
2263
Sippican Capital Advisors
Massachusetts
$663K +$3.27K +18 +0.5%
RPA
2264
Rock Point Advisors
Vermont
$662K -$5.81K -32 -0.8%
SMH
2265
Sanders Morris Harris
Texas
$659K – – –
SPA
2266
Sherbrooke Park Advisers
New York
$656K +$703K +3,872 New
PTC
2267
Philadelphia Trust Company
Pennsylvania
$656K +$36.3K +200 +5%
PA
2268
PFG Advisors
Arizona
$655K -$3.85M -21,185 -85%
DIP
2269
DT Investment Partners
Pennsylvania
$654K -$57.4K -316 -8%
MC
2270
Montag & Caldwell
Georgia
$651K -$1.82K -10 -0.3%
FCT
2271
First Community Trust
Iowa
$651K -$4.72K -26 -0.7%
GPI
2272
General Partner Inc
Pennsylvania
$651K – – –
CIG
2273
Cairn Investment Group
Washington
$648K +$16.5K +91 +2%
VC
2274
Vicus Capital
Pennsylvania
$646K +$189K +1,038 +37%
RP
2275
Rice Partnership
Hawaii
$645K -$44.5K -245 -6%
89 90
91
92 93