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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
2251
Valley National Advisers
Pennsylvania
$656K -$102K -656 -13%
WCM
2252
Winebrenner Capital Management
Kentucky
$655K +$51.7K +332 +9%
IFWM
2253
Institute for Wealth Management
Colorado
$654K +$21.2K +136 +3%
TCOK
2254
Trust Company of Kansas
Kansas
$652K – – –
SFS
2255
Security Financial Services
Indiana
$652K -$249K -1,601 -28%
WI
2256
Wedgewood Investors
Pennsylvania
$652K -$10.4K -67 -2%
SP
2257
Successful Portfolios
Florida
$651K -$3.12K -20 -0.5%
HBWM
2258
Hollow Brook Wealth Management
New York
$650K -$46.7K -300 -7%
SIC
2259
Sterling Investment Counsel
New York
$650K +$6.54K +42 +1%
WAM
2260
Weatherly Asset Management
California
$649K +$2.81K +18 +0.4%
FHC
2261
First Heartland Consultants
Missouri
$649K +$12.6K +81 +2%
FWM
2262
Forza Wealth Management
Florida
$648K – – –
EIA
2263
Edgemoor Investment Advisors
Maryland
$648K – – –
CWM
2264
Cahaba Wealth Management
Georgia
$646K -$3.58K -23 -0.5%
RA
2265
Rockingstone Advisors
Massachusetts
$646K +$23.4K +150 +4%
PCH
2266
PGIM Custom Harvest
New Jersey
$646K +$95.8K +615 +17%
PTC
2267
Philadelphia Trust Company
Pennsylvania
$645K +$201K +1,292 +45%
AA
2268
Apriem Advisors
California
$645K +$37.6K +241 +6%
GWM
2269
Greenwich Wealth Management
Connecticut
$643K +$3.27K +21 +0.5%
PWMG
2270
Prestige Wealth Management Group
New Jersey
$642K +$32.3K +207 +5%
MW
2271
MBL Wealth
North Carolina
$642K +$304K +1,950 +89%
FMTC
2272
Farmers & Merchants Trust Company
California
$641K -$3.27K -21 -0.5%
WDG
2273
Wealth Dimensions Group
Ohio
$641K +$14.3K +92 +2%
APW
2274
Aventura Private Wealth
Florida
$639K -$13.6K -87 -2%
IIL
2275
Income Insurance Ltd
$638K – – –
89 90
91
92 93