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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOK
2276
Trust Company of Kansas
Kansas
$535K -$37.4K -250 -6%
AIS
2277
American Investment Services
Massachusetts
$535K – – –
APA
2278
Astoria Portfolio Advisors
New York
$534K +$114K +763 +24%
GHAM
2279
Gilman Hill Asset Management
Connecticut
$533K +$25.4K +170 +5%
CA
2280
Cresta Advisors
Texas
$533K – – –
AFW
2281
Avantra Family Wealth
Pennsylvania
$532K +$25.9K +173 +5%
RC
2282
Reik & Co
New York
$531K – – –
VNA
2283
Valley National Advisers
Pennsylvania
$530K -$48.3K -323 -8%
SWM
2284
Sandro Wealth Management
New Jersey
$529K +$26.5K +177 +5%
CCM
2285
Crabel Capital Management
California
$529K +$584K +3,905 New
GWM
2286
Greenwich Wealth Management
Connecticut
$528K -$36K -241 -6%
VW
2287
Vantus Wealth
Pennsylvania
$527K +$582K +3,894 New
TIM
2288
Tortoise Investment Management
New York
$526K +$4.79K +32 +0.8%
SFG
2289
Shum Financial Group
California
$524K -$74.9K -501 -11%
ACM
2290
Arcataur Capital Management
Wisconsin
$523K +$6.58K +44 +1%
ML
2291
McAdam LLC
Pennsylvania
$523K +$20.2K +135 +4%
SIC
2292
Sigma Investment Counselors
Michigan
$522K +$105K +700 +22%
HR
2293
Hardy Reed
Mississippi
$522K -$1.94K -13 -0.3%
TWM
2294
Thrive Wealth Management
Pennsylvania
$522K -$3.14K -21 -0.5%
CAL
2295
Capital Advisors Ltd
Ohio
$522K -$23.5K -157 -4%
JFA
2296
JNBA Financial Advisors
Minnesota
$521K +$11.5K +77 +2%
GSWM
2297
Golden State Wealth Management
California
$520K +$158K +1,059 +38%
WPW
2298
Winthrop Partners - WNY
New York
$520K -$150 -1 -0%
FBFS
2299
First Business Financial Services
Wisconsin
$519K +$4.04K +27 +0.7%
EWA
2300
Etesian Wealth Advisors
Oregon
$518K -$37.1K -248 -6%
90 91
92
93 94