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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JPMIA
2276
J.P. Marvel Investment Advisors
Massachusetts
$268K – – –
AIP
2277
Ahrens Investment Partners
Louisiana
$267K – – –
CP
2278
Coho Partners
Pennsylvania
$267K – – –
BWA
2279
Beam Wealth Advisors
Louisiana
$267K +$40.7K +309 +18%
W
2280
WealthOne
New York
$267K +$266K +2,021 New
GWM
2281
Gray Wealth Management
Maine
$265K -$32.6K -247 -11%
EAM
2282
Evanson Asset Management
California
$265K +$132 +1 +0%
MFP
2283
Meridian Financial Partners
Virginia
$265K +$258K +1,956 New
WC
2284
Whitney & Co
New York
$265K +$264K +2,000 New
KBG
2285
Kahn Brothers Group
New York
$265K -$13.2K -100 -5%
PWM
2286
PRW Wealth Management
Massachusetts
$264K -$11.6K -88 -4%
WCM
2287
Windsor Capital Management
Arizona
$264K -$9.1K -69 -3%
POIA
2288
Pin Oak Investment Advisors
Texas
$264K -$2.64K -20 -1%
GPWA
2289
Great Point Wealth Advisors
Massachusetts
$264K – – –
DPI
2290
Diversified Portfolios Inc
Michigan
$264K +$263K +1,998 New
CSPIA
2291
Cary Street Partners Investment Advisory
Virginia
$263K +$37.6K +285 +17%
ACP
2292
Aveo Capital Partners
Colorado
$261K -$94.5K -717 -27%
RWM
2293
Raffa Wealth Management
District of Columbia
$261K +$2.11K +16 +0.8%
CBOR
2294
Community Bank of Raymore
Missouri
$260K – – –
FFG
2295
Ford Financial Group
California
$260K +$1.32K +10 +0.5%
KM
2296
Kalos Management
Georgia
$260K +$15.6K +118 +6%
SAG
2297
Spotlight Asset Group
Illinois
$259K -$12.8K -97 -5%
LFG
2298
Larson Financial Group
Missouri
$259K +$23.2K +176 +10%
HC
2299
Hamilton Capital
Ohio
$259K +$258K +1,956 New
TCM
2300
Tradewinds Capital Management
Washington
$258K -$39.7K -301 -13%
90 91
92
93 94