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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2301
Ballew Advisors
Mississippi
$376K -$155K -1,067 -30%
ACA
2302
Ackerman Capital Advisors
Texas
$376K – – –
AA
2303
ALPS Advisors
Colorado
$375K – – –
KIG
2304
Kowal Investment Group
Wisconsin
$375K +$17.5K +120 +5%
LA
2305
Latitude Advisors
Florida
$374K +$583 +4 +0.2%
GC
2306
Garde Capital
Washington
$374K +$8.6K +59 +2%
SWMG
2307
Strategic Wealth Management Group
Maryland
$373K -$297K -2,039 -45%
BWA
2308
Burt Wealth Advisors
Maryland
$373K +$728 +5 +0.2%
MCM
2309
MV Capital Management
Maryland
$372K +$97.6K +670 +36%
DMC
2310
Drexel Morgan & Co
Pennsylvania
$370K -$536K -3,680 -60%
AWA
2311
Alaska Wealth Advisors
Alaska
$368K -$98.6K -677 -21%
HIP
2312
HUB Investment Partners
Texas
$368K -$77.4K -531 -18%
KWM
2313
Keebeck Wealth Management
Illinois
$368K +$14.1K +97 +4%
SFG
2314
Sunburst Financial Group
Alabama
$366K -$4.08K -28 -1%
NED
2315
Nancy E. Dempze
$366K -$874 -6 -0.2%
AIM
2316
Allen Investment Management
New York
$365K – – –
FSA
2317
Fort Sheridan Advisors
Illinois
$365K +$81.3K +558 +29%
SEP
2318
Southland Equity Partners
Missouri
$365K +$3.06K +21 +0.9%
PC
2319
Port Capital
Illinois
$364K +$14.6K +100 +4%
HS
2320
Horan Securities
United States
$364K +$262K +1,800 +274%
RIG
2321
RiverFront Investment Group
Virginia
$364K +$358K +2,455 New
KP
2322
Keel Point
Alabama
$363K -$35.7K -245 -9%
RWA
2323
Redhawk Wealth Advisors
Minnesota
$363K +$874 +6 +0.2%
EBA
2324
Eagle Bay Advisors
New York
$363K +$353K +2,422 New
KLI
2325
Kelman-Lazarov Inc
Tennessee
$362K -$21.1K -145 -6%
91 92
93
94 95