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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
UF
2326
Univest Financial
Pennsylvania
$604K +$17.3K +95 +3%
AWM
2327
AllSquare Wealth Management
New York
$604K -$363 -2 -0.1%
AWA
2328
AmeriServ Wealth Advisors
Pennsylvania
$602K +$85.5K +471 +15%
HWMG
2329
Hurlow Wealth Management Group
Indiana
$601K -$545 -3 -0.1%
CAM
2330
Covenant Asset Management
New Jersey
$600K – – –
BWM
2331
Birchcreek Wealth Management
Ohio
$599K +$726 +4 +0.1%
RTC
2332
Riverview Trust Company
Washington
$598K – – –
RWA
2333
Redhawk Wealth Advisors
Minnesota
$597K -$14.7K -81 -2%
EAM
2334
Empirical Asset Management
Massachusetts
$596K -$518K -2,854 -45%
TWM
2335
Tradition Wealth Management
Minnesota
$595K -$145K -796 -18%
IP
2336
Intellectus Partners
California
$595K – – –
CBB
2337
Citizens Business Bank
California
$595K -$23.1K -127 -3%
SWP
2338
Strategic Wealth Partners
Ohio
$594K +$14.5K +80 +2%
SWIM
2339
Smallwood Wealth Investment Management
New Jersey
$594K +$36.3K +200 +6%
WDG
2340
Wealth Dimensions Group
Ohio
$594K +$46.9K +258 +8%
AA
2341
Alta Advisers
United Kingdom
$593K – – –
CFG
2342
Cooper Financial Group
California
$591K +$44.1K +243 +7%
LA
2343
Lane & Associates
New Jersey
$591K +$2.54K +14 +0.4%
SFA
2344
Seneca Financial Advisors
New York
$591K +$182 +1 +0%
BSSFA
2345
Baron Silver Stevens Financial Advisors
Florida
$590K +$3.63K +20 +0.6%
CWM
2346
Castle Wealth Management
Florida
$587K +$80.1K +441 +15%
BMM
2347
Buffington Mohr McNeal
Idaho
$587K – – –
1WM
2348
1900 Wealth Management
Texas
$586K +$17.3K +95 +3%
VC
2349
Veracity Capital
Georgia
$585K -$4K -22 -0.6%
FA
2350
Fagan Associates
New York
$585K +$7.81K +43 +1%
92 93
94
95 96