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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
I2I
2376
Insight 2811 Inc
Illinois
$478K +$39.3K +263 +8%
LF
2377
LifePlan Financial
Minnesota
$478K +$528K +3,532 New
FMTC
2378
Farmers & Merchants Trust Company
California
$478K -$89.7K -600 -15%
BP
2379
BWM Planning
Texas
$477K +$1.94K +13 +0.4%
GFA
2380
Gallagher Fiduciary Advisors
Illinois
$477K +$45.9K +307 +10%
LEA
2381
Legacy Edge Advisors
New York
$476K -$598 -4 -0.1%
IPAM
2382
Investment Partners Asset Management
New Jersey
$476K -$109K -730 -17%
MIC
2383
Meridian Investment Counsel
California
$475K -$38.4K -257 -7%
FGC
2384
First Growth Capital
Maryland
$473K – – –
CISOA
2385
Capital Investment Services of America
Wisconsin
$472K – – –
FCMT
2386
Founders Capital Management (Texas)
Texas
$472K +$22.9K +153 +5%
SDWMA
2387
Schneider Downs Wealth Management Advisors
Pennsylvania
$471K +$118K +787 +29%
LC
2388
Lawood & Co
Pennsylvania
$470K – – –
TBWA
2389
Three Bridge Wealth Advisors
California
$470K +$1.65K +11 +0.3%
ACM
2390
Alamar Capital Management
California
$469K – – –
A
2391
Argentarii
Ohio
$469K -$313K -2,094 -38%
CBT
2392
Central Bank & Trust
Kentucky
$469K -$26K -174 -5%
CFSG
2393
Community Financial Services Group
Vermont
$469K +$33.3K +223 +7%
WW
2394
Waterfront Wealth
Kansas
$467K +$3.29K +22 +0.7%
VIPI
2395
Vista Investment Partners II
Indiana
$467K -$5.08K -34 -1%
CWP
2396
Capital Wealth Planning
Florida
$466K -$2.24K -15 -0.4%
MAM
2397
Meeder Asset Management
Ohio
$466K -$127K -851 -20%
CA
2398
Crumly & Associates
Illinois
$465K +$86.4K +578 +20%
HCP
2399
Hardin Capital Partners
South Carolina
$464K -$6.28K -42 -1%
RCM
2400
Requisite Capital Management
Texas
$462K +$299 +2 +0.1%
94 95
96
97 98