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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2401
Austin Private Wealth
Texas
$307K +$13.7K +94 +5%
WCWM
2402
Willow Creek Wealth Management
California
$306K +$1.6K +11 +0.5%
LPWM
2403
Lake Point Wealth Management
Texas
$305K +$300K +2,057 New
SAM
2404
Shikiar Asset Management
New York
$304K – – –
AM
2405
Atwater Malick
Pennsylvania
$303K – – –
CWM
2406
CCG Wealth Management
California
$302K -$13.3K -91 -4%
GAB
2407
German American Bancorp
Indiana
$301K +$18.1K +124 +7%
CWA
2408
Canvas Wealth Advisors
Kansas
$301K +$74.2K +509 +33%
MWP
2409
Meridian Wealth Partners
Pennsylvania
$299K -$7.43K -51 -2%
PCM
2410
Prelude Capital Management
New York
$298K -$128K -881 -30%
SC
2411
Slow Capital
California
$298K +$19.4K +133 +7%
ESCM
2412
Echo Street Capital Management
New York
$298K +$293K +2,008 New
UH
2413
Unigestion Holding
Switzerland
$297K -$71.2K -489 -19%
WQ
2414
Wealth Quarterback
New Jersey
$297K +$292K +2,004 New
CCT
2415
Capital City Trust
Florida
$296K -$16.5K -113 -5%
GPWA
2416
Great Point Wealth Advisors
Massachusetts
$296K – – –
HA
2417
Harfst & Associates
Wyoming
$295K – – –
VCM
2418
Vision Capital Management
Oregon
$295K +$146 +1 +0.1%
BCP
2419
Berkeley Capital Partners
Georgia
$295K +$6.56K +45 +2%
JPMIA
2420
J.P. Marvel Investment Advisors
Massachusetts
$293K -$7.29K -50 -2%
SF
2421
Summit Financial
New Jersey
$292K +$287K +1,973 New
BMM
2422
Buffington Mohr McNeal
Idaho
$292K – – –
POIA
2423
Pin Oak Investment Advisors
Texas
$292K – – –
AIP
2424
Ahrens Investment Partners
Louisiana
$291K -$4.37K -30 -2%
CC
2425
Callan Capital
California
$290K +$46.2K +317 +19%
95 96
97
98 99