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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
2401
BWM Planning
Texas
$545K -$73.5K -472 -12%
CC
2402
Commons Capital
Massachusetts
$545K -$41.4K -266 -7%
FMTCOCP
2403
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$545K -$62.8K -403 -10%
HC
2404
Hamilton Capital
Ohio
$545K -$21.3K -137 -4%
LAM
2405
Lewis Asset Management
California
$544K -$24.3K -156 -4%
EPIME
2406
Evelyn Partners Investment Management (Europe)
$544K – – –
1WM
2407
1900 Wealth Management
Texas
$542K +$93K +597 +21%
CA
2408
Continuum Advisory
Idaho
$542K +$90.7K +582 +20%
CISOA
2409
Capital Investment Services of America
Wisconsin
$541K – – –
VIPI
2410
Vista Investment Partners II
Indiana
$541K -$106K -683 -16%
FGC
2411
First Growth Capital
Maryland
$541K – – –
MBC
2412
Michael Brady & Co
Ohio
$540K – – –
LC
2413
Lawood & Co
Pennsylvania
$539K -$62.3K -400 -10%
ACM
2414
Alamar Capital Management
California
$538K – – –
ACGA
2415
Atlanta Consulting Group Advisors
Georgia
$538K -$12K -77 -2%
CWP
2416
Capital Wealth Planning
Florida
$537K -$2.69M -17,243 -83%
WG
2417
Wellington Group
Indiana
$537K -$78.2K -502 -13%
TBWA
2418
Three Bridge Wealth Advisors
California
$537K -$67.3K -432 -11%
APC
2419
Aspire Private Capital
North Carolina
$537K +$31K +199 +6%
HCP
2420
Hardin Capital Partners
South Carolina
$536K +$22K +141 +4%
SPL
2421
Smart Portfolios LLC
Washington
$535K +$6.23K +40 +1%
BDFN
2422
Bond & Devick Financial Network
Minnesota
$534K – – –
SMBT
2423
Southern Michigan Bank & Trust
Michigan
$533K +$535K +3,431 New
LAM
2424
LECAP Asset Management
United Kingdom
$532K +$534K +3,429 New
BB
2425
Burford Brothers
Texas
$531K +$10.9K +70 +2%
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97
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