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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2476
Security Asset Management
New York
$264K – – –
TF
2477
Trek Financial
Arizona
$264K +$291 +2 +0.1%
RTS
2478
Round Table Services
New Jersey
$264K +$260K +1,782 New
OCPWS
2479
One Charles Private Wealth Services
Massachusetts
$264K +$260K +1,784 New
RDFA
2480
Ritter Daniher Financial Advisory
Ohio
$263K -$1.46K -10 -0.6%
ACM
2481
Armbruster Capital Management
New York
$263K – – –
AIS
2482
AM Investment Strategies
Tennessee
$263K +$583 +4 +0.2%
RCYC
2483
Richard C. Young & Co
Rhode Island
$263K +$3.06K +21 +1%
CFSG
2484
Community Financial Services Group
Vermont
$263K +$18.9K +130 +8%
IFO
2485
Independent Family Office
New York
$263K +$66.9K +459 +35%
SCM
2486
Spreng Capital Management
Ohio
$263K +$259K +1,776 New
HWA
2487
HHM Wealth Advisors
Tennessee
$262K -$37.6K -258 -13%
NDSI
2488
Newman Dignan & Sheerar Inc
Rhode Island
$262K -$9.47K -65 -0.4%
DI
2489
Diligent Investors
California
$262K +$5.1K +35 +2%
HC
2490
Hamilton Capital
Ohio
$262K +$25.5K +175 +11%
CG
2491
Cutler Group
California
$262K +$239K +1,641 +1,272%
JHP
2492
James Hambro & Partners
United Kingdom
$262K +$258K +1,770 New
BFG
2493
Bouchey Financial Group
New York
$261K +$25.6K +176 +11%
HCM
2494
Hollencrest Capital Management
California
$260K – – –
OBGC
2495
O'Brien Greene & Co
Pennsylvania
$260K – – –
WMA
2496
Wealth Management Associates
New Jersey
$260K +$255K +1,753 New
BWM
2497
BigSur Wealth Management
Florida
$259K – – –
MCM
2498
Magnolia Capital Management
New York
$259K – – –
JF
2499
JSF Financial
California
$259K +$16.9K +116 +7%
LIG
2500
Lokken Investment Group
Delaware
$258K -$8.3K -57 -3%
98 99
100
101 102