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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
2476
American Institute for Advanced Investment Management
Arizona
$481K – – –
BOS
2477
Bank of Stockton
California
$480K – – –
PCM
2478
Pointe Capital Management
Michigan
$479K -$29.6K -166 -6%
DWA
2479
Delap Wealth Advisory
Oregon
$478K +$472K +2,648 New
HIF
2480
Hill Island Financial
Michigan
$478K +$225K +1,262 +91%
NF
2481
Norwood Financial
Pennsylvania
$478K – – –
LK
2482
Lumbard & Kellner
New Hampshire
$477K – – –
EWA
2483
ERTS Wealth Advisors
Michigan
$476K -$6.06K -34 -1%
AWAU
2484
Alliance Wealth Advisors (Utah)
Utah
$476K +$470K +2,633 New
CWM
2485
Centric Wealth Management
Illinois
$475K -$1.6K -9 -0.3%
BWM
2486
BlackDiamond Wealth Management
New York
$475K -$10.2K -57 -2%
AAP
2487
Arax Advisory Partners
Colorado
$475K +$1.07K +6 +0.2%
MAM
2488
MMA Asset Management
Pennsylvania
$475K +$4.82K +27 +1%
NAG
2489
Northstar Advisory Group
New Jersey
$474K +$47.1K +264 +11%
GWA
2490
GGM Wealth Advisors
Maryland
$474K -$713 -4 -0.2%
TFA
2491
Trinity Financial Advisors
Ohio
$473K – – –
HC
2492
Hoese & Co
Minnesota
$473K – – –
SCM
2493
Stevens Capital Management
Pennsylvania
$473K +$467K +2,616 New
PCMN
2494
Paradigm Capital Management (Nevada)
Nevada
$472K -$4.46K -25 -0.9%
TFGT
2495
TS Financial Group (TSFG)
Illinois
$472K -$3.57K -20 -0.8%
MA
2496
Mezzasalma Advisors
New Jersey
$472K -$20.2K -113 -4%
BWA
2497
Burt Wealth Advisors
Maryland
$472K +$892 +5 +0.2%
NWM
2498
Northwest Wealth Management
Iowa
$471K -$18.4K -103 -4%
WFA
2499
Wellspring Financial Advisors
Ohio
$467K +$107K +598 +30%
GJIA
2500
Glass Jacobson Investment Advisors
Maryland
$467K +$461K +2,584 New
98 99
100
101 102