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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2501
Aurora Private Wealth
New Jersey
$236K -$4.97K -35 -2%
SAIG
2502
Semper Augustus Investments Group
Colorado
$235K – – –
PCH
2503
PGIM Custom Harvest
New Jersey
$235K +$236K +1,661 New
CGA
2504
Crescent Grove Advisors
Illinois
$234K +$1.71K +12 +0.8%
FNBOMD
2505
First National Bank of Mount Dora
Florida
$234K +$14.2K +100 +7%
RVM
2506
Robinson Value Management
Texas
$233K +$223K +1,570 New
W
2507
Wealthquest
Ohio
$233K +$224K +1,574 New
AFA
2508
American Financial Advisors
Georgia
$232K +$569 +4 +0.3%
AIS
2509
AM Investment Strategies
Tennessee
$232K +$222K +1,565 New
TA
2510
Trellis Advisors
Washington
$231K -$25.7K -181 -10%
CCM
2511
Colorado Capital Management
Colorado
$231K +$4.12K +29 +2%
BAAM
2512
Baker Avenue Asset Management
California
$231K +$221K +1,558 New
CIA
2513
Cohen Investment Advisors
New Hampshire
$231K +$221K +1,558 New
NFSG
2514
Newbridge Financial Services Group
Florida
$230K – – –
PCM
2515
Pennsylvania Capital Management
Pennsylvania
$229K – – –
NFG
2516
Northeast Financial Group
Pennsylvania
$228K +$219K +1,541 New
JF
2517
JSF Financial
California
$228K +$4.41K +31 +2%
SMA
2518
Sage Mountain Advisors
Georgia
$227K +$217K +1,529 New
RA
2519
Reby Advisors
Connecticut
$227K +$218K +1,533 New
IWP
2520
IAG Wealth Partners
Wisconsin
$226K – – –
OFA
2521
Oak Family Advisors
Illinois
$226K +$216K +1,522 New
SEIA
2522
Signature Estate & Investment Advisors
California
$225K -$18.6K -131 -8%
FAM
2523
Flaharty Asset Management
Florida
$225K +$215K +1,516 New
SAA
2524
Southeast Asset Advisors
Georgia
$225K +$216K +1,518 New
RWB
2525
RMR Wealth Builders
New Jersey
$224K -$266K -1,868 -55%
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101
102 103