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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2501
Joule Financial
Kentucky
$470K +$41.6K +238 +10%
BOS
2502
Bank of Stockton
California
$469K -$14K -80 -3%
BCAM
2503
Boston Common Asset Management
Massachusetts
$469K -$877K -5,015 -66%
NRC
2504
New Republic Capital
North Carolina
$469K +$54.9K +314 +14%
WCG
2505
Weaver Consulting Group
California
$469K +$350 +2 +0.1%
SGWM
2506
Sterling Group Wealth Management
California
$469K +$38.5K +220 +9%
BIA
2507
Barry Investment Advisors
Massachusetts
$467K +$205K +1,175 +85%
SFA
2508
Source Financial Advisors
New York
$467K +$75K +429 +20%
BWA
2509
Burt Wealth Advisors
Maryland
$466K -$9.44K -54 -2%
FAG
2510
Fortitude Advisory Group
Washington
$465K +$10.5K +60 +2%
CC
2511
Corton Capital
Ontario, Canada
$465K +$191K +1,093 +75%
IIA
2512
Integral Investment Advisors
California
$464K – – –
AWM
2513
Affinity Wealth Management
Delaware
$463K +$14K +80 +3%
PWM
2514
Prentice Wealth Management
New York
$463K +$11.5K +66 +3%
AM
2515
Atwater Malick
Pennsylvania
$462K – – –
FPIS
2516
Financial Planning & Information Services
Wisconsin
$462K – – –
EWA
2517
Encompass Wealth Advisors
Oregon
$461K – – –
AWS
2518
Arkfeld Wealth Strategies
Nebraska
$460K – – –
SA
2519
SL Advisors
New Jersey
$456K -$874 -5 -0.2%
LSIA
2520
LaSalle St. Investment Advisors
Illinois
$456K +$7.34K +42 +2%
DMC
2521
Drexel Morgan & Co
Pennsylvania
$456K – – –
DCBT
2522
Dakota Community Bank & Trust
North Dakota
$455K -$12.9K -74 -3%
ACA
2523
Ackerman Capital Advisors
Texas
$454K -$8.74K -50 -2%
QPWM
2524
Quadrant Private Wealth Management
Pennsylvania
$453K -$31.5K -180 -7%
MIS
2525
Morningstar Investment Services
Illinois
$452K -$9.68M -55,372 -96%
99 100
101
102 103