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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
2501
Fourpath Capital Management
Oklahoma
$465K -$908 -5 -0.2%
EBA
2502
Eagle Bay Advisors
New York
$465K +$81.2K +447 +19%
MA
2503
Mezzasalma Advisors
New Jersey
$464K – – –
CWM
2504
Centric Wealth Management
Illinois
$464K +$18.2K +100 +4%
HIM
2505
Hillsdale Investment Management
Ontario, Canada
$462K +$300K +1,654 +154%
UCB
2506
United Community Bank
South Carolina
$462K +$395K +2,174 +392%
SAM
2507
Secure Asset Management
Michigan
$462K +$66.3K +365 +15%
NRC
2508
New Republic Capital
North Carolina
$462K -$23.2K -128 -4%
CWA
2509
Consilium Wealth Advisory
Texas
$462K -$378K -2,081 -43%
CA
2510
Crumly & Associates
Illinois
$461K +$495K +2,723 New
LBWM
2511
Left Brain Wealth Management
Illinois
$461K +$46K +253 +10%
FOA
2512
Five Oceans Advisors
California
$461K – – –
CWM
2513
Circle Wealth Management
New Jersey
$461K +$14.3K +79 +3%
OWM
2514
Opes Wealth Management
California
$460K +$5.45K +30 +1%
NEWAS
2515
N.E.W. Advisory Services
Wisconsin
$459K +$141K +774 +40%
MAM
2516
MMA Asset Management
Pennsylvania
$458K -$3.09K -17 -0.6%
FFG
2517
Frisch Financial Group
New York
$458K – – –
DA
2518
Doliver Advisors
Texas
$458K -$726 -4 -0.1%
WQ
2519
Wealth Quarterback
New Jersey
$457K +$28.9K +159 +6%
CCA
2520
Clearwater Capital Advisors
Illinois
$457K -$7.81K -43 -2%
TF
2521
Theory Financial
Colorado
$457K – – –
EWA
2522
ERTS Wealth Advisors
Michigan
$456K +$9.81K +54 +2%
LAS
2523
LWM Advisory Services
Florida
$455K +$908 +5 +0.2%
FMP
2524
Financial Management Professionals
Texas
$455K -$207K -1,137 -30%
HIG
2525
Heritage Investment Group
Florida
$455K -$4K -22 -0.8%
99 100
101
102 103