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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2526
Marco Investment Management
Georgia
$461K -$51.6K -315 -9%
GAM
2527
GEM Asset Management
Michigan
$461K -$24.7K -151 -5%
BWM
2528
BlackDiamond Wealth Management
New York
$461K -$16.5K -101 -3%
GXJ
2529
Global X Japan
Japan
$460K +$84.1K +513 +20%
GC
2530
Garde Capital
Washington
$458K – – –
ZAM
2531
Zevin Asset Management
Massachusetts
$458K +$3.11K +19 +0.6%
MC
2532
Montag & Caldwell
Georgia
$457K -$113K -691 -19%
MWPCG
2533
Measured Wealth Private Client Group
New Hampshire
$457K +$6.72K +41 +1%
LSIA
2534
LaSalle St. Investment Advisors
Illinois
$457K +$13.9K +85 +3%
ONSWM
2535
Old North State Wealth Management
North Carolina
$457K +$90.9K +555 +23%
GCM
2536
Graver Capital Management
Ohio
$456K +$492K +3,000 New
MWA
2537
Martel Wealth Advisors
Washington
$456K +$492K +3,000 New
EBSAM
2538
Eubel Brady & Suttman Asset Management
Ohio
$456K – – –
AMCA
2539
Arthur M. Cohen & Associates
Illinois
$456K -$27.9K -170 -5%
AIM
2540
Allen Investment Management
New York
$456K +$6.06K +37 +1%
ACM
2541
Aurdan Capital Management
Pennsylvania
$455K +$490K +2,992 New
CPRC
2542
Consolidated Portfolio Review Corp
New York
$455K +$490K +2,990 New
HCM
2543
Hutchinson Capital Management
California
$453K -$109K -663 -18%
CMS
2544
Capital Market Strategies
Florida
$453K -$30K -183 -6%
CFG
2545
Copley Financial Group
California
$452K +$476K +2,905 +4,210%
BFA
2546
Brown Financial Advisors
Ohio
$452K +$487K +2,973 New
GKWIM
2547
Gerber Kawasaki Wealth & Investment Management
California
$452K +$54.6K +333 +13%
PCMN
2548
Paradigm Capital Management (Nevada)
Nevada
$452K -$819 -5 -0.2%
CH
2549
Cromwell Holdings
Wyoming
$452K -$38K -232 -7%
HPBT
2550
Hickory Point Bank & Trust
Illinois
$452K +$487K +2,970 New
100 101
102
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