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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2551
Janiczek Wealth Management
Colorado
$354K +$46.5K +276 +16%
I
2552
IMPACTfolio
Colorado
$351K -$19.2K -114 -5%
CFN
2553
Cordasco Financial Network
Florida
$350K +$34.2K +203 +11%
AFPL
2554
Advus Financial Partners, LLC
Florida
$349K +$35.4K +210 +11%
CJL
2555
Cyrus J. Lawrence
New York
$349K – – –
TLFA
2556
True Link Financial Advisors
California
$349K +$36.5K +217 +12%
WA
2557
WESPAC Advisors
California
$349K +$353K +2,094 New
DS
2558
DRW Securities
Illinois
$348K +$352K +2,090 New
OMC
2559
Overbrook Management Corp
New York
$347K – – –
CCP
2560
Cassia Capital Partners
North Carolina
$347K +$1.68K +10 +0.5%
T
2561
TCWP
Ohio
$347K +$3.87K +23 +1%
BMM
2562
Buffington Mohr McNeal
Idaho
$346K -$58.9K -350 -14%
RCG
2563
Rock Creek Group
District of Columbia
$346K -$3.87K -23 -1%
HP
2564
HT Partners
Connecticut
$346K – – –
AA
2565
Aire Advisors
California
$344K +$127K +752 +57%
LPWM
2566
Lake Point Wealth Management
Texas
$343K – – –
RPG
2567
Resource Planning Group
Georgia
$342K – – –
SAM
2568
Shikiar Asset Management
New York
$342K – – –
ACA
2569
Affinity Capital Advisors
California
$341K -$337 -2 -0.1%
OCPWS
2570
One Charles Private Wealth Services
Massachusetts
$341K +$36K +214 +12%
ZIG
2571
Zuckerman Investment Group
Illinois
$340K +$48.8K +290 +17%
WIM
2572
Warwick Investment Management
Texas
$339K +$505 +3 +0.1%
PFG
2573
Pinnacle Financial Group
Illinois
$338K -$52.5K -312 -13%
CCT
2574
Capital City Trust
Florida
$338K +$33.3K +198 +11%
TCM
2575
Tradewinds Capital Management
Washington
$337K -$176K -1,047 -34%
101 102
103
104 105