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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2551
Truvestments Capital
Florida
$342K -$32.4K -188 -8%
CJL
2552
Cyrus J. Lawrence
New York
$342K – – –
BMM
2553
Buffington Mohr McNeal
Idaho
$342K +$3.79K +22 +1%
OMC
2554
Overbrook Management Corp
New York
$340K – – –
HP
2555
HT Partners
Connecticut
$339K – – –
OCPWS
2556
One Charles Private Wealth Services
Massachusetts
$339K +$12.1K +70 +3%
JWM
2557
Janiczek Wealth Management
Colorado
$339K +$12.6K +73 +4%
MSR
2558
Main Street Research
Connecticut
$339K +$30.7K +178 +9%
AWP
2559
Abacus Wealth Partners
California
$339K -$30.3K -176 -8%
TC
2560
Titleist Capital
Texas
$335K -$16.7K -97 -5%
TFA
2561
Teamwork Financial Advisors
Texas
$335K -$12.8K -74 -3%
SAM
2562
Shikiar Asset Management
New York
$335K – – –
RWP
2563
Revolve Wealth Partners
New Jersey
$335K +$37.2K +216 +12%
JAFL
2564
Jay A. Fishman Ltd
Michigan
$335K -$64.3K -373 -15%
ACA
2565
Affinity Capital Advisors
California
$334K – – –
CWA
2566
Cornerstone Wealth Advisors
Minnesota
$333K -$34.5K -200 -9%
WIM
2567
Warwick Investment Management
Texas
$333K +$517 +3 +0.1%
AW
2568
Apricus Wealth
South Carolina
$332K -$45.7K -265 -12%
PFG
2569
Pinnacle Financial Group
Illinois
$332K +$345 +2 +0.1%
TIA
2570
Tiemann Investment Advisors
California
$331K -$39.6K -230 -10%
TC
2571
Tacita Capital
Ontario, Canada
$331K – – –
EWA
2572
EverSource Wealth Advisors
Alabama
$331K +$37.7K +219 +12%
I
2573
IMPACTfolio
Colorado
$330K -$15K -87 -4%
SEIA
2574
Signature Estate & Investment Advisors
California
$330K +$5K +29 +1%
PCMC
2575
Paragon Capital Management (Colorado)
Colorado
$329K – – –
101 102
103
104 105