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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2551
Centric Wealth Management
Illinois
$432K +$20.2K +136 +5%
OWM
2552
Opes Wealth Management
California
$430K +$6.85K +46 +2%
SCM
2553
Sage Capital Management
New Jersey
$428K -$27.7K -186 -6%
RWM
2554
RBA Wealth Management
California
$428K -$3.87M -25,980 -90%
SCA
2555
Sulzberger Capital Advisors
Florida
$427K – – –
RA
2556
Ruggaard & Associates
Ohio
$427K -$7.74K -52 -2%
PCMN
2557
Paradigm Capital Management (Nevada)
Nevada
$427K -$19.3K -130 -4%
FFG
2558
Fiduciary Financial Group
California
$426K +$164K +1,105 +60%
FCT
2559
First Community Trust
Iowa
$425K -$49.9K -335 -11%
PWM
2560
Partners Wealth Management
California
$425K -$34.1K -229 -7%
ACP
2561
Aveo Capital Partners
Colorado
$425K -$394K -2,647 -45%
AFIA
2562
America First Investment Advisors
Nebraska
$425K +$2.08K +14 +0.5%
FFG
2563
Frisch Financial Group
New York
$424K -$4.46K -30 -1%
IFWM
2564
Institute for Wealth Management
Colorado
$423K -$36K -242 -8%
RCIM
2565
Red Cedar Investment Management
Michigan
$422K -$1.18M -7,930 -74%
SC
2566
Solstein Capital
California
$421K – – –
DMC
2567
Drexel Morgan & Co
Pennsylvania
$420K – – –
MFA
2568
McClarren Financial Advisors
Pennsylvania
$419K +$426K +2,862 New
WSCM
2569
Wellington Shields Capital Management
New York
$419K -$387K -2,600 -48%
SWM
2570
Silverlake Wealth Management
Vermont
$419K +$33.2K +223 +9%
CF
2571
Convergence Financial
Missouri
$418K -$44.4K -298 -10%
MWP
2572
Meriwether Wealth & Planning
Louisiana
$418K +$74.7K +502 +22%
OFG
2573
Oxford Financial Group
Indiana
$418K -$54.9K -369 -12%
JF
2574
Joule Financial
Kentucky
$417K -$5.36K -36 -1%
TAM
2575
Titleist Asset Management
Texas
$417K -$49.4K -332 -11%
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