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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2726
Channel Wealth
California
$339K -$10.5K -58 -3%
GIM
2727
Guild Investment Management
California
$339K – – –
KA
2728
Kercheville Advisors
Texas
$339K – – –
MIA
2729
MMBG Investment Advisors
Florida
$339K – – –
TMC
2730
Trellus Management Company
Florida
$339K +$363K +2,000 New
CFS
2731
CGC Financial Services
Oregon
$339K -$45.4K -250 -11%
RWM
2732
Rench Wealth Management
Texas
$338K +$363 +2 +0.1%
WPA
2733
Winning Points Advisors
Florida
$337K -$18.2K -100 -5%
HA
2734
HFG Advisors
Ohio
$337K +$4.72K +26 +1%
CIA
2735
Cascade Investment Advisors
Oregon
$337K – – –
CWA
2736
Cornerstone Wealth Advisors
Minnesota
$337K – – –
MWM
2737
Merriman Wealth Management
Washington
$337K -$3.45K -19 -0.9%
CWS
2738
Cypress Wealth Services
California
$336K -$26.2K -144 -7%
TCPWM
2739
Traverso Chambers Private Wealth Management
California
$336K +$7.26K +40 +2%
LNWTC
2740
Laird Norton Wetherby Trust Company
Washington
$336K – – –
MCA
2741
Millennium Capital Advisors
Arkansas
$336K – – –
RLIM
2742
Red Lighthouse Investment Management
New York
$334K +$48.3K +266 +16%
OBGC
2743
O'Brien Greene & Co
Pennsylvania
$332K – – –
RC
2744
Rovin Capital
Arizona
$330K -$15.3K -84 -4%
EAM
2745
Evanson Asset Management
California
$330K +$545 +3 +0.2%
T
2746
TCWP
Ohio
$330K -$61.9K -341 -15%
WA
2747
WESPAC Advisors
California
$330K +$40.7K +224 +13%
I2I
2748
Insight 2811 Inc
Illinois
$329K -$211K -1,160 -37%
IF
2749
Insight Folios
North Carolina
$329K -$39.4K -217 -10%
OCPWS
2750
One Charles Private Wealth Services
Massachusetts
$328K -$26.7K -147 -7%
108 109
110
111 112