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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2726
FWG Investments
Kentucky
$372K +$49.3K +287 +15%
CJL
2727
Cyrus J. Lawrence
New York
$372K – – –
BFA
2728
Beacon Financial Advisory
Ohio
$372K -$23.5K -137 -6%
PCMC
2729
Planning Capital Management Corporation
Pennsylvania
$372K +$28.9K +168 +8%
LGG
2730
Luts & Greenleigh Group
Maryland
$372K -$19.8K -115 -5%
FWM
2731
Focused Wealth Management
New York
$371K -$50.3K -293 -12%
CWS
2732
Cypress Wealth Services
California
$371K -$141K -820 -27%
FOA
2733
Five Oceans Advisors
California
$371K -$3.95K -23 -1%
CCM
2734
Chiron Capital Management
Florida
$370K +$344 +2 +0.1%
CWAF
2735
Core Wealth Advisors (Florida)
Florida
$370K -$10.5K -61 -3%
VA
2736
Verdad Advisers
Massachusetts
$369K +$373K +2,171 New
SFG
2737
Sterling Financial Group
California
$369K +$3.95K +23 +1%
MSRI
2738
Michael S. Ryan Inc
New York
$369K – – –
SIA
2739
Strategic Investment Advisors
Michigan
$369K +$12.7K +74 +4%
DWM
2740
Darwin Wealth Management
Florida
$369K +$372K +2,167 New
SL
2741
Sentinus LLC
Illinois
$368K +$19.4K +113 +6%
TCM
2742
Tradewinds Capital Management
Washington
$368K +$344 +2 +0.1%
TVAMP
2743
Tennessee Valley Asset Management Partners
Tennessee
$368K -$22K -128 -6%
WC
2744
Whitney & Co
New York
$367K +$25.6K +149 +7%
GAMC
2745
Garner Asset Management Corp
Texas
$367K – – –
CAM
2746
Creekmur Asset Management
Illinois
$367K -$6.87K -40 -2%
KWS
2747
Keystone Wealth Services
California
$366K -$15.5K -90 -4%
AA
2748
Aufman Associates
Pennsylvania
$366K +$370K +2,153 New
FA
2749
Financial Advisors
Massachusetts
$366K – – –
TCM
2750
Towercrest Capital Management
Pennsylvania
$366K +$172 +1 +0%
108 109
110
111 112