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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2801
Howard Capital Management
Georgia
$358K -$71.9K -427 -17%
OCPWS
2802
One Charles Private Wealth Services
Massachusetts
$357K +$17.3K +103 +5%
PFG
2803
Pinnacle Financial Group
Illinois
$356K +$337 +2 +0.1%
CAC
2804
Certified Advisory Corp
Florida
$356K +$45.1K +268 +15%
BAM
2805
Bellevue Asset Management
Washington
$356K +$505 +3 +0.1%
JWM
2806
Janiczek Wealth Management
Colorado
$356K +$2.36K +14 +0.7%
WPA
2807
Winning Points Advisors
Florida
$355K – – –
RWP
2808
Revolve Wealth Partners
New Jersey
$355K +$5.22K +31 +2%
MM
2809
Meridian Management
Arkansas
$355K -$842 -5 -0.2%
BAM
2810
Bosun Asset Management
Illinois
$353K – – –
PCMC
2811
Planning Capital Management Corporation
Pennsylvania
$353K -$58.1K -345 -15%
GIM
2812
Guild Investment Management
California
$353K – – –
IFPG
2813
Intrepid Financial Planning Group
Indiana
$352K – – –
GL
2814
Gerber LLC
Ohio
$352K +$42.9K +255 +15%
GCP
2815
Gill Capital Partners
Colorado
$350K – – –
PI
2816
Parkside Investments
Illinois
$350K -$337K -2,000 -50%
FFG
2817
Fortem Financial Group
California
$350K – – –
MIA
2818
MMBG Investment Advisors
Florida
$350K – – –
RWM
2819
Rench Wealth Management
Texas
$350K -$7.74K -46 -2%
NED
2820
Nancy E. Dempze
$349K -$17.7K -105 -5%
VCM
2821
Vivaldi Capital Management
Illinois
$348K -$84.3K -501 -21%
SIA
2822
Strategic Investment Advisors
Michigan
$348K +$13.6K +81 +4%
GCWM
2823
Graham Capital Wealth Management
District of Columbia
$348K +$15.5K +92 +5%
CCT
2824
Capital City Trust
Florida
$347K -$4.04K -24 -1%
HWA
2825
HHM Wealth Advisors
Tennessee
$346K – – –
111 112
113
114 115