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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2826
Canal Capital Management
Virginia
$296K +$60.1K +322 +25%
LAM
2827
Lakewood Asset Management
Illinois
$296K – – –
PWM
2828
Provident Wealth Management
Tennessee
$295K +$8.77K +47 +3%
BRA
2829
Biechele Royce Advisors
Indiana
$295K +$1.49K +8 +0.5%
GP
2830
Greenline Partners
New York
$294K – – –
SAIG
2831
Semper Augustus Investments Group
Colorado
$293K – – –
PRWA
2832
Platte River Wealth Advisors
Colorado
$293K +$56K +300 +23%
UL
2833
Unionview LLC
Washington
$292K +$187 +1 +0.1%
MW
2834
MBL Wealth
North Carolina
$292K +$746 +4 +0.3%
WMP
2835
Wealth Management Partners
Arizona
$292K – – –
FNC
2836
First National Corp
Massachusetts
$291K -$29.9K -160 -9%
RDFA
2837
Ritter Daniher Financial Advisory
Ohio
$290K – – –
LWMG
2838
Levy Wealth Management Group
Pennsylvania
$290K +$1.87K +10 +0.6%
AMG
2839
Advisors Management Group
Wisconsin
$290K -$7.84K -42 -3%
CUAMC
2840
China Universal Asset Management Company
China
$289K +$212K +1,138 +270%
CIA
2841
Cohen Investment Advisors
New Hampshire
$289K – – –
SIM
2842
Seaview Investment Managers
Florida
$288K – – –
PFA
2843
Pettinga Financial Advisors
Indiana
$288K – – –
OAM
2844
Occidental Asset Management
California
$288K – – –
BIP
2845
Blue Investment Partners
California
$287K +$22.4K +120 +8%
DU
2846
Delphia (USA)
Ontario, Canada
$287K -$130K -699 -31%
VAF
2847
Values Added Financial
District of Columbia
$286K +$288K +1,545 New
AA
2848
Aire Advisors
California
$286K – – –
WHCI
2849
W.H. Cornerstone Investments
Massachusetts
$286K +$11.8K +63 +4%
EHAM
2850
Eagle Harbor Asset Management
Washington
$286K -$20.3K -109 -7%
112 113
114
115 116