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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2851
IAG Wealth Partners
Wisconsin
$272K – – –
SPI
2852
Santori & Peters Inc
Pennsylvania
$271K +$12.3K +69 +5%
CAM
2853
Claret Asset Management
Quebec, Canada
$271K +$5.17K +29 +2%
DFC
2854
DBK Financial Counsel
Ohio
$271K +$268K +1,500 New
RPSA
2855
Richard P. Slaughter Associates
Texas
$271K -$64.9K -364 -20%
CWM
2856
Chronos Wealth Management
Florida
$271K – – –
KIM
2857
Karpus Investment Management
New York
$271K – – –
SAA
2858
Southeast Asset Advisors
Georgia
$271K – – –
AA
2859
AlphaCentric Advisors
Puerto Rico
$270K +$55.5K +311 +26%
AF
2860
Alerus Financial
North Dakota
$269K +$28.2K +158 +12%
C
2861
Certuity
Florida
$269K -$2.5K -14 -0.9%
TA
2862
TrueWealth Advisors
Alabama
$269K +$265K +1,487 New
AIA
2863
Arbor Investment Advisors
North Carolina
$268K – – –
RI
2864
Ridgewood Investments
New Jersey
$267K – – –
BRA
2865
Biechele Royce Advisors
Indiana
$267K +$41K +230 +18%
GCMG
2866
Gyroscope Capital Management Group
Florida
$267K +$263K +1,477 New
DU
2867
Delphia (USA)
Ontario, Canada
$267K -$68K -381 -21%
FC
2868
Financial Consulate
Maryland
$266K +$178 +1 +0.1%
TF
2869
TimeScale Financial
Massachusetts
$266K +$178 +1 +0.1%
MHR
2870
Matthew Hamilton Rosenberg
$265K – – –
RWI
2871
Red Wave Investments
Pennsylvania
$265K -$50.8K -285 -16%
BWFA
2872
Baltimore-Washington Financial Advisors
Maryland
$264K +$261K +1,462 New
SIA
2873
Sage Investment Advisers
New York
$264K – – –
CC
2874
Corton Capital
Ontario, Canada
$263K -$39.8K -223 -13%
KOC
2875
Koss-Olinger Consulting
Florida
$263K -$535 -3 -0.2%
113 114
115
116 117