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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2901
Sunbeam Capital Management
Georgia
$306K +$3.43K +22 +1%
LRIA
2902
Leonard Rickey Investment Advisors
Washington
$306K +$4.36K +28 +1%
JMA
2903
J.M. Arbour
Maine
$305K +$5.45K +35 +2%
HA
2904
Hofer & Associates
California
$305K +$3.12K +20 +1%
WA
2905
Wealth Architects
California
$305K +$10.6K +68 +4%
TVAMP
2906
Tennessee Valley Asset Management Partners
Tennessee
$304K +$2.96K +19 +1%
CCA
2907
Catalyst Capital Advisors
New York
$303K +$227K +1,458 +295%
SSI
2908
Scott & Selber Inc
Texas
$303K – – –
AWA
2909
AGH Wealth Advisors
Kansas
$303K +$8.73K +56 +3%
RWA
2910
Roberts Wealth Advisors
California
$302K -$10.9K -70 -3%
AWA
2911
Argos Wealth Advisors
California
$302K +$7.48K +48 +3%
HCA
2912
Heck Capital Advisors
Wisconsin
$301K -$316K -2,029 -51%
RMP
2913
Richards, Merrill & Peterson
Washington
$301K +$10.4K +67 +4%
RWM
2914
Rench Wealth Management
Texas
$300K -$7.95K -51 -3%
WAOI
2915
Wealth Advisors of Iowa
Iowa
$300K +$935 +6 +0.3%
AFPL
2916
Advus Financial Partners, LLC
Florida
$300K -$32.1K -206 -10%
DG
2917
DMC Group
Alabama
$300K -$3.12K -20 -1%
BCM
2918
Blume Capital Management
California
$300K +$39K +250 +15%
PFM
2919
Phillips Financial Management
Indiana
$300K -$55.2K -354 -15%
GCP
2920
Guardian Capital (Pennsylvania)
Pennsylvania
$300K -$110K -709 -27%
TPCM
2921
Templeton & Phillips Capital Management
Tennessee
$300K -$363K -2,332 -55%
KCFA
2922
Key Client Fiduciary Advisors
New Jersey
$299K -$3.43K -22 -1%
SEM
2923
Suncoast Equity Management
Florida
$299K +$11.7K +75 +4%
TFM
2924
TFC Financial Management
Massachusetts
$299K -$74K -475 -20%
RCG
2925
Ridge Creek Global
Ohio
$299K -$41.8K -268 -12%
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