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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
2976
Lifestyle Asset Management
Texas
$230K +$234K +1,637 New
FP
2977
Financial Perspectives
Minnesota
$230K +$25K +175 +12%
IFO
2978
Independent Family Office
New York
$230K – – –
CWM
2979
Crowley Wealth Management
Delaware
$229K – – –
EAM
2980
Evanson Asset Management
California
$229K -$110K -767 -32%
FFG
2981
Fiduciary Financial Group
California
$229K -$2K -14 -0.9%
FCT
2982
First Community Trust
Iowa
$229K -$143K -1,000 -38%
WC
2983
Whitney & Co
New York
$228K -$54.1K -379 -19%
BGAI
2984
Bruce G. Allen Investments
Colorado
$228K +$18.4K +129 +9%
CM
2985
Capital Management
Virginia
$227K – – –
RFA
2986
Resurgent Financial Advisors
Georgia
$227K -$54.5K -382 -19%
AWM
2987
Ameliora Wealth Management
Switzerland
$227K – – –
ACA
2988
Affinity Capital Advisors
California
$226K – – –
TWM
2989
Tanager Wealth Management
United Kingdom
$226K +$230K +1,610 New
RFM
2990
Royal Fund Management
Florida
$226K -$85.5K -599 -27%
BCM
2991
BTC Capital Management
Iowa
$226K -$94.1K -659 -29%
MKA
2992
M. Kulyk & Associates
Georgia
$225K -$7.14K -50 -3%
VWM
2993
Vigilare Wealth Management
Arizona
$225K -$203K -1,424 -47%
MA
2994
McBroom & Associates
Nevada
$225K +$228K +1,600 New
IG
2995
IFS Group
Pennsylvania
$224K +$224K +1,568 New
BC
2996
Brio Consultants
California
$224K -$4.71K -33 -2%
TAM
2997
Tucker Asset Management
Colorado
$222K -$132K -925 -37%
VC
2998
Veracity Capital
Georgia
$222K -$98.1K -687 -30%
BIG
2999
Brookwood Investment Group
Arizona
$222K +$225K +1,579 New
WHCI
3000
W.H. Cornerstone Investments
Massachusetts
$221K +$2.14K +15 +1%
118 119
120
121 122