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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3001
BCGM Wealth Management
Indiana
$254K +$20.2K +136 +9%
SP
3002
Symmetry Partners
Connecticut
$252K +$595 +4 +0.2%
CDDEC
3003
Caisse Des Depots Et Consignations
France
$252K – – –
RPSA
3004
Richard P. Slaughter Associates
Texas
$252K -$11.8K -79 -4%
EG
3005
Ellerson Group
Maryland
$252K -$7.44K -50 -3%
HA
3006
Hanover Advisors
South Carolina
$252K – – –
BFF
3007
Byrne Financial Freedom
Massachusetts
$252K -$4.46K -30 -2%
CAU
3008
Caxton Associates (UK)
$251K +$249K +1,673 New
MF
3009
Manchester Financial
California
$250K -$1.79K -12 -0.7%
MKA
3010
M. Kulyk & Associates
Georgia
$250K +$27.7K +186 +13%
LFG
3011
Lazard Frères Gestion
France
$249K – – –
MWM
3012
Maridea Wealth Management
New York
$248K +$18.2K +122 +8%
SA
3013
Skyline Advisors
Washington
$248K +$149 +1 +0.1%
WF
3014
Warner Financial
Maryland
$248K +$246K +1,651 New
FCM
3015
Firestone Capital Management
Florida
$248K +$2.53K +17 +1%
AAMC
3016
Asset Allocation & Management Company
Illinois
$247K – – –
BIP
3017
Blue Investment Partners
California
$247K -$9.97K -67 -4%
SCM
3018
Sterneck Capital Management
Missouri
$246K – – –
AFA
3019
American Financial Advisors
Georgia
$246K -$11.3K -76 -4%
ORC
3020
O'Rourke & Company
Massachusetts
$246K +$1.64K +11 +0.7%
CWM
3021
Crowley Wealth Management
Delaware
$245K +$1.94K +13 +0.8%
RIS
3022
Retirement Income Solutions
Michigan
$245K -$146K -979 -37%
PTCG
3023
Pring Turner Capital Group
California
$244K +$12.7K +85 +6%
HIIFS
3024
Harel Insurance Investments & Financial Services
Israel
$244K +$243K +1,630 New
IPWA
3025
International Private Wealth Advisors
California
$244K +$5.8K +39 +2%
119 120
121
122 123