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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RPSA
3001
Richard P. Slaughter Associates
Texas
$252K -$11.8K -79 -4%
EG
3002
Ellerson Group
Maryland
$252K -$7.44K -50 -3%
HA
3003
Hanover Advisors
South Carolina
$252K – – –
BFF
3004
Byrne Financial Freedom
Massachusetts
$252K -$4.46K -30 -2%
CAU
3005
Caxton Associates (UK)
$251K +$249K +1,673 New
MF
3006
Manchester Financial
California
$250K -$1.79K -12 -0.7%
MKA
3007
M. Kulyk & Associates
Georgia
$250K +$27.7K +186 +13%
LFG
3008
Lazard Frères Gestion
France
$249K – – –
MWM
3009
Maridea Wealth Management
New York
$248K +$18.2K +122 +8%
SA
3010
Skyline Advisors
Washington
$248K +$149 +1 +0.1%
WF
3011
Warner Financial
Maryland
$248K +$246K +1,651 New
FCM
3012
Firestone Capital Management
Florida
$248K +$2.53K +17 +1%
AAMC
3013
Asset Allocation & Management Company
Illinois
$247K – – –
BIP
3014
Blue Investment Partners
California
$247K -$9.97K -67 -4%
SCM
3015
Sterneck Capital Management
Missouri
$246K – – –
AFA
3016
American Financial Advisors
Georgia
$246K -$11.3K -76 -4%
ORC
3017
O'Rourke & Company
Massachusetts
$246K +$1.64K +11 +0.7%
CWM
3018
Crowley Wealth Management
Delaware
$245K +$1.94K +13 +0.8%
RIS
3019
Retirement Income Solutions
Michigan
$245K -$146K -979 -37%
PTCG
3020
Pring Turner Capital Group
California
$244K +$12.7K +85 +6%
HIIFS
3021
Harel Insurance Investments & Financial Services
Israel
$244K +$243K +1,630 New
IPWA
3022
International Private Wealth Advisors
California
$244K +$5.8K +39 +2%
GFWA
3023
Grey Fox Wealth Advisors
Delaware
$243K -$6.55K -44 -3%
DWM
3024
Drive Wealth Management
Utah
$243K -$595 -4 -0.2%
TCM
3025
TT Capital Management
California
$243K +$241K +1,619 New
119 120
121
122 123