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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCAM
3151
Cascades Capital Asset Management
North Carolina
$167K -$147K -985 -44%
SEP
3152
Signature Equity Partners
Ohio
$164K -$15K -100 -8%
RF
3153
Robinswood Financial
Washington
$163K +$299 +2 +0.2%
GK
3154
Graney & King
New York
$162K -$299 -2 -0.2%
MS
3155
Monetary Solutions
Ohio
$162K – – –
WA
3156
WPG Advisers
Maryland
$161K +$41K +274 +30%
BHWM
3157
Beaird Harris Wealth Management
Texas
$160K +$49.6K +332 +39%
MWM
3158
Mascoma Wealth Management
New Hampshire
$158K +$299 +2 +0.2%
SCM
3159
Silvant Capital Management
Georgia
$155K – – –
FCT
3160
First Community Trust
Iowa
$152K -$17.3K -116 -9%
BAM
3161
Byrne Asset Management
New Jersey
$151K +$20.2K +135 +14%
CW
3162
CrossGen Wealth
North Carolina
$150K – – –
LAS
3163
Lloyd Advisory Services
Georgia
$148K +$108K +725 +195%
NECFA
3164
New England Capital Financial Advisors
Connecticut
$146K +$897 +6 +0.6%
PCA
3165
Providence Capital Advisors
North Carolina
$144K -$7.04M -47,079 -98%
HFS
3166
Hughes Financial Services
Virginia
$143K -$2.54K -17 -2%
HWM
3167
HighMark Wealth Management
Minnesota
$140K +$1.05K +7 +0.7%
ISWM
3168
Intesa Sanpaolo Wealth Management
$137K +$44.1K +295 +41%
BSC
3169
Brown Shipley & Co
United Kingdom
$136K – – –
AFC
3170
Alpine Fox Capital
Nevada
$135K -$598K -4,000 -80%
HA
3171
Heartland Advisors
Wisconsin
$135K – – –
SG
3172
Sankala Group
Colorado
$135K -$150 -1 -0.1%
SFFS
3173
Stonehage Fleming Financial Services
Jersey
$132K – – –
T
3174
Tidemark
California
$130K – – –
MWA
3175
Miller Wealth Advisors
Colorado
$129K – – –
125 126
127
128 129