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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NAG
1001
Northstar Advisory Group
New Jersey
$4.26M +$3.22M +21,910 +283%
VWM
1002
Valley Wealth Managers
New Jersey
$4.25M +$10.6K +72 +0.2%
CWI
1003
Conscious Wealth Investments
Florida
$4.25M -$132K -901 -3%
FIBOI
1004
First International Bank of Israel
$4.25M +$4.35M +29,598 New
AMM
1005
American Money Management
California
$4.24M +$191K +1,297 +5%
GRP
1006
Global Retirement Partners
California
$4.23M +$1.42M +9,671 +49%
LWANC
1007
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.21M -$7.35K -50 -0.2%
NC
1008
NewSquare Capital
Pennsylvania
$4.2M -$1.76M -11,947 -29%
WC
1009
Westhampton Capital
North Carolina
$4.19M +$13.2K +90 +0.3%
PDM
1010
Penn Davis McFarland
Texas
$4.18M -$8.82K -60 -0.2%
NEAM
1011
New England Asset Management
Connecticut
$4.18M +$148K +1,010 +4%
ST
1012
Spinnaker Trust
Maine
$4.17M -$240K -1,632 -5%
CIA
1013
Covington Investment Advisors
Pennsylvania
$4.16M -$334K -2,274 -7%
GWMIA
1014
Global Wealth Management Investment Advisory
Florida
$4.14M +$989K +6,732 +30%
RIA
1015
Regal Investment Advisors
Michigan
$4.14M +$238K +1,618 +6%
CRIG
1016
Charter Research & Investment Group
Connecticut
$4.11M -$46K -313 -1%
KA
1017
KLCM Advisors
Wisconsin
$4.11M +$812K +5,528 +24%
EWA
1018
Exencial Wealth Advisors
Oklahoma
$4.11M +$61.9K +421 +1%
M
1019
MOTCO
Texas
$4.1M -$43.2K -294 -1%
AC
1020
AlphaCore Capital
California
$4.08M +$1.51M +10,306 +58%
EPW
1021
Evolve Private Wealth
California
$4.04M +$4.09M +27,847 New
ET
1022
Equitable Trust
Tennessee
$4.02M -$150K -1,018 -4%
BFA
1023
Bill Few Associates
Pennsylvania
$4.02M +$87.4K +595 +2%
SWMG
1024
Signature Wealth Management Group
Georgia
$4.02M +$27K +184 +0.7%
OCM
1025
Olstein Capital Management
New York
$4.02M – – –
39 40
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