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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
1501
Princeton Global Asset Management
New Jersey
$1.61M -$195K -1,444 -11%
WWM
1502
Western Wealth Management
Colorado
$1.61M +$155K +1,148 +10%
DA
1503
Detalus Advisors
Missouri
$1.6M +$257K +1,910 +19%
FBC
1504
Fairfield, Bush & Co
Connecticut
$1.6M -$269 -2 -0%
SFS
1505
Stiles Financial Services
Minnesota
$1.6M +$68.6K +509 +4%
HA
1506
Hamel Associates
New Jersey
$1.6M +$93.6K +695 +6%
BW
1507
Basepoint Wealth
Iowa
$1.59M +$9.29K +69 +0.6%
LMKC
1508
L.M. Kohn & Company
Ohio
$1.59M -$664K -4,931 -29%
HWAM
1509
Hennion & Walsh Asset Management
New Jersey
$1.58M -$216K -1,606 -12%
PWG
1510
Portside Wealth Group
Utah
$1.58M +$76.8K +570 +5%
GWM
1511
Gibbs Wealth Management
Georgia
$1.58M +$80.7K +599 +5%
RSA
1512
River Street Advisors
Illinois
$1.58M +$45.3K +336 +3%
FFN
1513
Focus Financial Network
Minnesota
$1.58M +$18.2K +135 +1%
WIA
1514
Westbourne Investment Advisors
Maryland
$1.58M +$216K +1,600 +15%
PWM
1515
Partnership Wealth Management
Maryland
$1.57M – – –
RCM
1516
Raleigh Capital Management
North Carolina
$1.57M +$244K +1,813 +18%
ABWM
1517
Alpine Bank Wealth Management
Colorado
$1.57M -$83.2K -618 -5%
TNB
1518
Thomasville National Bank
Georgia
$1.57M -$63.6K -472 -4%
BWG
1519
Boomfish Wealth Group
Georgia
$1.56M +$265K +1,966 +20%
CFA
1520
CWS Financial Advisors
Michigan
$1.55M -$16.4K -122 -1%
GF
1521
Gries Financial
Ohio
$1.55M +$93.6K +695 +6%
SCM
1522
SCS Capital Management
Massachusetts
$1.55M +$145K +1,075 +10%
AWM
1523
Accurate Wealth Management
Florida
$1.55M +$128K +947 +9%
CWAG
1524
Compton Wealth Advisory Group
Virginia
$1.54M -$155K -1,147 -9%
CIM
1525
CIM Investment Management
Pennsylvania
$1.54M +$730K +5,417 +100%
59 60
61
62 63