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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1576
Raffa Wealth Management
District of Columbia
$713K +$15.9K +140 +2%
CCM
1577
Coldstream Capital Management
Washington
$710K -$2.37M -20,811 -76%
BWM
1578
Buckley Wealth Management
Nevada
$709K +$73.5K +646 +11%
ACM
1579
Ashford Capital Management
Delaware
$708K – – –
IP
1580
Investment Partners
Ohio
$705K -$12.2K -107 -2%
NBG
1581
Nancy B. Gardiner
$704K -$29K -255 -4%
WEC
1582
Winslow Evans & Crocker
Massachusetts
$704K – – –
AI
1583
Accredited Investors
Minnesota
$701K +$16.4K +144 +2%
PCM
1584
Penserra Capital Management
California
$701K +$352K +3,095 +93%
CCM
1585
Cribstone Capital Management
Maine
$700K -$33.8K -297 -4%
GTAM
1586
Global Trust Asset Management
Florida
$698K -$155K -1,365 -18%
NFG
1587
Nations Financial Group
Iowa
$697K -$55.4K -487 -7%
SXL
1588
Summit X LLC
Missouri
$693K +$76.8K +675 +12%
KA
1589
Kovack Advisors
Florida
$691K +$222K +1,949 +44%
VDFA
1590
Vickerman & Driscoll Financial Advisors
Washington
$688K -$40.9K -360 -5%
LOAMS
1591
Lombard Odier Asset Management (Switzerland)
Switzerland
$686K -$53.6K -471 -7%
LFS
1592
Legacy Financial Strategies
Kansas
$682K +$371K +3,264 +109%
REMPR
1593
Roof Eidam Maycock Peralta (REMP)
California
$681K +$21.2K +186 +3%
WI
1594
WrapManager Inc
California
$677K -$3.64K -32 -0.5%
RC
1595
Reik & Co
New York
$674K +$38.7K +340 +6%
RPC
1596
Rossmore Private Capital
Connecticut
$674K +$78.2K +688 +13%
SFWA
1597
Summit Financial Wealth Advisors
Louisiana
$671K -$2.17M -19,101 -76%
SOAMC
1598
Spirit of America Management Corp
New York
$671K -$341K -3,000 -33%
SA
1599
SL Advisors
New Jersey
$669K -$60K -528 -8%
ACA
1600
Ackerman Capital Advisors
Texas
$667K +$1.25K +11 +0.2%
62 63
64
65 66