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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1676
Avidian Wealth Enterprises
Texas
$383K -$12.3K -119 -3%
WCM
1677
Westend Capital Management
California
$382K +$9.29K +90 +3%
KA
1678
Klingman & Associates
New York
$381K – – –
ACS
1679
Archford Capital Strategies
Illinois
$379K -$753K -7,301 -67%
AOWM
1680
Alpha Omega Wealth Management
Virginia
$378K – – –
HPWM
1681
Highland Private Wealth Management
Washington
$376K +$3.3K +32 +0.9%
WP
1682
WealthSource Partners
California
$374K +$41.7K +404 +13%
BIM
1683
Baldwin Investment Management
Pennsylvania
$373K -$10.3K -100 -3%
BBNB
1684
Baker Boyer National Bank
Washington
$373K -$7.74K -75 -2%
FHC
1685
First Heartland Consultants
Missouri
$373K +$142K +1,375 +64%
PGA
1686
Portland Global Advisors
Maine
$369K +$72.2K +700 +25%
JWM
1687
Jacobus Wealth Management
Wisconsin
$368K -$154K -1,492 -30%
OWM
1688
Orgel Wealth Management
Wisconsin
$367K +$3.1K +30 +0.9%
AFG
1689
Albion Financial Group
Utah
$364K – – –
VIMU
1690
Veritas Investment Management (UK)
United Kingdom
$360K -$413K -4,000 -54%
DCM
1691
Donaldson Capital Management
Indiana
$360K +$9.49K +92 +3%
DLHL
1692
Donald L. Hagan LLC
Florida
$357K -$905K -8,771 -72%
PAM
1693
Premier Asset Management
Illinois
$356K -$51.6K -500 -13%
NEPWA
1694
New England Private Wealth Advisors
Massachusetts
$355K – – –
KF
1695
Krilogy Financial
Missouri
$355K +$128K +1,244 +59%
LD
1696
Lipe & Dalton
New York
$354K – – –
SFG
1697
StrategIQ Financial Group
Indiana
$353K +$16.4K +159 +5%
AWMF
1698
Arbor Wealth Management (Florida)
Florida
$351K – – –
AW
1699
Alpha Windward
Massachusetts
$350K +$28.5K +276 +9%
DAS
1700
Dynamic Advisor Solutions
Arizona
$347K -$131K -1,273 -28%
66 67
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69 70