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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1701
Pure Financial Advisors
California
$202K +$204K +2,108 New
SRSA
1702
S.R. Schill & Associates
Washington
$201K -$121K -1,250 -37%
PCM
1703
Peg Capital Management
New Hampshire
$201K +$203K +2,100 New
SRAM
1704
Stone Ridge Asset Management
New York
$201K +$203K +2,100 New
EA
1705
Elm Advisors
California
$201K +$204K +2,105 New
KL
1706
Kinsight LLC
Alabama
$200K +$203K +2,094 New
AWS
1707
Aris Wealth Services
Pennsylvania
$199K +$202K +2,084 New
RI
1708
Redwood Investments
Massachusetts
$197K – – –
CFSG
1709
Community Financial Services Group
Vermont
$192K -$102K -1,056 -34%
GCM
1710
Grisanti Capital Management
New York
$191K – – –
MCM
1711
MV Capital Management
Maryland
$187K +$14.5K +150 +8%
AA
1712
AlphaMark Advisors
Kentucky
$179K +$48.4K +500 +36%
ACS
1713
Archford Capital Strategies
Illinois
$176K -$1.65K -17 -0.9%
RAM
1714
Riggs Asset Management
Pennsylvania
$174K – – –
AWM
1715
Avior Wealth Management
Nebraska
$174K +$12.2K +126 +7%
AWM
1716
AllSquare Wealth Management
New York
$169K +$968 +10 +0.6%
BCP
1717
Blue Chip Partners
Michigan
$164K +$1.84K +19 +1%
CM
1718
Castleark Management
Illinois
$153K – – –
TFO
1719
Tarbox Family Office
California
$149K – – –
BAM
1720
Brave Asset Management
New Jersey
$143K – – –
BWA
1721
Burt Wealth Advisors
Maryland
$143K +$484 +5 +0.3%
GAM
1722
Gemmer Asset Management
California
$142K – – –
DA
1723
Dunvegan Associates
California
$135K – – –
KPCM
1724
Kings Point Capital Management
New York
$130K +$89.5K +925 +212%
IP
1725
Isthmus Partners
Wisconsin
$129K -$14.5K -150 -10%
67 68
69
70 71