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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
1701
Pinnacle Wealth Management Advisory Group
New Jersey
$850K +$229K +1,695 +31%
ANBT
1702
American National Bank & Trust
Texas
$849K +$386K +2,855 +68%
SHWM
1703
Silicon Hills Wealth Management
Texas
$847K +$952K +7,043 +64,027%
JWM
1704
Jupiter Wealth Management
Colorado
$846K – – –
LMAM
1705
Legg Mason Asset Management
Japan
$843K +$104K +766 +12%
AWA
1706
ARS Wealth Advisors
Florida
$842K +$51.8K +383 +6%
FAIM
1707
Financial Advocates Investment Management
Washington
$842K +$242K +1,789 +34%
SKK
1708
Shepherd Kaplan Krochuk
Massachusetts
$841K -$11.1K -82 -1%
AC
1709
Alexandria Capital
Virginia
$835K +$22.3K +165 +2%
CCM
1710
Cox Capital Management
Massachusetts
$830K – – –
SPC
1711
Stewart & Patten Company
California
$827K – – –
PIG
1712
Pantheon Investment Group
California
$827K +$45.3K +335 +5%
BWM
1713
Buckley Wealth Management
Nevada
$822K +$279K +2,068 +43%
IP
1714
Investment Partners
Ohio
$821K +$30K +222 +3%
MS
1715
Maven Securities
Jersey
$817K +$919K +6,802 New
FC
1716
FORA Capital
Florida
$815K -$8.55M -63,238 -90%
WI
1717
WrapManager Inc
California
$814K -$94.6K -700 -9%
VWA
1718
VERITY Wealth Advisors
United States
$814K – – –
ARMT
1719
Amica Retiree Medical Trust
Rhode Island
$812K – – –
HI
1720
Hudock Inc
Pennsylvania
$805K +$3.11K +23 +0.3%
BCA
1721
Bray Capital Advisors
Florida
$804K -$40.4K -299 -4%
PG
1722
Proffitt & Goodson
Tennessee
$803K -$10.1K -75 -1%
KHLMTHM
1723
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$801K – – –
SWRP
1724
Summit Wealth & Retirement Planning
California
$799K +$24.6K +182 +3%
RI
1725
Ridgewood Investments
New Jersey
$798K -$541K -4,000 -38%
67 68
69
70 71