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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
1776
Financial Advocates Investment Management
Washington
$633K +$26.3K +205 +4%
EWM
1777
Empirical Wealth Management
Washington
$632K +$221K +1,723 +56%
SFI
1778
SPC Financial Inc
Maryland
$631K -$1.67K -13 -0.3%
PWSG
1779
Pacific Wealth Strategies Group
California
$631K – – –
AOWM
1780
Alpha Omega Wealth Management
Virginia
$631K +$7.18K +56 +1%
KB
1781
Kimelman & Baird
New York
$629K – – –
PFO
1782
Pathstone Family Office
New Jersey
$627K +$168K +1,314 +38%
OCM
1783
One Capital Management
California
$626K -$16.7K -130 -3%
KA
1784
Klingman & Associates
New York
$626K – – –
RHJA
1785
Rice Hall James & Associates
California
$625K – – –
RIS
1786
Retirement Income Solutions
Michigan
$625K +$128 +1 +0%
CCM
1787
Crabel Capital Management
California
$625K +$335K +2,616 +122%
LAIC
1788
Lederer & Associates Investment Counsel
California
$621K -$42.9K -335 -7%
PFGIA
1789
Patriot Financial Group Insurance Agency
Massachusetts
$621K +$68.6K +535 +13%
FVWA
1790
Foster Victor Wealth Advisors
South Carolina
$620K -$130K -1,013 -18%
NCM
1791
Northside Capital Management
Oregon
$620K – – –
DLCIG
1792
D.L. Carlson Investment Group
New Hampshire
$619K – – –
VAM
1793
Verity Asset Management
North Carolina
$617K +$27.6K +215 +5%
PCMC
1794
Paragon Capital Management (Colorado)
Colorado
$616K – – –
GAM
1795
Grandview Asset Management
Pennsylvania
$614K +$50.1K +391 +9%
BI
1796
Bredin Investment
Delaware
$613K – – –
CNC
1797
Citizens & Northern Corp
Pennsylvania
$610K – – –
MIM
1798
Miller Investment Management
Pennsylvania
$607K – – –
TI
1799
Truepoint Inc
Ohio
$606K +$135K +1,054 +30%
AG
1800
AlphaSimPlex Group
Massachusetts
$602K +$163K +1,270 +38%
70 71
72
73 74