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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1801
Vector Wealth Management
Minnesota
$210K – – –
SCP
1802
Syntal Capital Partners
Texas
$209K -$14.8K -143 -7%
AF
1803
Affiance Financial
Minnesota
$209K – – –
BFPW
1804
BOK Financial Private Wealth
Colorado
$208K – – –
TIA
1805
Tiemann Investment Advisors
California
$207K – – –
LWIC
1806
Leith Wheeler Investment Counsel
British Columbia, Canada
$205K +$162K +1,566 New
SMG
1807
Spectrum Management Group
Indiana
$203K -$273K -2,645 -58%
PPCM
1808
Pillar Pacific Capital Management
California
$202K +$197K +1,909 New
ACM
1809
Armbruster Capital Management
New York
$201K -$120K -1,162 -38%
VFP
1810
Verus Financial Partners
Virginia
$201K +$196K +1,898 New
AAM
1811
Augustine Asset Management
Florida
$201K +$196K +1,900 New
AWA
1812
Arete Wealth Advisors
Illinois
$200K -$82K -795 -30%
MCM
1813
MV Capital Management
Maryland
$200K – – –
AIS
1814
Accurate Investment Solutions
Pennsylvania
$193K -$2.64M -25,573 -93%
BWA
1815
Burt Wealth Advisors
Maryland
$184K -$103K -995 -36%
CIA
1816
Cascade Investment Advisors
Oregon
$178K +$173K +1,677 New
SEIA
1817
Signature Estate & Investment Advisors
California
$177K +$31K +300 +22%
CHP
1818
Cable Hill Partners
Oregon
$177K +$136K +1,314 +370%
RPG
1819
Risk Paradigm Group
Texas
$177K +$11.7K +113 +7%
CM
1820
Castleark Management
Illinois
$170K – – –
MWM
1821
MinichMacGregor Wealth Management
New York
$167K +$206 +2 +0.1%
NC
1822
NewSquare Capital
Pennsylvania
$167K +$2.89K +28 +2%
GAM
1823
Gemmer Asset Management
California
$163K +$5.57K +54 +4%
GI
1824
Gradient Investments
Minnesota
$162K +$10.3K +100 +7%
MIC
1825
MU Investments Company
Japan
$150K -$82.6K -800 -36%
71 72
73
74 75