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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
1801
HWG Holdings
Texas
$600K +$584K +4,555 +25,306%
HBWM
1802
Hollow Brook Wealth Management
New York
$598K +$16K +125 +3%
PSC
1803
Prentiss Smith & Co
Vermont
$597K -$67.6K -527 -10%
SWA
1804
Sutton Wealth Advisors
Florida
$597K +$4.23K +33 +0.7%
BDF
1805
Black Diamond Financial
Maryland
$595K – – –
RWM
1806
Ritholtz Wealth Management
New York
$591K – – –
NFG
1807
Nations Financial Group
Iowa
$590K -$316K -2,467 -35%
CICI
1808
Capital Investment Counsel Inc
North Carolina
$590K +$8.72K +68 +2%
CPC
1809
Cookson Peirce & Co
Pennsylvania
$589K +$576K +4,492 New
AIIMS
1810
Analyst IMS Investment Management Services
Israel
$587K -$128K -1,000 -18%
SFWA
1811
Summit Financial Wealth Advisors
Louisiana
$587K -$8.97K -70 -2%
TIM
1812
Tortoise Investment Management
New York
$583K +$32K +250 +6%
MFG
1813
Merit Financial Group
Georgia
$582K +$23.3K +182 +4%
IUHSA
1814
Itau Unibanco Holding S.A.
Brazil
$579K +$566K +4,418 New
CAAS
1815
Capital Asset Advisory Services
Michigan
$578K +$17.7K +138 +3%
BWM
1816
Baystate Wealth Management
Massachusetts
$578K +$20K +156 +4%
HDIM
1817
Hanson & Doremus Investment Management
Vermont
$577K -$16.3K -127 -3%
CCM
1818
Compass Capital Management
Minnesota
$577K -$2.69K -21 -0.5%
CI
1819
Capital International
California
$576K – – –
BRWM
1820
B. Riley Wealth Management
Tennessee
$574K -$50.5K -394 -8%
MIC
1821
Meridian Investment Counsel
California
$573K +$3.33K +26 +0.6%
MWM
1822
Meridian Wealth Management
Kentucky
$566K +$8.85K +69 +2%
NFG
1823
Nadler Financial Group
Illinois
$566K – – –
HWA
1824
HCR Wealth Advisors
California
$566K +$17.2K +134 +3%
SCM
1825
Stellar Capital Management
Arizona
$565K – – –
71 72
73
74 75