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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
1801
Beacon Pointe Advisors
California
$636K -$1.16M -8,716 -65%
EWM
1802
Empirical Wealth Management
Washington
$636K -$24.3K -183 -4%
MIM
1803
Miller Investment Management
Pennsylvania
$635K – – –
BDF
1804
Black Diamond Financial
Maryland
$635K +$13.3K +100 +2%
CCM
1805
Compass Capital Management
Minnesota
$635K +$31.2K +235 +5%
SA
1806
SL Advisors
New Jersey
$634K -$65.1K -490 -10%
PWSG
1807
Pacific Wealth Strategies Group
California
$634K -$24.2K -182 -4%
BI
1808
Bredin Investment
Delaware
$631K – – –
SSA
1809
Schonfeld Strategic Advisors
New York
$630K -$298K -2,244 -33%
SFI
1810
SPC Financial Inc
Maryland
$628K -$29.9K -225 -5%
GAM
1811
Grandview Asset Management
Pennsylvania
$626K -$16.9K -127 -3%
HBWM
1812
Hollow Brook Wealth Management
New York
$625K – – –
RWM
1813
Ritholtz Wealth Management
New York
$625K +$7.31K +55 +1%
SDAM
1814
Shulman DeMeo Asset Management
New York
$625K +$76.9K +579 +15%
SWA
1815
Sutton Wealth Advisors
Florida
$624K – – –
PSC
1816
Prentiss Smith & Co
Vermont
$624K – – –
SFWA
1817
Summit Financial Wealth Advisors
Louisiana
$624K +$7.97K +60 +1%
BWM
1818
Baystate Wealth Management
Massachusetts
$624K +$22.1K +166 +4%
NCM
1819
Northside Capital Management
Oregon
$621K -$25.9K -195 -4%
CAAS
1820
Capital Asset Advisory Services
Michigan
$614K – – –
PIP
1821
Peachtree Investment Partners
Florida
$613K +$594K +4,474 New
RAM
1822
Redmond Asset Management
Virginia
$608K +$97.8K +736 +20%
CICI
1823
Capital Investment Counsel Inc
North Carolina
$604K -$12.8K -96 -2%
PCMC
1824
Paragon Capital Management (Colorado)
Colorado
$603K -$39.9K -300 -6%
BCWM
1825
Blue Chip Wealth Management
Florida
$601K +$114K +855 +24%
71 72
73
74 75