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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1826
Waterloo Capital
Texas
$976K -$884K -5,914 -45%
PA
1827
Probity Advisors
Texas
$975K +$141K +944 +15%
RYIA
1828
Roehl & Yi Investment Advisors
Oregon
$975K -$1.65K -11 -0.2%
ECM
1829
EagleClaw Capital Management
Massachusetts
$974K -$47.1K -315 -4%
LCM
1830
Legato Capital Management
California
$972K -$988K -6,609 -48%
IRC
1831
Investors Research Corp
Georgia
$964K -$207K -1,387 -16%
LJAC
1832
L.J. Altfest & Co
New York
$964K +$1.2K +8 +0.1%
NHC
1833
Nicholas Hoffman & Company
Georgia
$963K +$50.8K +340 +5%
PWA
1834
Portus Wealth Advisors
North Carolina
$963K -$118K -792 -10%
CL
1835
COWA LLC
Oklahoma
$959K +$31K +207 +3%
SAM
1836
Summit Asset Management
Tennessee
$956K – – –
PNFS
1837
PW Nova Financial Services
Pennsylvania
$956K +$48.1K +322 +5%
VAM
1838
Verity Asset Management
North Carolina
$955K +$55.5K +371 +6%
LWM
1839
Lyell Wealth Management
California
$954K -$96.4K -645 -8%
AF
1840
Advisornet Financial
Minnesota
$954K -$65.3K -437 -6%
PWM
1841
Platform Wealth Management
Utah
$953K +$1.05M +7,042 New
HBW
1842
Hazlett, Burt & Watson
West Virginia
$953K -$14.8K -99 -1%
GIP
1843
Greatmark Investment Partners
Georgia
$953K – – –
ZCP
1844
Z3 Capital Partners
Virginia
$950K -$27.4K -183 -3%
FCT
1845
Family Capital Trust
Massachusetts
$949K -$3.72M -24,900 -78%
DG
1846
Diesslin Group
Texas
$948K – – –
CSUI
1847
Cincinnati Specialty Underwriters Insurance
Ohio
$948K – – –
CSI
1848
Cross Staff Investments
New York
$945K – – –
HDIM
1849
Hanson & Doremus Investment Management
Vermont
$945K -$52.3K -350 -5%
KIG
1850
Kennedy Investment Group
New Jersey
$943K -$34.5K -231 -3%
72 73
74
75 76