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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1826
Cornerstone Financial Partners
North Carolina
$207K -$76K -726 -27%
VWM
1827
Vector Wealth Management
Minnesota
$205K -$3.46K -33 -2%
SFM
1828
Signature Financial Management
Virginia
$204K -$228K -2,181 -53%
TIA
1829
Tiemann Investment Advisors
California
$204K – – –
BFG
1830
Barber Financial Group
Kansas
$204K +$205K +1,953 New
RIG
1831
Roosevelt Investment Group
New York
$203K +$203K +1,941 New
BMCM
1832
Bryn Mawr Capital Management
Pennsylvania
$203K +$204K +1,944 New
B
1833
Brightworth
Georgia
$202K +$202K +1,933 New
GKWIM
1834
Gerber Kawasaki Wealth & Investment Management
California
$201K -$18.5K -177 -8%
FMP
1835
Financial Management Professionals
Texas
$200K – – –
TCM
1836
Tradewinds Capital Management
Washington
$198K -$13.8K -132 -7%
AIS
1837
Accurate Investment Solutions
Pennsylvania
$192K – – –
MM
1838
Meridian Management
Arkansas
$192K +$192K +1,833 New
BWA
1839
Burt Wealth Advisors
Maryland
$187K +$3.77K +36 +2%
CHP
1840
Cable Hill Partners
Oregon
$186K -$5.24K -50 -3%
RPG
1841
Risk Paradigm Group
Texas
$185K -$7.22K -69 -4%
ACM
1842
Armbruster Capital Management
New York
$181K – – –
TFO
1843
Tarbox Family Office
California
$180K -$48.2K -460 -21%
MWM
1844
Mascoma Wealth Management
New Hampshire
$180K +$181K +1,724 New
NCM
1845
Nelson Capital Management
California
$179K – – –
CIA
1846
Cascade Investment Advisors
Oregon
$176K +$176K +1,680 New
FWM
1847
Focused Wealth Management
New York
$168K +$105 +1 +0.1%
CM
1848
Castleark Management
Illinois
$167K – – –
GAM
1849
Gemmer Asset Management
California
$166K +$5.24K +50 +3%
MWM
1850
MinichMacGregor Wealth Management
New York
$165K -$314 -3 -0.2%
72 73
74
75 76