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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPIA
1826
Stevens First Principles Investment Advisors
California
$348K +$331K +3,200 New
SP
1827
Successful Portfolios
Florida
$345K -$16.5K -160 -5%
MAA
1828
Mraz Amerine & Associates
California
$345K -$2.69K -26 -0.8%
AA
1829
Alesco Advisors
New York
$345K – – –
PP
1830
Pegasus Partners
Wisconsin
$345K +$15.5K +150 +5%
SBA
1831
Secrest Blakey & Associates
North Carolina
$344K – – –
DWM
1832
Darwin Wealth Management
Florida
$344K +$29.1K +282 +10%
SRCM
1833
Swift Run Capital Management
Virginia
$343K +$41.3K +400 +15%
LPT
1834
Legacy Private Trust
Wisconsin
$342K -$7.23K -70 -2%
WIM
1835
Westside Investment Management
California
$339K – – –
PGA
1836
Portland Global Advisors
Maine
$338K -$30.7K -297 -9%
SAMC
1837
Spectrum Asset Management (California)
California
$337K – – –
CWM
1838
Cranbrook Wealth Management
Michigan
$335K +$413 +4 +0.1%
PCM
1839
Princeton Capital Management
New Jersey
$334K +$7.95K +77 +3%
AEPG
1840
American Economic Planning Group
New Jersey
$333K -$19.3K -187 -6%
JA
1841
JOYN Advisors
Georgia
$333K +$173K +1,674 +121%
DA
1842
Doliver Advisors
Texas
$332K +$8.78K +85 +3%
SAM
1843
Security Asset Management
New York
$331K – – –
PA
1844
Perennial Advisors
New York
$330K – – –
RWM
1845
Rench Wealth Management
Texas
$326K +$1.55K +15 +0.5%
CHP
1846
Cable Hill Partners
Oregon
$324K -$14.2K -137 -4%
SSI
1847
Scott & Selber Inc
Texas
$324K – – –
CA
1848
Calton & Associates
Florida
$323K -$263K -2,543 -47%
JPMIA
1849
J.P. Marvel Investment Advisors
Massachusetts
$323K – – –
SFG
1850
StrategIQ Financial Group
Indiana
$322K – – –
72 73
74
75 76