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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LK
1851
Lumbard & Kellner
New Hampshire
$321K – – –
SFM
1852
Signet Financial Management
New Jersey
$320K -$5.7M -55,200 -95%
DFIG
1853
Dragon Financial & Investment Group
California
$320K -$17.1K -166 -5%
AA
1854
AlphaMark Advisors
Kentucky
$320K +$25.8K +250 +9%
SGA
1855
Strategic Global Advisors
California
$316K – – –
ACM
1856
AUA Capital Management
Pennsylvania
$315K – – –
SG
1857
StoneX Group
New York
$315K +$76.6K +742 +35%
AAP
1858
Arax Advisory Partners
Colorado
$313K -$4.65K -45 -2%
EIG
1859
Ellenbecker Investment Group
Wisconsin
$312K -$10.2K -99 -3%
WC
1860
Whitney & Co
New York
$310K -$69.7K -675 -19%
LD
1861
Lipe & Dalton
New York
$310K – – –
NERM
1862
New England Research & Management
Illinois
$309K -$410K -3,974 -58%
JT
1863
Jump Trading
Illinois
$309K +$293K +2,837 New
SFS
1864
Summit Financial Strategies
Ohio
$307K -$140K -1,359 -33%
MWPCG
1865
Measured Wealth Private Client Group
New Hampshire
$307K +$292K +2,825 New
CIA
1866
Cascade Investment Advisors
Oregon
$306K +$132K +1,275 +83%
CIP
1867
Convergence Investment Partners
Florida
$306K -$28.1K -272 -9%
WP
1868
WealthSource Partners
California
$305K +$69.6K +674 +32%
EMB
1869
Elefante Mark B
$303K – – –
LC
1870
Landaas & Company
Wisconsin
$302K – – –
BCI
1871
Brinker Capital Investments
Pennsylvania
$302K +$68.6K +664 +31%
NWM
1872
Northwest Wealth Management
Iowa
$298K +$20.1K +195 +8%
LFA
1873
Legacy Financial Advisors
Kentucky
$298K +$21.8K +211 +9%
FVCM
1874
F&V Capital Management
Florida
$296K – – –
SAS
1875
Stelac Advisory Services
New York
$296K +$64.6K +625 +30%
73 74
75
76 77