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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
1851
Lederer & Associates Investment Counsel
California
$705K +$9.52K +70 +1%
IIC
1852
Integrated Investment Consultants
Michigan
$705K +$18.2K +134 +3%
RIS
1853
Retirement Income Solutions
Michigan
$704K -$13.5K -99 -2%
PCM
1854
Perritt Capital Management
Illinois
$704K – – –
MMHP
1855
Murphy Middleton Hinkle & Parker
Georgia
$703K -$8.16K -60 -1%
ONST
1856
Old North State Trust
North Carolina
$701K -$76.9K -565 -10%
PAWC
1857
P.A.W. Capital
Connecticut
$693K – – –
BCWM
1858
Blue Chip Wealth Management
Florida
$692K +$31.8K +234 +5%
SBL
1859
Sargent Bickham Lagudis
Colorado
$691K +$13.3K +98 +2%
BOS
1860
Bank of Stockton
California
$689K -$13.6K -100 -2%
SDAM
1861
Shulman DeMeo Asset Management
New York
$689K +$46.5K +342 +7%
RCA
1862
Ranch Capital Advisors
Florida
$687K +$3.94K +29 +0.6%
9WM
1863
9258 Wealth Management
Ohio
$686K -$55.1K -405 -7%
IF
1864
Intrua Financial
Texas
$684K -$1.23M -9,019 -66%
MPM
1865
Meritage Portfolio Management
Kansas
$684K -$544 -4 -0.1%
BZWA
1866
Blue Zone Wealth Advisors
California
$684K – – –
HFRG
1867
Houlihan Financial Resource Group
Virginia
$684K +$647K +4,754 New
CPSC
1868
Carl P. Sherr & Co
Massachusetts
$680K – – –
BEI
1869
Benjamin Edwards Inc
Missouri
$680K +$264K +1,942 +66%
TFA
1870
Tobias Financial Advisors
Florida
$679K -$9.38K -69 -1%
SCM
1871
SOL Capital Management
Maryland
$679K -$4.76K -35 -0.7%
BPM
1872
Bowling Portfolio Management
Ohio
$676K -$6.67K -49 -1%
AIS
1873
American Investment Services
Massachusetts
$675K -$454K -3,340 -41%
AIA
1874
Arbor Investment Advisors
North Carolina
$672K +$544 +4 +0.1%
MWA
1875
Meridian Wealth Advisors
Texas
$670K -$2.31K -17 -0.4%
73 74
75
76 77