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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1851
Integrated Investment Consultants
Michigan
$705K +$18.2K +134 +3%
RIS
1852
Retirement Income Solutions
Michigan
$704K -$13.5K -99 -2%
PCM
1853
Perritt Capital Management
Illinois
$704K – – –
MMHP
1854
Murphy Middleton Hinkle & Parker
Georgia
$703K -$8.16K -60 -1%
ONST
1855
Old North State Trust
North Carolina
$701K -$76.9K -565 -10%
PAWC
1856
P.A.W. Capital
Connecticut
$693K – – –
BCWM
1857
Blue Chip Wealth Management
Florida
$692K +$31.8K +234 +5%
SBL
1858
Sargent Bickham Lagudis
Colorado
$691K +$13.3K +98 +2%
BOS
1859
Bank of Stockton
California
$689K -$13.6K -100 -2%
SDAM
1860
Shulman DeMeo Asset Management
New York
$689K +$46.5K +342 +7%
RCA
1861
Ranch Capital Advisors
Florida
$687K +$3.94K +29 +0.6%
9WM
1862
9258 Wealth Management
Ohio
$686K -$55.1K -405 -7%
IF
1863
Intrua Financial
Texas
$684K -$1.23M -9,019 -66%
MPM
1864
Meritage Portfolio Management
Kansas
$684K -$544 -4 -0.1%
BZWA
1865
Blue Zone Wealth Advisors
California
$684K – – –
HFRG
1866
Houlihan Financial Resource Group
Virginia
$684K +$647K +4,754 New
CPSC
1867
Carl P. Sherr & Co
Massachusetts
$680K – – –
BEI
1868
Benjamin Edwards Inc
Missouri
$680K +$264K +1,942 +66%
TFA
1869
Tobias Financial Advisors
Florida
$679K -$9.38K -69 -1%
SCM
1870
SOL Capital Management
Maryland
$679K -$4.76K -35 -0.7%
BPM
1871
Bowling Portfolio Management
Ohio
$676K -$6.67K -49 -1%
AIS
1872
American Investment Services
Massachusetts
$675K -$454K -3,340 -41%
AIA
1873
Arbor Investment Advisors
North Carolina
$672K +$544 +4 +0.1%
MWA
1874
Meridian Wealth Advisors
Texas
$670K -$2.31K -17 -0.4%
BDF
1875
Black Diamond Financial
Maryland
$663K – – –
73 74
75
76 77