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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1876
Evoke Wealth
California
$673K -$96.2K -730 -13%
PCM
1877
Perritt Capital Management
Illinois
$672K -$9.89K -75 -1%
BOS
1878
Bank of Stockton
California
$671K -$45.5K -345 -6%
RCA
1879
Ranch Capital Advisors
Florida
$670K +$57.7K +438 +10%
LAIC
1880
Lederer & Associates Investment Counsel
California
$664K – – –
KC
1881
Kingfisher Capital
North Carolina
$661K -$34.9K -265 -5%
PAWC
1882
P.A.W. Capital
Connecticut
$661K – – –
CISOA
1883
Capital Investment Services of America
Wisconsin
$661K +$4.61K +35 +0.7%
ECM
1884
EagleClaw Capital Management
Massachusetts
$660K -$4.22K -32 -0.6%
TFA
1885
Tobias Financial Advisors
Florida
$657K +$8.44K +64 +1%
IIC
1886
Integrated Investment Consultants
Michigan
$655K -$88.3K -670 -12%
GI
1887
Glovista Investments
New Jersey
$655K -$46.1K -350 -7%
RAM
1888
Redmond Asset Management
Virginia
$655K +$16.7K +127 +3%
BZWA
1889
Blue Zone Wealth Advisors
California
$653K – – –
MPM
1890
Meritage Portfolio Management
Kansas
$653K – – –
SCM
1891
SOL Capital Management
Maryland
$653K – – –
BPM
1892
Bowling Portfolio Management
Ohio
$652K -$6.46K -49 -1%
FI
1893
Fosun International
China
$651K – – –
CPSC
1894
Carl P. Sherr & Co
Massachusetts
$649K +$168K +1,275 +35%
SIG
1895
Sargent Investment Group
Maryland
$647K – – –
SBL
1896
Sargent Bickham Lagudis
Colorado
$646K +$14.5K +110 +2%
FQ
1897
First Quadrant
California
$646K +$268K +2,035 +71%
AFC
1898
AFT Forsyth & Company
Florida
$644K -$40.2K -305 -6%
WA
1899
Wheatland Advisors
Pennsylvania
$644K +$15.2K +115 +2%
VWA
1900
Visionary Wealth Advisors
Illinois
$644K +$82.9K +629 +15%
74 75
76
77 78