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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
1926
Summit Financial Wealth Advisors
Louisiana
$616K -$27.8K -204 -4%
OCM
1927
One Capital Management
California
$613K -$34K -250 -5%
SFI
1928
SPC Financial Inc
Maryland
$613K -$13.6K -100 -2%
HBWM
1929
Hollow Brook Wealth Management
New York
$608K -$14.7K -108 -2%
RAM
1930
Redmond Asset Management
Virginia
$608K +$2.72K +20 +0.5%
VVP
1931
Venture Visionary Partners
Ohio
$608K +$606K +4,455 New
PCMC
1932
Paragon Capital Management (Colorado)
Colorado
$601K – – –
ZAM
1933
Zevin Asset Management
Massachusetts
$599K -$279K -2,050 -32%
HH
1934
HWG Holdings
Texas
$599K +$54.3K +399 +10%
GI
1935
Gradient Investments
Minnesota
$598K +$133K +974 +29%
RHJA
1936
Rice Hall James & Associates
California
$597K -$54.2K -398 -8%
MIC
1937
Meridian Investment Counsel
California
$597K – – –
SBL
1938
Sargent Bickham Lagudis
Colorado
$594K -$1.63K -12 -0.3%
NFG
1939
Nadler Financial Group
Illinois
$593K +$136 +1 +0%
VAM
1940
Verity Asset Management
North Carolina
$592K -$52.5K -386 -8%
BCWM
1941
Blue Chip Wealth Management
Florida
$591K -$7.89K -58 -1%
HWA
1942
HCR Wealth Advisors
California
$591K +$9.66K +71 +2%
CFG
1943
Cooper Financial Group
California
$588K +$141K +1,036 +32%
MC
1944
Maverick Capital
Texas
$585K -$7.11M -52,239 -92%
CICI
1945
Capital Investment Counsel Inc
North Carolina
$581K -$20.4K -150 -3%
PWM
1946
Paulson Wealth Management
Illinois
$580K +$28.9K +212 +5%
GCMG
1947
Gyroscope Capital Management Group
Florida
$580K +$54.4K +400 +10%
LPIC
1948
LeJeune Puetz Investment Counsel
Michigan
$579K – – –
SL
1949
Summitry LLC
California
$579K – – –
HIIFS
1950
Harel Insurance Investments & Financial Services
Israel
$577K +$343K +2,520 +148%
76 77
78
79 80