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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HBWM
1926
Hollow Brook Wealth Management
New York
$603K – – –
VC
1927
Vicus Capital
Pennsylvania
$603K +$64.6K +490 +12%
SWM
1928
Strategic Wealth Management
Washington
$603K +$204K +1,550 +51%
CCM
1929
Compass Capital Management
Minnesota
$602K – – –
ACM
1930
Anfield Capital Management
California
$602K +$10.2K +77 +2%
FCIM
1931
Fairview Capital Investment Management
California
$601K +$7.12K +54 +1%
DLCIG
1932
D.L. Carlson Investment Group
New Hampshire
$598K -$25.7K -195 -4%
NBG
1933
Nancy B. Gardiner
$598K – – –
AIC
1934
Ameritas Investment Company
Nebraska
$597K -$618K -4,687 -51%
MFG
1935
Menard Financial Group
Texas
$597K +$596K +4,518 New
CHP
1936
Cable Hill Partners
Oregon
$593K -$102K -775 -15%
BBNA
1937
Bremer Bank National Association
Minnesota
$593K -$11.1K -84 -2%
KA
1938
Klingman & Associates
New York
$587K -$38.8K -294 -6%
PA
1939
Probity Advisors
Texas
$587K -$27.2K -206 -4%
PIA
1940
Pinion Investment Advisors
Kansas
$585K -$61.8K -469 -10%
PCMC
1941
Paragon Capital Management (Colorado)
Colorado
$582K – – –
FFC
1942
First Financial Corp
Indiana
$579K -$12.7K -96 -2%
NCM
1943
Northside Capital Management
Oregon
$577K – – –
GA
1944
GFS Advisors
Texas
$576K +$36.5K +277 +7%
SFWA
1945
Summit Financial Wealth Advisors
Louisiana
$575K -$6.06K -46 -1%
PCM
1946
Pennsylvania Capital Management
Pennsylvania
$574K +$360K +2,731 +170%
PP
1947
Professional Planning
California
$574K +$572K +4,340 New
APWA
1948
Atlas Private Wealth Advisors
New Jersey
$574K +$572K +4,343 New
VVP
1949
Venture Visionary Partners
Ohio
$573K -$21.4K -162 -4%
AWA
1950
Arkadios Wealth Advisors
Georgia
$569K +$4.61K +35 +0.8%
76 77
78
79 80