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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BII
1951
Bainco International Investors
Massachusetts
$225K -$29.7K -262 -12%
PWAG
1952
Polaris Wealth Advisory Group
California
$225K +$228K +2,014 New
WCM
1953
Wedge Capital Management
North Carolina
$224K -$6.12K -54 -3%
GCM
1954
Grisanti Capital Management
New York
$224K – – –
SC
1955
Scholtz & Company
Connecticut
$224K – – –
SCG
1956
Sonata Capital Group
Washington
$224K – – –
WLIM
1957
White Lighthouse Investment Management
Massachusetts
$224K – – –
CWM
1958
Circle Wealth Management
New Jersey
$223K +$1.93K +17 +0.9%
BMCM
1959
Bryn Mawr Capital Management
Pennsylvania
$221K -$8.61K -76 -4%
CWSR
1960
Chessman Wealth Strategies RIA
Texas
$220K -$12.1K -107 -5%
CF
1961
Centaurus Financial
California
$219K -$316K -2,793 -58%
BCM
1962
Bienville Capital Management
New York
$219K -$2.27K -20 -1%
MCM
1963
MV Capital Management
Maryland
$219K – – –
CWM
1964
CMH Wealth Management
New Hampshire
$218K – – –
LFR
1965
Lehman Financial Resources
Pennsylvania
$218K +$221K +1,950 New
IA
1966
Independence Advisors
Pennsylvania
$217K +$220K +1,945 New
GCM
1967
Gables Capital Management
Florida
$216K – – –
WCA
1968
Westover Capital Advisors
Delaware
$216K +$219K +1,933 New
BWA
1969
BDO Wealth Advisors
Florida
$215K -$15.1K -133 -6%
KF
1970
Krilogy Financial
Missouri
$215K -$13.1K -116 -6%
FMP
1971
Financial Management Professionals
Texas
$215K – – –
B
1972
Bridgeworth
Alabama
$215K +$49.3K +435 +20%
NCM
1973
Nelson Capital Management
California
$213K +$4.19K +37 +2%
AC
1974
Allstate Corporation
Illinois
$213K +$216K +1,904 New
FC
1975
Financial Consulate
Maryland
$212K -$20.8K -184 -9%
77 78
79
80 81