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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1951
Longfellow Investment Management
Massachusetts
$945K – – –
ACM
1952
AlphaStar Capital Management
North Carolina
$944K -$192K -1,117 -16%
HA
1953
Herold Advisors
New York
$943K – – –
WFM
1954
Wolff Financial Management
Michigan
$940K +$172 +1 +0%
F
1955
F3Logic
Minnesota
$939K -$5.86K -34 -0.6%
AWG
1956
Altus Wealth Group
Colorado
$939K – – –
HDIM
1957
Hanson & Doremus Investment Management
Vermont
$938K +$48.1K +279 +5%
CA
1958
Cornerstone Advisory
Maryland
$936K -$34.5K -200 -3%
VCP
1959
Verus Capital Partners
Arizona
$929K +$6.89K +40 +0.7%
GA
1960
Geller Advisors
New York
$926K +$117K +678 +14%
JGIA
1961
Jackson Grant Investment Advisers
Connecticut
$924K – – –
FCAG
1962
First Capital Advisors Group
New Jersey
$922K +$44.8K +260 +5%
SBL
1963
Sargent Bickham Lagudis
Colorado
$921K -$13.8K -80 -1%
QC
1964
Quent Capital
New York
$920K +$84.3K +489 +10%
PG
1965
Proffitt & Goodson
Tennessee
$919K +$4.83K +28 +0.5%
BLAM
1966
Bourne Lent Asset Management
New York
$918K – – –
WCA
1967
Waypoint Capital Advisors
Minnesota
$916K – – –
OCM
1968
One Capital Management
California
$915K -$3.62K -21 -0.4%
PC
1969
Pecaut & Co
Iowa
$915K +$173K +1,005 +22%
WP
1970
WealthShield Partners
North Carolina
$912K +$172 +1 +0%
KIG
1971
Kowal Investment Group
Wisconsin
$911K +$97.4K +565 +11%
SDAM
1972
Shulman DeMeo Asset Management
New York
$909K -$8.62K -50 -0.9%
REMPR
1973
Roof Eidam Maycock Peralta (REMP)
California
$907K +$345 +2 +0%
SLA
1974
Silver Lake Advisory
Utah
$907K +$2.58K +15 +0.3%
PCS
1975
Personal CFO Solutions
New Jersey
$905K +$346K +2,009 +57%
77 78
79
80 81