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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
1951
Shulman DeMeo Asset Management
New York
$1.17M -$1.51K -9 -0.1%
BCM
1952
Brown Capital Management
Maryland
$1.17M – – –
RFG
1953
RFP Financial Group
Georgia
$1.17M +$3.7K +22 +0.3%
AC
1954
Avestar Capital
New York
$1.17M +$219K +1,303 +25%
MSWM
1955
McGlone Suttner Wealth Management
Wisconsin
$1.16M +$218K +1,292 +24%
NFG
1956
Nadler Financial Group
Illinois
$1.16M -$28.3K -168 -2%
OPPS
1957
Obsidian Personal Planning Solutions
Maryland
$1.16M +$17K +101 +2%
SAM
1958
Strategy Asset Managers
California
$1.16M +$9.6K +57 +0.9%
LSA
1959
Lion Street Advisors
Texas
$1.16M – – –
LIM
1960
Longfellow Investment Management
Massachusetts
$1.16M +$8.25K +49 +0.7%
JPWM
1961
Jamison Private Wealth Management
Georgia
$1.16M +$130K +774 +13%
WSCM
1962
Wellington Shields Capital Management
New York
$1.16M -$15.2K -90 -1%
WP
1963
Westmount Partners
California
$1.16M -$9.09K -54 -0.8%
CPA
1964
Cardiff Park Advisors
California
$1.16M -$1.18K -7 -0.1%
KC
1965
Kingfisher Capital
North Carolina
$1.16M -$386K -2,292 -26%
GIP
1966
Greatmark Investment Partners
Georgia
$1.16M – – –
CFM
1967
Catalyst Funds Management
Australia
$1.16M +$1.11M +6,600 New
WAOTB
1968
Wealth Advisors of Tampa Bay
Florida
$1.15M +$8.42K +50 +0.8%
LJAC
1969
L.J. Altfest & Co
New York
$1.15M -$9.93K -59 -0.9%
WWP
1970
WR Wealth Planners
Missouri
$1.15M -$22.7K -135 -2%
IWA
1971
IVC Wealth Advisors
Pennsylvania
$1.15M -$20K -119 -2%
ABP
1972
Arthur B. Page
$1.14M -$63.6K -378 -5%
AFG
1973
ABLE Financial Group
Arizona
$1.14M -$106K -632 -9%
PWP
1974
Precedent Wealth Partners
Texas
$1.14M +$74.4K +442 +7%
HA
1975
Herold Advisors
New York
$1.14M -$842 -5 -0.1%
77 78
79
80 81