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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1951
Doheny Asset Management
California
$855K – – –
GWANC
1952
Guardian Wealth Advisors (North Carolina)
North Carolina
$853K -$4.71K -35 -0.5%
MCM
1953
Marathon Capital Management
Maryland
$851K -$3.37K -25 -0.4%
BLAM
1954
Bourne Lent Asset Management
New York
$847K +$377K +2,800 +77%
AC
1955
Avestar Capital
New York
$847K -$223K -1,659 -21%
NPF
1956
Norris Perne & French
Michigan
$844K +$6.74K +50 +0.8%
MCCA
1957
Mill Creek Capital Advisors
Pennsylvania
$844K -$943 -7 -0.1%
SSCM
1958
Spectrum Strategic Capital Management
Oregon
$843K -$152K -1,132 -15%
RFG
1959
RFP Financial Group
Georgia
$842K +$7.95K +59 +0.9%
MPWS
1960
McCarter Private Wealth Services
Massachusetts
$842K -$137K -1,020 -14%
EIG
1961
Ellenbecker Investment Group
Wisconsin
$840K -$61.3K -455 -7%
ECM
1962
Elgethun Capital Management
South Dakota
$839K +$15K +111 +2%
SAM
1963
Strategy Asset Managers
California
$837K -$59.1K -439 -6%
OHWA
1964
Oak Hill Wealth Advisors
Virginia
$835K – – –
IWM
1965
Integris Wealth Management
California
$835K +$26.9K +200 +3%
AGP
1966
Autumn Glory Partners
Texas
$834K -$8.35K -62 -1%
WSC
1967
Wellington Shields & Co
New York
$834K +$53.9K +400 +7%
AAM
1968
AMI Asset Management
California
$834K -$35.9M -266,242 -98%
GWP
1969
Gateway Wealth Partners
Wisconsin
$832K +$16.6K +123 +2%
SWA
1970
SFMG Wealth Advisors
Texas
$831K -$115K -855 -12%
MLA
1971
My Legacy Advisors
Oregon
$830K -$77.1K -572 -9%
WAM
1972
Wakefield Asset Management
Colorado
$829K – – –
UPS
1973
UHLMANN PRICE SECURITIES
Illinois
$829K +$845K +6,275 New
TWM
1974
Triton Wealth Management
Arizona
$828K +$772K +5,733 New
CP
1975
Canopy Partners
Ohio
$828K -$58.1K -431 -6%
77 78
79
80 81