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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FQ
2051
First Quadrant
California
$328K – – –
PWAG
2052
Polaris Wealth Advisory Group
California
$328K +$75.6K +590 +31%
DWM
2053
Darwin Wealth Management
Florida
$326K -$40.9K -319 -11%
PCM
2054
Princeton Capital Management
New Jersey
$326K -$19.2K -150 -6%
MCM
2055
Marathon Capital Management
Maryland
$326K -$9.87K -77 -3%
LPWM
2056
Lake Point Wealth Management
Texas
$326K – – –
AIA
2057
Alera Investment Advisors
Illinois
$324K +$10.8K +84 +4%
DLHL
2058
Donald L. Hagan LLC
Florida
$322K -$25.6K -200 -8%
PFA
2059
Pettinga Financial Advisors
Indiana
$322K +$128 +1 +0%
PW
2060
Peninsula Wealth
California
$322K +$5.9K +46 +2%
TP
2061
Tranquility Partners
Tennessee
$322K +$315K +2,459 New
FA
2062
Financial Advisors
Massachusetts
$321K -$37.9K -296 -11%
SIA
2063
Starfire Investment Advisers
Michigan
$321K – – –
TCPWM
2064
Traverso Chambers Private Wealth Management
California
$319K – – –
CAC
2065
Certified Advisory Corp
Florida
$318K +$41.4K +323 +15%
CAG
2066
Csenge Advisory Group
Florida
$317K -$4.87K -38 -2%
PCP
2067
Proficio Capital Partners
Massachusetts
$317K +$55.8K +435 +22%
SOAMC
2068
Spirit of America Management Corp
New York
$315K – – –
BWFA
2069
Baltimore-Washington Financial Advisors
Maryland
$315K +$32.8K +256 +12%
OCM
2070
Orleans Capital Management
Louisiana
$313K -$12.8K -100 -4%
AAP
2071
Arax Advisory Partners
Colorado
$313K +$306K +2,385 New
TIA
2072
Tiemann Investment Advisors
California
$312K – – –
HCA
2073
Horan Capital Advisors
Ohio
$310K – – –
QCM
2074
Quantinno Capital Management
New York
$310K – – –
SC
2075
Scholtz & Company
Connecticut
$308K -$4.49K -35 -1%
81 82
83
84 85