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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2051
Gilbert & Cook
Iowa
$446K +$30.8K +234 +7%
PA
2052
Perennial Advisors
New York
$446K +$42.2K +320 +10%
NIM
2053
Nexus Investment Management
Ontario, Canada
$446K +$92.3K +700 +26%
EWA
2054
ERTS Wealth Advisors
Michigan
$443K -$65.1K -494 -13%
PPWM
2055
PFG Private Wealth Management
Florida
$443K +$19.1K +145 +5%
NED
2056
Nancy E. Dempze
$442K -$3.29K -25 -0.7%
ACI
2057
Alpha Cubed Investments
California
$441K +$13.6K +103 +3%
HCM
2058
Howard Capital Management
Georgia
$440K +$435K +3,301 New
FIM
2059
Freedom Investment Management
Connecticut
$439K -$97K -736 -18%
APC
2060
Aspire Private Capital
North Carolina
$439K +$110K +833 +34%
RCG
2061
Rock Creek Group
District of Columbia
$439K +$438K +3,322 New
PFG
2062
PAX Financial Group
Texas
$437K +$53.3K +404 +14%
SLT
2063
St Louis Trust
Missouri
$436K – – –
GAAM
2064
Guinness Atkinson Asset Management
California
$436K +$58K +440 +15%
TC
2065
Truvestments Capital
Florida
$435K -$58.4K -443 -12%
TCM
2066
Tanaka Capital Management
New York
$435K +$7.91K +60 +2%
EWF
2067
Epstein & White Financial
California
$434K -$214K -1,623 -33%
FNBOSM
2068
First National Bank of South Miami
Florida
$433K -$30.6K -232 -7%
CIG
2069
Cairn Investment Group
Washington
$433K – – –
IIM
2070
Ironwood Investment Management
Massachusetts
$432K -$1.98K -15 -0.5%
IFO
2071
Independent Family Office
New York
$432K – – –
HC
2072
HNP Capital
New York
$431K -$8.26M -62,683 -95%
VRM
2073
Vectors Research Management
New York
$430K +$21.2K +161 +5%
SC
2074
Steph & Co
Wisconsin
$427K – – –
LB
2075
Legacy Bridge
Iowa
$426K +$7.38K +56 +2%
81 82
83
84 85