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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
2051
Bell Bank
North Dakota
$915K +$106K +583 +12%
PG
2052
Proffitt & Goodson
Tennessee
$914K -$11.6K -64 -1%
S
2053
SimplyRich
California
$913K – – –
GWANC
2054
Guardian Wealth Advisors (North Carolina)
North Carolina
$912K -$47.6K -262 -5%
BCM
2055
Boltwood Capital Management
California
$910K -$154K -848 -14%
FCA
2056
FinTrust Capital Advisors
South Carolina
$909K +$66.1K +364 +7%
CCA
2057
Cottonwood Capital Advisors
Utah
$907K +$4.36K +24 +0.5%
WSC
2058
Wellington Shields & Co
New York
$907K -$41.8K -230 -4%
CFP
2059
Catalyst Financial Partners
Massachusetts
$904K +$89.5K +493 +10%
BFA
2060
Buttonwood Financial Advisors
Maryland
$903K +$66.1K +364 +7%
LAS
2061
Lloyd Advisory Services
Georgia
$901K +$966K +5,320 New
NG
2062
Norden Group
Utah
$901K +$966K +5,320 New
DE
2063
Day & Ennis
Georgia
$901K -$107K -590 -10%
REMPR
2064
Roof Eidam Maycock Peralta (REMP)
California
$900K – – –
9WM
2065
9258 Wealth Management
Ohio
$899K +$726 +4 +0.1%
LB
2066
Legacy Bridge
Iowa
$899K – – –
AFM
2067
Armstrong Fleming & Moore
District of Columbia
$894K – – –
ACP
2068
Aveo Capital Partners
Colorado
$890K -$8.17K -45 -0.8%
SFS
2069
Stiles Financial Services
Minnesota
$889K +$240K +1,319 +34%
CWA
2070
CM Wealth Advisors
Ohio
$886K -$498K -2,743 -34%
AAS
2071
Annex Advisory Services
Wisconsin
$884K +$9.26K +51 +1%
RFM
2072
Royal Fund Management
Florida
$881K +$186K +1,025 +25%
WCM
2073
Weik Capital Management
Pennsylvania
$878K -$2.72K -15 -0.3%
MC
2074
McMorgan & Co
California
$876K – – –
PWAM
2075
Pinnacle West Asset Management
Wyoming
$875K +$30.9K +170 +3%
81 82
83
84 85