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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
2051
Diversified Enterprises
Delaware
$754K -$75.1K -526 -9%
RA
2052
RiverPark Advisors
New York
$754K +$39.4K +276 +5%
RBFC
2053
Roman Butler Fullerton & Co
Missouri
$754K -$3K -21 -0.4%
CAWM
2054
Capital Advisors Wealth Management
Washington
$753K -$85.7K -600 -10%
MEG
2055
Millstone Evans Group
Colorado
$753K – – –
CIM
2056
CIM Investment Management
Pennsylvania
$752K -$785K -5,497 -51%
LWM
2057
Lakeridge Wealth Management
Ohio
$750K -$9.71K -68 -1%
DRD
2058
Dennis R. Delaney
$750K -$23.6K -165 -3%
EIM
2059
Essex Investment Management
Massachusetts
$749K – – –
BCP
2060
Berkeley Capital Partners
Georgia
$746K +$11.7K +82 +2%
BL
2061
Balentine LLC
Georgia
$746K +$219K +1,532 +41%
DI
2062
DAGCO Inc
Ohio
$745K -$19.8K -139 -3%
FMTCOCP
2063
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$744K -$72.1K -505 -9%
CIA
2064
Cladis Investment Advisory
Montana
$743K – – –
MCM
2065
McRae Capital Management
New Jersey
$743K -$57.1K -400 -7%
WB
2066
West Bancorporation
Iowa
$739K +$100K +700 +15%
REMPR
2067
Roof Eidam Maycock Peralta (REMP)
California
$739K – – –
QWM
2068
Quadcap Wealth Management
Texas
$739K +$41.8K +293 +6%
BTWM
2069
Brass Tax Wealth Management
Ohio
$735K -$91.1K -638 -11%
WI
2070
WrapManager Inc
California
$735K -$265K -1,856 -26%
CCA
2071
Coign Capital Advisors
Utah
$734K -$501K -3,511 -40%
NAS
2072
NWF Advisory Services
California
$733K -$365K -2,554 -33%
1IA
2073
1620 Investment Advisors
Massachusetts
$732K +$23K +161 +3%
S
2074
SimplyRich
California
$732K -$9.14K -64 -1%
OWP
2075
Obermeyer Wealth Partners
Colorado
$732K -$7.71K -54 -1%
81 82
83
84 85