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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2076
Cidel Asset Management
Ontario, Canada
$326K +$72.4K +545 +30%
JIP
2077
Jaffetilchin Investment Partners
Florida
$325K -$171K -1,285 -35%
BPWA
2078
Beacon Pointe Wealth Advisors
California
$324K -$540K -4,065 -63%
PCP
2079
Proficio Capital Partners
Massachusetts
$324K -$7.44K -56 -2%
HCA
2080
Horan Capital Advisors
Ohio
$324K – – –
QCM
2081
Quantinno Capital Management
New York
$324K – – –
ACM
2082
AlphaStar Capital Management
North Carolina
$321K -$52.1K -392 -14%
WLIM
2083
White Lighthouse Investment Management
Massachusetts
$320K – – –
SC
2084
Scholtz & Company
Connecticut
$318K -$3.99K -30 -1%
JFA
2085
Johanson Financial Advisors
California
$318K +$2.13K +16 +0.7%
MFG
2086
Monte Financial Group
Connecticut
$317K +$31.6K +238 +11%
SBA
2087
Secrest Blakey & Associates
North Carolina
$313K – – –
TCPWM
2088
Traverso Chambers Private Wealth Management
California
$311K -$18.9K -142 -6%
ICM
2089
IMS Capital Management
Oregon
$311K – – –
EBSAM
2090
Eubel Brady & Suttman Asset Management
Ohio
$310K +$1.46K +11 +0.5%
SIA
2091
Starfire Investment Advisers
Michigan
$309K -$26.6K -200 -8%
LP
2092
LGL Partners
Pennsylvania
$309K +$3.99K +30 +1%
BP
2093
Broadleaf Partners
Ohio
$307K +$1.33K +10 +0.4%
AIP
2094
Ahrens Investment Partners
Louisiana
$306K +$19.9K +150 +7%
HCP
2095
Holt Capital Partners
Texas
$305K – – –
PGAM
2096
Princeton Global Asset Management
New Jersey
$304K – – –
PWAG
2097
Polaris Wealth Advisory Group
California
$302K -$31.2K -235 -9%
SGK
2098
Steigerwald Gordon & Koch
Virginia
$302K +$133 +1 +0%
SA
2099
Sunesis Advisors
Kansas
$302K +$26.6K +200 +10%
MA
2100
MANA Advisors
New York
$302K +$293K +2,205 New
82 83
84
85 86