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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2076
Trilogy Capital
California
$544K +$32.5K +237 +7%
SFG
2077
Sovereign Financial Group
Connecticut
$544K +$44.5K +324 +9%
PP
2078
PDS Planning
Ohio
$543K -$4.53K -33 -0.9%
CT
2079
Clearstead Trust
Maine
$539K -$8.37K -61 -2%
TCM
2080
Tanaka Capital Management
New York
$537K +$107K +780 +26%
CCM
2081
Compass Capital Management
Minnesota
$536K – – –
6F
2082
626 Financial
Michigan
$536K +$440K +3,204 New
KS
2083
Karpas Strategies
Connecticut
$535K – – –
SP
2084
Successful Portfolios
Florida
$532K -$98.1K -715 -16%
PWM
2085
PBMares Wealth Management
Virginia
$532K +$75.7K +552 +17%
AFM
2086
Andesa Financial Management
Pennsylvania
$529K -$89.1K -649 -15%
LSC
2087
Lesa Sroufe & Co
Washington
$527K – – –
SIC
2088
Sigma Investment Counselors
Michigan
$527K +$10.3K +75 +2%
SIA
2089
SkyView Investment Advisors
New Jersey
$526K +$22.5K +164 +5%
NQWM
2090
Northwest Quadrant Wealth Management
Oregon
$523K +$4.39K +32 +0.9%
RPWA
2091
Regent Peak Wealth Advisors
Georgia
$522K -$19.2K -140 -4%
BFS
2092
Bickling Financial Services
Massachusetts
$522K +$2.06K +15 +0.4%
MOS
2093
MGO One Seven
Ohio
$519K +$115K +840 +30%
GI
2094
Glovista Investments
New Jersey
$517K -$61.7K -450 -11%
OL
2095
Optas LLC
Texas
$517K +$7.27K +53 +1%
PA
2096
Perennial Advisors
New York
$517K +$32.7K +238 +7%
PIMG
2097
Patriot Investment Management Group
Tennessee
$515K -$25K -182 -5%
SFG
2098
SNS Financial Group
Minnesota
$515K +$3.43K +25 +0.7%
CWAG
2099
Compton Wealth Advisory Group
Virginia
$514K +$64.4K +469 +15%
RHJA
2100
Rice Hall James & Associates
California
$510K -$24.3K -177 -5%
82 83
84
85 86