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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2076
Sovereign Financial Group
Connecticut
$544K +$44.5K +324 +9%
PP
2077
PDS Planning
Ohio
$543K -$4.53K -33 -0.9%
CT
2078
Clearstead Trust
Maine
$539K -$8.37K -61 -2%
TCM
2079
Tanaka Capital Management
New York
$537K +$107K +780 +26%
CCM
2080
Compass Capital Management
Minnesota
$536K – – –
6F
2081
626 Financial
Michigan
$536K +$440K +3,204 New
KS
2082
Karpas Strategies
Connecticut
$535K – – –
SP
2083
Successful Portfolios
Florida
$532K -$98.1K -715 -16%
PWM
2084
PBMares Wealth Management
Virginia
$532K +$75.7K +552 +17%
AFM
2085
Andesa Financial Management
Pennsylvania
$529K -$89.1K -649 -15%
LSC
2086
Lesa Sroufe & Co
Washington
$527K – – –
SIC
2087
Sigma Investment Counselors
Michigan
$527K +$10.3K +75 +2%
SIA
2088
SkyView Investment Advisors
New Jersey
$526K +$22.5K +164 +5%
NQWM
2089
Northwest Quadrant Wealth Management
Oregon
$523K +$4.39K +32 +0.9%
RPWA
2090
Regent Peak Wealth Advisors
Georgia
$522K -$19.2K -140 -4%
BFS
2091
Bickling Financial Services
Massachusetts
$522K +$2.06K +15 +0.4%
MOS
2092
MGO One Seven
Ohio
$519K +$115K +840 +30%
GI
2093
Glovista Investments
New Jersey
$517K -$61.7K -450 -11%
OL
2094
Optas LLC
Texas
$517K +$7.27K +53 +1%
PA
2095
Perennial Advisors
New York
$517K +$32.7K +238 +7%
PIMG
2096
Patriot Investment Management Group
Tennessee
$515K -$25K -182 -5%
SFG
2097
SNS Financial Group
Minnesota
$515K +$3.43K +25 +0.7%
CWAG
2098
Compton Wealth Advisory Group
Virginia
$514K +$64.4K +469 +15%
RHJA
2099
Rice Hall James & Associates
California
$510K -$24.3K -177 -5%
CWS
2100
Cypress Wealth Services
California
$510K -$21.8K -159 -4%
82 83
84
85 86