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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
2076
CIM Investment Management
Pennsylvania
$942K – – –
CCP
2077
Clough Capital Partners
Massachusetts
$941K -$209K -1,260 -19%
GWANC
2078
Guardian Wealth Advisors (North Carolina)
North Carolina
$939K +$23.7K +143 +3%
XWM
2079
Xcel Wealth Management
Florida
$936K -$10.6K -64 -1%
QWM
2080
Quadcap Wealth Management
Texas
$936K +$914K +5,509 New
IWM
2081
Iams Wealth Management
Nebraska
$935K -$46.8K -282 -5%
FCA
2082
FinTrust Capital Advisors
South Carolina
$934K +$21.6K +130 +2%
AGP
2083
Autumn Glory Partners
Texas
$933K +$21.9K +132 +2%
OIA
2084
Optimum Investment Advisors
Illinois
$933K -$257K -1,551 -22%
PA
2085
Perennial Advisors
New York
$932K -$20.4K -123 -2%
SEP
2086
Southland Equity Partners
Missouri
$931K -$24.7K -149 -3%
ACP
2087
Aveo Capital Partners
Colorado
$931K +$38K +229 +4%
BMWM
2088
Brown Miller Wealth Management
Virginia
$927K -$133K -802 -13%
RGI
2089
River Global Investors
United Kingdom
$927K +$905K +5,458 New
TC
2090
Trust Company
Kansas
$927K -$22.7K -137 -2%
AAM
2091
Aureus Asset Management
Massachusetts
$926K +$6.63K +40 +0.7%
DWM
2092
Dechtman Wealth Management
Colorado
$923K +$2.32K +14 +0.3%
PCP
2093
Proficio Capital Partners
Massachusetts
$922K -$67.8K -409 -7%
GHAM
2094
Gilman Hill Asset Management
Connecticut
$920K -$14.1K -85 -2%
SLT
2095
St Louis Trust
Missouri
$919K +$138K +833 +18%
PWAM
2096
Pinnacle West Asset Management
Wyoming
$918K +$39.8K +240 +5%
AAG
2097
Armstrong Advisory Group
Massachusetts
$917K +$41K +247 +5%
S
2098
SimplyRich
California
$916K – – –
SIC
2099
Sterling Investment Counsel
New York
$916K -$64K -386 -7%
PG
2100
Proffitt & Goodson
Tennessee
$911K -$5.14K -31 -0.6%
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84
85 86