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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2076
Callan Capital
California
$826K +$24.9K +167 +3%
PIM
2077
Profit Investment Management
Maryland
$825K -$37.2K -250 -4%
BCM
2078
Brown Capital Management
Maryland
$825K -$265K -1,782 -24%
PIMG
2079
Patriot Investment Management Group
Tennessee
$824K – – –
KCM
2080
Kathmere Capital Management
Pennsylvania
$823K -$602K -4,046 -42%
BAAM
2081
Baker Avenue Asset Management
California
$822K -$72.5K -487 -8%
CPC
2082
Congress Park Capital
New York
$821K -$85.6K -575 -10%
HVP
2083
Hudson Value Partners
Florida
$820K -$108K -725 -12%
TLP
2084
Trinity Legacy Partners
Texas
$819K -$235K -1,578 -20%
PG
2085
Proffitt & Goodson
Tennessee
$818K +$23.1K +155 +3%
WCM
2086
Weik Capital Management
Pennsylvania
$816K -$35K -235 -4%
SIA
2087
Soltis Investment Advisors
Utah
$816K -$66.2K -445 -8%
CIM
2088
CIM Investment Management
Pennsylvania
$815K -$595 -4 -0.1%
SFG
2089
Sunburst Financial Group
Alabama
$815K -$20.7K -139 -2%
SAW
2090
Signal Advisors Wealth
Michigan
$814K -$232K -1,560 -22%
MPIA
2091
Mountain Pacific Investment Advisers
Idaho
$813K -$83.6K -562 -9%
EW
2092
Elyxium Wealth
California
$810K +$804K +5,404 New
3F
2093
360 Financial
Minnesota
$810K +$490K +3,295 +156%
IPAM
2094
Investment Partners Asset Management
New Jersey
$807K +$209K +1,407 +35%
NFG
2095
Nadler Financial Group
Illinois
$807K -$112K -755 -12%
MEG
2096
Millstone Evans Group
Colorado
$807K – – –
EB
2097
Exchange Bank
California
$805K -$595 -4 -0.1%
NERM
2098
New England Research & Management
Illinois
$805K -$113K -760 -12%
BWM
2099
Base Wealth Management
Florida
$804K +$799K +5,365 New
RA
2100
RiverPark Advisors
New York
$804K – – –
82 83
84
85 86