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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2076
Acima Private Wealth
Virginia
$808K – – –
JE
2077
JMAC Enterprises
Pennsylvania
$807K +$110K +708 +16%
GDP
2078
Great Diamond Partners
Maine
$806K -$64.5K -414 -7%
CIM
2079
Cambria Investment Management
California
$805K +$320K +2,051 +65%
CPC
2080
Congress Park Capital
New York
$804K -$35.1K -225 -4%
RAG
2081
RIA Advisory Group
Iowa
$803K +$55.3K +355 +7%
FB
2082
First Bancorp
Maine
$803K -$779 -5 -0.1%
S
2083
SimplyRich
California
$803K – – –
ICA
2084
Infrastructure Capital Advisors
New York
$802K -$1.39M -8,922 -63%
BWM
2085
Base Wealth Management
Florida
$801K – – –
PIMG
2086
Patriot Investment Management Group
Tennessee
$801K – – –
VWM
2087
Venturi Wealth Management
Texas
$800K -$117K -754 -13%
WSCM
2088
Wellington Shields Capital Management
New York
$800K +$135K +868 +20%
EBSAM
2089
Eubel Brady & Suttman Asset Management
Ohio
$798K +$28.5K +183 +4%
AA
2090
Advisory Advocates
Michigan
$797K -$43.3K -278 -5%
AW
2091
Apricus Wealth
South Carolina
$797K -$3.9K -25 -0.5%
TIA
2092
Traphagen Investment Advisors
New Jersey
$793K +$156 +1 +0%
MPIA
2093
Mountain Pacific Investment Advisers
Idaho
$793K +$58.4K +375 +8%
FAFN
2094
First Affirmative Financial Network
Colorado
$793K +$796K +5,107 New
IIA
2095
Integral Investment Advisors
California
$792K – – –
AFM
2096
Armstrong Fleming & Moore
District of Columbia
$791K – – –
MEG
2097
Millstone Evans Group
Colorado
$789K – – –
CAM
2098
CPA Asset Management
Florida
$788K – – –
DWMS
2099
Dominguez Wealth Management Solutions
Virginia
$786K -$10.3K -66 -1%
FFA
2100
Fortune Financial Advisors
Kansas
$784K +$71.1K +456 +10%
82 83
84
85 86