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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2101
Perennial Advisors
New York
$418K – – –
QWM
2102
QP Wealth Management
New Jersey
$418K +$395K +2,904 New
PFA
2103
Pure Financial Advisors
California
$414K +$188K +1,381 +84%
PWM
2104
PBMares Wealth Management
Virginia
$412K +$410K +3,011 New
RP
2105
Rowlandmiller & Partners
Georgia
$412K +$65.1K +478 +19%
SWA
2106
Stratos Wealth Advisors
Ohio
$411K -$1.41M -10,396 -78%
ACM
2107
Alethea Capital Management
Washington
$410K -$739K -5,431 -64%
NIM
2108
Nexus Investment Management
Ontario, Canada
$410K – – –
SSI
2109
Scott & Selber Inc
Texas
$407K – – –
UBV
2110
United Bank (Virginia)
Virginia
$407K +$43.5K +320 +12%
HHGA
2111
Halbert Hargrove Global Advisors
California
$406K -$26.9K -198 -6%
CSWG
2112
Cardinal Strategic Wealth Guidance
Kentucky
$405K +$403K +2,960 New
OL
2113
Optas LLC
Texas
$405K +$403K +2,960 New
CBFP
2114
Cedar Brook Financial Partners
Ohio
$401K -$26.4K -194 -6%
CWM
2115
Cranbrook Wealth Management
Michigan
$401K -$2.04K -15 -0.5%
SP
2116
Successful Portfolios
Florida
$398K -$50.1K -368 -11%
DA
2117
DSC Advisors
Illinois
$397K +$40.6K +298 +11%
JGUA
2118
John G. Ullman & Associates
New York
$396K -$6.8K -50 -2%
ACM
2119
AUA Capital Management
Pennsylvania
$395K – – –
RWM
2120
Rench Wealth Management
Texas
$395K +$1.91K +14 +0.5%
PWS
2121
Private Wealth Strategies
Ohio
$394K +$392K +2,880 New
PCP
2122
Proficio Capital Partners
Massachusetts
$392K +$68.7K +505 +21%
VDFA
2123
Vickerman & Driscoll Financial Advisors
Washington
$391K -$3.54K -26 -0.9%
MAA
2124
Mraz Amerine & Associates
California
$391K – – –
LC
2125
Lindbrook Capital
California
$389K -$1.36K -10 -0.4%
83 84
85
86 87