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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PRWA
2101
Platte River Wealth Advisors
Colorado
$402K +$398K +3,018 New
RIM
2102
Redwood Investment Management
Arizona
$402K +$400K +3,036 New
ECAM
2103
East Coast Asset Management
Massachusetts
$400K +$527 +4 +0.1%
DIP
2104
DT Investment Partners
Pennsylvania
$397K -$748K -5,675 -65%
BCM
2105
Birmingham Capital Management
Alabama
$397K -$39.5K -300 -9%
SCM
2106
Stellar Capital Management
Arizona
$397K -$12.4K -94 -3%
ACM
2107
Alethea Capital Management
Washington
$397K – – –
KP
2108
Keel Point
Alabama
$396K -$113K -858 -22%
HWA
2109
Heartwood Wealth Advisors
Virginia
$396K -$34.5K -262 -8%
VAM
2110
Verity Asset Management
North Carolina
$394K -$61.3K -465 -9%
GLA
2111
Good Life Advisors
Pennsylvania
$394K -$53.1K -403 -12%
RP
2112
Rowlandmiller & Partners
Georgia
$393K – – –
TIM
2113
Tortoise Investment Management
New York
$393K -$89.1K -676 -19%
SSI
2114
Scott & Selber Inc
Texas
$393K – – –
SAM
2115
Secure Asset Management
Michigan
$392K +$13.2K +100 +3%
LA
2116
LexAurum Advisors
Kansas
$392K +$20.4K +155 +6%
BEI
2117
Benjamin Edwards Inc
Missouri
$392K +$343K +2,603 +723%
CWM
2118
Cranbrook Wealth Management
Michigan
$389K +$527 +4 +0.1%
IWA
2119
Inspirion Wealth Advisors
Illinois
$388K +$13.2K +100 +4%
BHA
2120
Beech Hill Advisors
New York
$387K +$98.9K +750 +34%
EA
2121
Emerald Advisors
Washington
$386K -$4.09K -31 -1%
SBF
2122
Sara-Bay Financial
Florida
$386K +$382K +2,899 New
NWM
2123
Northwest Wealth Management
Iowa
$385K +$16.2K +123 +4%
PPP
2124
Private Portfolio Partners
New Jersey
$381K -$565K -4,283 -60%
PWS
2125
Private Wealth Strategies
Ohio
$381K – – –
83 84
85
86 87