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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2101
Secure Asset Management
Michigan
$413K +$1.9K +14 +0.5%
EA
2102
Emerald Advisors
Washington
$413K +$7.89K +58 +2%
RFM
2103
Royal Fund Management
Florida
$413K +$406K +2,986 New
SSI
2104
Scott & Selber Inc
Texas
$412K – – –
TW
2105
TrinityPoint Wealth
Connecticut
$411K -$1.69M -12,420 -81%
ACM
2106
AUA Capital Management
Pennsylvania
$409K +$89.6K +659 +29%
IWA
2107
Inspirion Wealth Advisors
Illinois
$407K – – –
PPP
2108
Private Portfolio Partners
New Jersey
$405K +$6.12K +45 +2%
CA
2109
Calton & Associates
Florida
$405K -$107K -784 -21%
NWM
2110
Northwest Wealth Management
Iowa
$405K +$1.77K +13 +0.4%
SIA
2111
Strategic Investment Advisors
Michigan
$404K -$347K -2,551 -47%
SHGA
2112
Sand Hill Global Advisors
California
$402K -$27.6K -203 -7%
SBF
2113
Sara-Bay Financial
Florida
$402K – – –
AA
2114
Apriem Advisors
California
$401K +$187K +1,375 +90%
BWCS
2115
Beirne Wealth Consulting Services
Connecticut
$400K +$392K +2,883 New
PWS
2116
Private Wealth Strategies
Ohio
$399K – – –
ACP
2117
Aveo Capital Partners
Colorado
$398K +$122K +897 +46%
HHGA
2118
Halbert Hargrove Global Advisors
California
$397K +$24.6K +181 +7%
RICHC
2119
Renaissance Investment Consultants Holding Company
Pennsylvania
$397K +$55.6K +409 +17%
SSA
2120
South Street Advisors
New York
$396K +$31.3K +230 +9%
KP
2121
Keel Point
Alabama
$395K -$20.1K -148 -5%
SIA
2122
Soltis Investment Advisors
Utah
$394K +$272 +2 +0.1%
FIA
2123
Foundations Investment Advisors
Arizona
$392K +$152K +1,119 +65%
AFIA
2124
America First Investment Advisors
Nebraska
$391K – – –
TWI
2125
Thomas White International
Illinois
$391K – – –
83 84
85
86 87