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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
2101
Proffitt & Goodson
Tennessee
$911K -$5.14K -31 -0.6%
MSWM
2102
McGlone Suttner Wealth Management
Wisconsin
$911K +$67.2K +405 +8%
AIMA
2103
Ables Iannone Moore & Associates
Georgia
$909K +$888K +5,353 New
WI
2104
WrapManager Inc
California
$909K +$32.8K +198 +4%
BCM
2105
Boltwood Capital Management
California
$908K -$4.15K -25 -0.5%
AC
2106
Avestar Capital
New York
$906K +$219K +1,319 +33%
MAM
2107
Magellan Asset Management
Australia
$903K +$139K +836 +19%
DE
2108
Day & Ennis
Georgia
$903K – – –
REMPR
2109
Roof Eidam Maycock Peralta (REMP)
California
$902K – – –
BAM
2110
Blueshift Asset Management
New Jersey
$902K -$42.1K -254 -5%
CWA
2111
CM Wealth Advisors
Ohio
$902K – – –
OFS
2112
Orrstown Financial Services
Pennsylvania
$901K +$880K +5,307 New
I
2113
InceptionR
California
$896K +$555K +3,348 +174%
TWM
2114
Trueblood Wealth Management
Ohio
$890K +$870K +5,243 New
RA
2115
RiverPark Advisors
New York
$889K +$301K +1,812 +53%
AFM
2116
Armstrong Fleming & Moore
District of Columbia
$888K -$7.96K -48 -0.9%
JSL
2117
JT Stratford LLC
Georgia
$887K -$262K -1,577 -23%
CFO
2118
Callan Family Office
Pennsylvania
$887K +$11.1K +67 +1%
NG
2119
Norden Group
Utah
$884K -$18.9K -114 -2%
MM
2120
MQS Management
New York
$883K -$323K -1,946 -27%
SMWM
2121
Silvia McColl Wealth Management
California
$882K -$105K -636 -11%
SWM
2122
Sterling Wealth Management
Illinois
$880K +$860K +5,184 New
HDIM
2123
Hanson & Doremus Investment Management
Vermont
$880K -$37K -223 -4%
MC
2124
McMorgan & Co
California
$878K – – –
CTFG
2125
Capstone Triton Financial Group
Oklahoma
$876K -$159K -961 -16%
83 84
85
86 87