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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
2101
CIM Investment Management
Pennsylvania
$970K – – –
GPI
2102
General Partner Inc
Pennsylvania
$970K +$264K +1,568 +39%
CCP
2103
Clough Capital Partners
Massachusetts
$970K – – –
APG
2104
Abacus Planning Group
South Carolina
$967K -$122K -727 -12%
TWM
2105
Trueblood Wealth Management
Ohio
$965K +$45.3K +269 +5%
PIMG
2106
Patriot Investment Management Group
Tennessee
$962K -$33.7K -200 -4%
FAT
2107
First American Trust
California
$959K -$288K -1,712 -24%
IIA
2108
Integral Investment Advisors
California
$958K +$429K +2,546 +86%
SIG
2109
Sargent Investment Group
Maryland
$956K -$501K -2,973 -35%
PA
2110
Perennial Advisors
New York
$954K -$6.4K -38 -0.7%
DWM
2111
Dechtman Wealth Management
Colorado
$954K +$2.36K +14 +0.3%
TC
2112
Trust Company
Kansas
$952K -$3.2K -19 -0.3%
SIS
2113
Sound Income Strategies
Florida
$950K +$53K +315 +6%
PWAM
2114
Pinnacle West Asset Management
Wyoming
$950K +$4.21K +25 +0.5%
MFG
2115
Midwest Financial Group
Kansas
$949K +$45.6K +271 +5%
GWANC
2116
Guardian Wealth Advisors (North Carolina)
North Carolina
$949K -$17.8K -106 -2%
WCM
2117
Weik Capital Management
Pennsylvania
$947K +$60.1K +357 +7%
RGI
2118
River Global Investors
United Kingdom
$945K -$10.3K -61 -1%
S
2119
SimplyRich
California
$944K – – –
XWM
2120
Xcel Wealth Management
Florida
$943K -$21K -125 -2%
WB
2121
West Bancorporation
Iowa
$941K -$57.6K -342 -6%
SIC
2122
Sterling Investment Counsel
New York
$940K -$3.37K -20 -0.4%
BRG
2123
Bay Rivers Group
Virginia
$938K +$117K +697 +15%
RA
2124
RiverPark Advisors
New York
$937K +$20.4K +121 +2%
CAM
2125
Congress Asset Management
Massachusetts
$933K -$143K -850 -14%
83 84
85
86 87