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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2101
NCM Capital Management
New Jersey
$910K -$17K -99 -2%
AFG
2102
Allegheny Financial Group
Pennsylvania
$907K +$57.2K +333 +7%
LWM
2103
Lakeridge Wealth Management
Ohio
$906K -$26.3K -153 -3%
DA
2104
Doliver Advisors
Texas
$904K +$24.9K +145 +3%
S
2105
SimplyRich
California
$898K – – –
AAM
2106
Aureus Asset Management
Massachusetts
$898K -$134K -780 -13%
REMPR
2107
Roof Eidam Maycock Peralta (REMP)
California
$895K +$172 +1 +0%
SIS
2108
Sound Income Strategies
Florida
$894K -$26.5K -154 -3%
CWM
2109
Chesapeake Wealth Management
Virginia
$894K -$89.2K -519 -9%
CCA
2110
Cottonwood Capital Advisors
Utah
$893K -$8.76K -51 -1%
MAM
2111
MMA Asset Management
Pennsylvania
$892K +$446K +2,598 +98%
HBWM
2112
Hollow Brook Wealth Management
New York
$890K +$35.9K +209 +4%
AFM
2113
Armstrong Fleming & Moore
District of Columbia
$889K – – –
SMWM
2114
Silvia McColl Wealth Management
California
$880K -$109K -636 -11%
BCM
2115
Boltwood Capital Management
California
$879K -$22.3K -130 -2%
CCP
2116
Cassia Capital Partners
North Carolina
$876K -$5.5K -32 -0.6%
SG
2117
Somerset Group
Minnesota
$874K -$17.2K -100 -2%
CTI
2118
Community Trust & Investment
Kentucky
$871K +$120K +697 +16%
WCA
2119
Waypoint Capital Advisors
Minnesota
$870K +$23.9K +139 +3%
PA
2120
Promethium Advisors
Maryland
$869K +$878K +5,109 New
PFA
2121
Pure Financial Advisors
California
$868K -$5.84K -34 -0.7%
GFG
2122
Goldstone Financial Group
Illinois
$866K -$418K -2,432 -32%
AAF
2123
Andra AP-fonden
Sweden
$864K -$4.99M -29,019 -85%
CCM
2124
Chilton Capital Management
Texas
$864K -$323K -1,879 -27%
CAM
2125
CPA Asset Management
Florida
$863K – – –
83 84
85
86 87