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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
2126
Private Wealth Strategies
Ohio
$346K – – –
SAM
2127
Secure Asset Management
Michigan
$344K +$21.6K +160 +6%
MAA
2128
Mraz Amerine & Associates
California
$343K – – –
GAAM
2129
Guinness Atkinson Asset Management
California
$343K +$387K +2,860 New
FQ
2130
First Quadrant
California
$342K +$23.1K +171 +6%
RP
2131
Rice Partnership
Hawaii
$342K +$79.2K +586 +26%
IWA
2132
Inspirion Wealth Advisors
Illinois
$341K +$10.8K +80 +3%
PAG
2133
Pinnacle Advisory Group
Maryland
$339K -$1.35K -10 -0.4%
AFIA
2134
America First Investment Advisors
Nebraska
$339K +$291K +2,154 +324%
TWI
2135
Thomas White International
Illinois
$339K +$381K +2,820 New
LD
2136
Lipe & Dalton
New York
$338K +$6.08K +45 +2%
LDFR
2137
Lehman & Derafelo Financial Resources
Pennsylvania
$338K +$6.76K +50 +2%
VAG
2138
VisionPoint Advisory Group
Texas
$338K +$134K +995 +55%
LFA
2139
Legend Financial Advisors
Pennsylvania
$337K – – –
LA
2140
LexAurum Advisors
Kansas
$337K +$12.3K +91 +3%
PTC
2141
Provident Trust Company
Wisconsin
$336K – – –
LPIC
2142
LeJeune Puetz Investment Counsel
Michigan
$335K -$196K -1,447 -34%
OFW
2143
Omnia Family Wealth
Florida
$335K -$83.5K -618 -18%
SC
2144
Sawyer & Company
Massachusetts
$334K – – –
NWM
2145
Northwest Wealth Management
Iowa
$334K +$3.78K +28 +1%
SA
2146
SL Advisors
New Jersey
$333K -$247K -1,828 -40%
HHGA
2147
Halbert Hargrove Global Advisors
California
$332K -$28.4K -210 -7%
EA
2148
Elm Advisors
California
$330K – – –
CWC
2149
Carolinas Wealth Consulting
North Carolina
$329K +$370K +2,741 New
PFA
2150
Pure Financial Advisors
California
$328K -$40.1K -297 -10%
84 85
86
87 88