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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
2126
Institute for Wealth Management
Colorado
$486K -$7.27K -53 -2%
APWM
2127
Atlas Private Wealth Management
New York
$486K +$82.3K +600 +21%
SIM
2128
SSI Investment Management
California
$482K -$274 -2 -0.1%
DC
2129
DeDora Capital
California
$482K +$12.3K +90 +3%
SAMC
2130
Spectrum Asset Management (California)
California
$481K +$2.74K +20 +0.6%
GFP
2131
Gryphon Financial Partners
Ohio
$480K -$4.39K -32 -0.9%
PIP
2132
Peachtree Investment Partners
Florida
$480K -$1.51K -11 -0.3%
SFI
2133
SPC Financial Inc
Maryland
$479K -$68.1K -496 -13%
LB
2134
Leo Brokerage
Texas
$479K -$7.41K -54 -2%
SFG
2135
StrategIQ Financial Group
Indiana
$478K -$13.7K -100 -3%
WGA
2136
Weather Gauge Advisory
Virginia
$478K +$24K +175 +5%
HC
2137
HNP Capital
New York
$477K -$6.86K -50 -1%
VRM
2138
Vectors Research Management
New York
$477K -$6.86K -50 -1%
TC
2139
Truvestments Capital
Florida
$477K +$26.1K +190 +6%
UCI
2140
Uncommon Cents Investing
Wisconsin
$476K -$26.8K -195 -5%
TFF
2141
The Family Firm
Maryland
$475K +$8.23K +60 +2%
SLT
2142
St Louis Trust
Missouri
$474K +$6.86K +50 +2%
TCWA
2143
Ten Capital Wealth Advisors
Washington
$472K -$18.1K -132 -4%
HHGA
2144
Halbert Hargrove Global Advisors
California
$469K -$7K -51 -2%
BCM
2145
Bluefin Capital Management
New York
$467K +$37K +270 +9%
BWM
2146
Birchcreek Wealth Management
Ohio
$465K +$10.4K +76 +2%
DA
2147
DSC Advisors
Illinois
$465K +$451K +3,285 New
PCMC
2148
Paragon Capital Management (Colorado)
Colorado
$464K -$62.4K -455 -12%
CIG
2149
Cairn Investment Group
Washington
$464K – – –
SA
2150
Sunesis Advisors
Kansas
$462K -$16.2K -118 -3%
84 85
86
87 88