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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2176
Pointe Capital Management
Michigan
$460K – – –
CAL
2177
Capital Advisors Ltd
Ohio
$458K – – –
MA
2178
Mezzasalma Advisors
New Jersey
$458K +$439K +3,088 New
FMP
2179
Financial Management Professionals
Texas
$455K -$8.39K -59 -2%
RFM
2180
Royal Fund Management
Florida
$455K +$12.5K +88 +3%
SSA
2181
South Street Advisors
New York
$455K +$29.1K +205 +7%
TF
2182
Trek Financial
Arizona
$455K +$231K +1,624 +112%
LAM
2183
LifePro Asset Management
California
$454K +$435K +3,061 New
VC
2184
Veracity Capital
Georgia
$452K -$97.5K -686 -18%
MIM
2185
Merrion Investment Management
New Jersey
$452K +$433K +3,045 New
TIM
2186
Tortoise Investment Management
New York
$451K +$7.82K +55 +2%
BCM
2187
Bluefin Capital Management
New York
$450K +$431K +3,034 New
HCMNY
2188
Howard Capital Management (New York)
New York
$449K -$3.55K -25 -0.8%
TCM
2189
Tanaka Capital Management
New York
$447K -$32.3K -227 -7%
IWP
2190
Innova Wealth Partners
Pennsylvania
$447K +$429K +3,017 New
MSR
2191
Main Street Research
Connecticut
$446K -$98.6K -694 -19%
SIA
2192
Soltis Investment Advisors
Utah
$446K +$23.5K +165 +6%
ACM
2193
Alethea Capital Management
Washington
$445K – – –
BCM
2194
Birmingham Capital Management
Alabama
$445K – – –
DIP
2195
DT Investment Partners
Pennsylvania
$445K – – –
HWA
2196
Heartwood Wealth Advisors
Virginia
$444K – – –
IWA
2197
Inspirion Wealth Advisors
Illinois
$444K +$7.25K +51 +2%
LPIC
2198
LeJeune Puetz Investment Counsel
Michigan
$444K +$28.4K +200 +7%
AIM
2199
Allen Investment Management
New York
$443K -$43.2K -304 -9%
MAG
2200
MRA Advisory Group
New Jersey
$442K +$424K +2,981 New
86 87
88
89 90